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Decide what to import and how

Decide what to import and how

You can create records on Makerble by importing existing information from spreadsheets.

You can also upload files - e.g. Word documents, pictures, videos, PDFs, etc - however these are attached to specific places manually, rather than by importing.

Records you can create while importing a spreadsheet

There are 3 types of Makerble record you can import using a spreadsheet.

Each type of record will need its own separate spreadsheet

Contacts, e.g.

  • Clients

  • Partner organisations

  • Funders

Stories about contacts, e.g.

  • Attendance logs

  • Case notes

  • Survey responses

Stories with anonymous progress, e.g.

  • KPIs (which aren’t tagged to individual contacts)

Contacts, e.g.

  • Clients

  • Partner organisations

  • Funders

Stories about contacts, e.g.

  • Attendance logs

  • Case notes

  • Survey responses

Stories with anonymous progress, e.g.

  • KPIs (which aren’t tagged to individual contacts)

 

 

Contacts you import will be:

Stories you import will be:

Stories you import will be:

 

How to decide between Contact records and Stories with tagged contacts

The image below shows a contact’s Profile page.

  • the red box shows content that is created by importing a Contact record

  • the purple box shows content that is created by importing a Story with a tagged contact (where in this case, the tagged contact is Abigail Holmes - which is why the stories appear on her Timeline)

Hints & Tips

Type of information in your spreadsheet

Which spreadsheet that information should be in

Type of information in your spreadsheet

Which spreadsheet that information should be in

Demographic information about a contact, e.g. Age, Date of Birth, Gender, Ethnicity, Address,

These should be columns in the Contact records spreadsheet

Information about a contact from their referral form, e.g. “reasons for referral”

These should be columns in the Contact records spreadsheet

Log of a contact’s attendance

Each date’s attendance should be a row in the Stories with tagged contacts spreadsheet

Notes from a meeting you had with a contact

The note from each date should be a row in the Stories with tagged contacts spreadsheet

Summary of the support that has been provided to a contact

The summary should be a row in the Stories with tagged contacts spreadsheet

Survey response from a contact

The response should be a row in the Stories with tagged contacts spreadsheet

Whenever you create a story, it must have a Date associated with it; otherwise the date will be set as Today. Therefore update your spreadsheet to include a date for each row.

Where to start

(click the image if you need to see it larger)

 

Step in the process