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Import from a spreadsheet (a CSV file)
Import from a spreadsheet (a CSV file)
You can import data into Makerble using a spreadsheet (saved as a CSV file)
The 3 types of data you can import
Survey Responses, Attendance Notes, Case Notes (i.e. stories tagged to contacts)
Headcounts (i.e. stories and results that are not tagged to individual contacts)
Decide what to import and how
If this is this is your first time importing data into Makerble, read the guidance on how to plan and prepare your files ahead of an import
Steps
Select Create in the top menu
Select Import
You arrive on the New Import page
In the Choose the type of record you are importing dropdown list, select whether importing contacts, survey responses etc or anonymous progress
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, multiple selections available,
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