Instructions for Using Tim’s Header Maker – Simplified Version

Instructions for Tim’s Header Maker
Simplified Version
Mar 25, 2024

Video Tutorial 25 minutes

Existing Tech Required:

1. Access to a Google account with Google Sheets

Purpose:

1. Clean a basic dataset before uploading to sumApp (helps insure your data will upload error free)
2. Create survey questions for uploading to sumApp (it can save time)
3. Do a combination of #1 and #2

Create your copy of the Header Maker

Make your own copy of the Header Maker in a Google Folder

• Click this link for the Header Maker Simplified Public V1.5
• Click on the Blue Button: “Make a Copy.”
• You may rename the Header Maker Google Sheet.  
• Read the disclaimer on the first ‘Read Me’ tab that opens with the sheet
• Click ‘QUESTOUPLOAD’ tab on Google Sheet

The first time you use the Header Maker, you need to grant permission for the “script” to run.

• Click Reset (red button) top left
• You will see Authorization required in a pop-up box.  Click “OK”
• On the next pop-up, choose your gmail account.
• You will see a pop-up that Google hasn’t verified this app.  Click Advanced.
• Then you can click the link that says “Go to HeaderMakerPublicV1.0 (unsafe)
• On the next pop-up, scroll to the bottom of the pop-up and click Allow
• You may see a quick message that Authorization is complete.  Congratulations.  You are ready to use the Header Maker!

Using the Header Maker

• If you are working with a new project, you will want to Reset at the beginning.  This clears the existing data.
• Confirm that you want to clear Data by clicking ‘OK’.
• Then confirm that you want to clear the “sumApp Headers sheet” by clicking ‘OK’.

Uploading a list of people in sumApp

You can use the Header Maker to clean the dataset before you upload it to sumApp.  The instructions below are for the basic sumApp dataset.  First Name, Last Name, Email, Email2 (optional), Email3 (optional), Segment (optional). If your dataset includes more than this, it is considered to include preexisting data.  Refer to the instructions for datasets with preexisting data.

DON’T COPY AND PASTE YOUR DATA INTO THE HEADER MAKER.  USE IMPORT ONLY.

Import your data

• Click “File” in the upper left corner
• Click “Import” in the dropdown box
• If the file resides on your computer, select “Upload.”  Select your file and “Open.”
• Then select “Insert New Sheet” and hit “Import Data” button.
• Then you can rename the new sheet to your project name.

Clean your data

• Go do the sheet titled “sumAppHeaders” sheet.
• Click on Column A where it says “Get your data from sheet.” A script will run and you’ll get a pop up box on the right side.
• Select the sheet to which you imported your data.  Hit “submit.”
• You’ll see a Data Moved pop-up box.  Hit “OK.”  And, close the pop-up box to the right.
• Skip Column B ‘Proper-size the Data’ unless you are including pre-existing data in your project data set.
• Go to Column C and click “Validate Data.”
• The script will run to search for errors in your project data. The script runs by reviewing each column at a time and prompting you if there are any errors.
• For example, if your data set were missing first names in column A you would receive this prompt.
  • Read the instructions in the pop-up box and hit “OK.”

EVERY Member Must Have a First Name
If You Want The First Name In sumApp To Be BLANK Then Add Hypen ‘-‘ as First Name
EMPTY Cells Have Been Sorted To The Top Of The Sheet
Please Fix The Issues
Then Run The Validation Again !!

• Fix the First Name data cells that come to the top and rerun the Validation. It is important that you click outside the cells you edit for the spreadsheet to recognize the change.
• Click on ‘Validate Data’ again until you get the pop-up that reads “First Name Column Looks Good.”  Hit “OK.”
• The script will continue to prompt you for errors in each column, if there are no errors you will receive a pop-up that reads “X Column Looks Good” Continue to Hit ‘OK’ until an error appears. If no errors appear you will receive a grey ‘Finished Script’ pop up in the top-middle of the sheet.
• In addition to checking for errors, the script has automatically taken care of non-printing characters or other odd things that could impact your data upload to sumApp.
• Now, you are ready to export to a CVS file for uploading into sumApp.
  • You can hit the “Export as CVS” button
  • Or, you can download using the file function at the top left.

Do NOT copy and paste your data into a csv.  Use export or Download function.

Uploading sumApp Questions Created in a Word Document

If you have developed your questions in a Word Doc or other software, you don’t have to retype them into sumApp.  You can use the Head Maker to prepare the questions you have already typed for uploading into sumApp.  Have your Word Doc open.  You will cut and paste from it into the Header Maker.

Note:  Paste into a tool like Notepad first to ensure that extra spaces and carriage returns do not come over.

• Go to the ‘QUESTOUPLOAD’ worksheet.

Row 1 is used to tell it the type of question this is.

• Select Boxes will make it a checkbox question
• Select will make it a Dropdown menu
• Text Area allows for the entry of a single line of text
• Text Input allows for longer text entries such as a paragraph

Row 2 (light green) is where you can paste or type your question

Rows 3+ is where you will paste or type the data options for your questions.

From left to right (column B to Z), make sure you put the questions in the order in which you want them to appear in sumApp.

• In Column B,
  • Row 1: select the type of question
  • Row 2: Enter the question as it will appear in sumApp
  • Row 3+: Enter the data options, if applicable.
• Repeat above until all of your questions are in the spreadsheet.
• Then hit the green button on the left that reads “Get sumApp Headers”
• Click on the worksheet “sumAppHeader.”  Your questions have been added to the right in Row 2 following ‘Segment’.
• This can be exported as a CSV and imported into sumApp.  Remember that you need at least one person in your dataset for the questions to import into sumApp.

Sample Dataset & Questions

If you’d like to practice using the same dataset in the instructional Video, you can use these links below:

• Dataset
• Sample Questions