Help Center

What is Advanced CSV for Bulk Scheduling?

Advanced CSV for Bulk Scheduling is a powerful feature within the CRM's Social Planner that enables you to upload and schedule large volumes of social media content using a comprehensive CSV or XLSX template. This advanced tool supports platform-specific configurations, media optimization, watermarking, tagging, categorization, and other sophisticated settings, providing the most complete CSV-based scheduling solution for social media management.

With Advanced CSV, you can efficiently plan, organize, and automate posts across multiple platforms including Facebook, Instagram (including Stories and Reels), YouTube Shorts, Google Business Profile, TikTok, Pinterest, and others through a single streamlined workflow.

Key Benefits of Advanced CSV

Upgrading to the Advanced CSV feature offers significant advantages for managing your social media campaigns:

Multi-Platform Bulk Scheduling: Schedule posts, stories, reels, shorts, and other content types for multiple channels in a single upload
Automated Watermarking: Apply consistent branding to your media with automatic watermark placement
Smart Media Optimization: Automatically adjust images and videos to meet each platform's specific requirements
Tag and Category Organization: Assign tags and categories to posts for better reporting and workflow automation
Pinterest Board Targeting: Target specific Pinterest boards by adding a Pinterest board column to your CSV template
Flexible Date Formats: Support for multiple date-time formats to reduce import errors
Dual File Format Support: Upload both .csv and .xlsx files for maximum flexibility
Enhanced Performance: Faster processing, smoother imports, and improved error handling
Engagement Features: Add first-time comments to posts to boost interaction
Comprehensive Platform Configuration: Access platform-specific fields for Google Business Profile, YouTube, TikTok, and more

How to Use Advanced CSV for Bulk Scheduling

Navigate to Marketing in your account and select the Social Planner tab. Ensure your preferred social media accounts are connected.

Step 2: Initiate Bulk Upload

Click the + New Post button and choose Upload from CSV from the dropdown menu.

Step 3: Upload Your File

Select the Advance Format option to activate all enhanced features. Upload your prepared .csv or .xlsx file, then click Next.

Step 4: Configure Accounts and Approval Settings

Select the social channels where you want to publish the posts. If approval is required, enable the Send for approval option and designate an approver. Click Create to proceed.

Step 5: Review and Correct Errors

The system will identify any issues with your upload. Review and address these errors before continuing.

Step 6: Schedule and Import

Click Schedule to set your posting timeline, then select Import to add all approved posts to your social media calendar.

Media Support by Platform

Advanced CSV supports various media types across different social platforms. Understanding each platform's requirements ensures successful scheduling.

Image Support

Facebook and Instagram: Support image carousels with multiple images. Include multiple image URLs separated by commas in your spreadsheet.

Google Business Profile: Supports only one image per post. Image carousels are not available.

Reel and Video Support

Only one video or reel is supported per post. Carousels containing multiple videos or reels are not supported. If you include multiple video URLs, the post may fail to schedule.

You can specify a custom thumbnail for video posts using the thumbnailUrl field in your CSV/XLSX file. The thumbnail will be applied to the first video in the post. Multiple video thumbnails are not supported, and thumbnail behavior may vary across platforms.

Uploading or Updating Images After CSV Import

In addition to including media URLs in your spreadsheet, you can upload or modify images during the scheduling process. On the third review screen, you can add new images, update existing ones, or upload additional images where supported by the platform.

This approach is useful if you prefer not to include all media URLs directly in your CSV file.

Watermark Support

The Advanced CSV feature includes automatic watermark application to help maintain consistent branding across your social media content.

Using Advanced CSV for Bulk Social Media Scheduling