Importing Posts via CSV

When to Use CSV Import

CSV import is useful when you need to create many posts at once, especially if the content varies by location or date. Instead of filling out the post form for each one, you prepare your posts in a spreadsheet and upload them all in one step.

Getting the Template

Before importing, download the CSV template from the import page. This template contains all the column headers in the correct format. Using the template prevents formatting errors that could cause rows to be skipped.

CSV Columns

Your CSV file should include these columns:

• business_name — The name of the connected account to post to. Must match one of your connected accounts (not case-sensitive).
• title — Post title (optional for standard posts).
• content — The post text. Required. Up to 1,500 characters.
• post_type — STANDARD, EVENT, or OFFER.
• cta_type — Button type (BOOK, ORDER, LEARN_MORE, SIGN_UP, CALL). Leave blank for no button.
• cta_url — The URL for the CTA button. Required if cta_type is set.
• event_title — Required for EVENT posts.
• event_start_date — Required for EVENT posts. Format: YYYY-MM-DD HH:MM.
• event_end_date — Required for EVENT posts. Format: YYYY-MM-DD HH:MM.
• offer_code — Required for OFFER posts.
• offer_url — Redemption URL for OFFER posts.
• offer_terms — Terms for OFFER posts.
• scheduled_at — When to publish. Format: YYYY-MM-DD HH:MM. Leave blank to save as draft.
• timezone — Timezone for the scheduled date (for example, America/New_York).

Import Process

1. Go to Posts and click Import.
2. Upload your CSV file.
3. Choose a default status for posts without a scheduled date (draft or pending).
4. Click Import.

The system validates each row. Rows with errors are skipped, and you will see a summary showing how many posts were created and how many were skipped, along with the reasons for any failures.

Common Import Issues

• Business name not found — The name in the CSV does not match any of your connected accounts. Double-check the spelling.
• Missing required fields — Content is required for all rows. Event and offer posts need their specific fields filled in.
• Invalid dates — Make sure dates follow the YYYY-MM-DD HH:MM format and are in the future for scheduled posts.