Effortlessly manage and schedule large volumes of social media content across multiple platforms with HighLevel’s Advanced CSV for Bulk Scheduling. This powerful upgrade streamlines campaign planning, offering unmatched flexibility, automation, and control for agencies and marketers.

TABLE OF CONTENTS

• What is Advanced CSV for Bulk Scheduling in Social Planner?
• Key Benefits of Advanced CSV for Bulk Scheduling
• How To Use Advanced CSV for Bulk Scheduling
  • Step 1: Navigate to Social Planner
  • Step 2: Start a New Bulk Upload
  • Step 3: Upload CSV File
  • Step 4: Select Social Accounts & Approval Settings
  • Step 5: Review & Correct Errors
  • Step 6: Schedule and Import
• Watermark Support
• Smart Media Optimization
• Tag & Category Assignment
• Pinterest Default Board Settings
• Flexible Date-Time Parsing
• Frequently Asked Questions
• Related Articles

What is Advanced CSV for Bulk Scheduling in Social Planner?

Advanced CSV for Bulk Scheduling is a robust enhancement to HighLevel’s Social Planner, enabling users to upload and schedule content in bulk using a feature-rich CSV or XLSX template. This tool supports advanced platform-specific settings, media optimization, watermarks, tags, categories, and more, making it the most comprehensive CSV importer available for social media management.

By leveraging the Advanced CSV, users can efficiently plan, organize, and automate posts across platforms like Facebook, Instagram (including Stories, Reels), YouTube Shorts, Google Business Profile, TikTok, Pinterest, and others, all from a single workflow.

Key Benefits of Advanced CSV for Bulk Scheduling

Unlocking the Advanced CSV feature brings a host of advantages designed to simplify and supercharge your social media scheduling:

• Bulk Scheduling Across Platforms: Schedule posts, stories, reels, shorts, and more for multiple channels in one upload.
  
  
• Watermark Automation: Automatically brand your media with watermarks for consistent visual identity.
  
  
• Smart Media Optimization: Ensure images and videos are auto-optimized for each platform’s requirements.
  
  
• Tag & Category Assignment: Organize posts with tags and categories for streamlined reporting and automation triggers.
  
  
• Pinterest Board Selection: Set default Pinterest boards directly in the CSV, eliminating manual editing.
  
  
• Flexible Date-Time Parsing: Supports multiple date-time formats, reducing import errors and saving time.
  
  
• Dual Format Upload: Accepts both .csv and .xlsx files, removing friction during import.
  
  
• Performance Upgrades: Experience faster workflows, smoother imports, and improved error handling.
  
  
• First-Time Comments & Follow-Ups: Add initial comments to posts for higher engagement.
  
  
• Comprehensive Platform Support: Configure Google Business Profile, YouTube, TikTok, and more with platform-specific fields.

How To Use Advanced CSV for Bulk Scheduling

Setting up Advanced CSV for bulk scheduling ensures your campaigns are efficiently managed and error-free. Follow these steps for a seamless experience:

Step 1: Navigate to Social Planner

1. Go to Marketingfrom your account.
   
   
2. Click on the SocialPlanner tab.
   
   
3. Connect your preferred social accounts.
   
   

Step 2: Start a New Bulk Upload

1. Click on the + New Post button.
    
2. Select the Upload from CSV option from the drop-down.

Step 3: Upload CSV File

1. Select Advance Format to unlock all enhanced features.
   
   
2. Upload your filled-out .csv or .xlsx file.
   
   
3. Click on Next.
   
   

Note: Download Advanced and Basic CSV Template sample here.

Step 4: Select Social Accounts & Approval Settings

1. Select social Channel/Channels you want to post to.
   
   
2. If the posts need approval, click on the Send for approval box to turn it on and select an approver.
    
   
3. Click on Create.

Step 5: Review & Correct Errors

1. The system will flag any issues.
   
   
2. Review and correct them before proceeding.
   
   

Step 6: Schedule and Import

1. Click on Schedule.
   
   
2. Click on Import to add all approved posts to your calendar queue.
   
   

Watermark Support

Automatically apply watermarks to your images and videos by specifying watermark fields in your CSV. This ensures consistent branding across all posts without manual editing.

• Add watermark file paths or settings in the designated CSV columns.
  
  
• Watermarks are applied during the import process for all supported platforms.

Smart Media Optimization

Media files are auto-optimized for each platform’s requirements, ensuring your content looks its best and meets technical specifications.

• Images and videos are resized, compressed, or reformatted as needed.
  
  
• Platform-specific media settings can be configured in the CSV template.

Tag & Category Assignment

Assign tags and categories to each post directly in your CSV to streamline reporting, automation, and organization.

• Use the relevant columns in the template to add multiple tags or categories.
  
  
• Note: Tags and categories will not transfer when importing from a snapshot or template into a new location.

Pinterest Default Board Settings

Select the default Pinterest board for each post within the CSV, eliminating the need for manual assignment after upload.

• Specify the board name or ID in the appropriate column.
  
  
• Posts are automatically assigned to the selected board upon import.

Flexible Date-Time Parsing

Reduce import errors by using any of the supported date-time formats in your CSV. The system will recognize and process a wide range of common formats, including:

• YYYY-MM-DD HH:mm
  
  
• YYYY-MM-DD HH:mm:ss
  
  
• YYYY/MM/DD HH:mm:ss
  
  
• YYYY/MM/DD HH:mm
  
  
• MM/DD/YYYY H:mm:ss
  
  
• MM-DD-YYYY H:mm:ss
  
  
• MM/DD/YYYY H:mm
  
  
• MM-DD-YYYY H:mm

Frequently Asked Questions

Q: Can I use both .csv and .xlsx files for bulk scheduling?

Yes, both file formats are supported for Advanced CSV uploads.

Q: What happens if my CSV contains errors or invalid data?

The system will flag errors during the review step. You must correct these before importing.

Q: Are watermarks applied to all media types?

Watermarks are applied to supported image and video formats as specified in the CSV.

Q: Will tags and categories transfer if I import a CSV from a snapshot or template?

No, tags and categories do not transfer when importing from a snapshot or template into a new location.

Q: Can I schedule posts for all supported platforms in one CSV upload?

Yes, you can schedule posts for multiple platforms, including Stories, Reels, Shorts, Google Business Profile, TikTok, Pinterest, and more.

Q: How do I specify a Pinterest board in the CSV?

Use the designated column in the template to enter the board name or ID for each post.

Q: What if I need to add a first-time comment to a post?

Include your comment in the relevant field in the Advanced CSV template.

Q: Is there a limit to the number of posts I can schedule in one upload?

There is no strict limit, but extremely large files may take longer to process.

Related Articles

1. Getting Started - Setup Social Planner
   
   
2. Prerequisite for Bulk CSV - Basic and Advance CSV
   
   
3. Social Planner: In-App Notification Banner for Disconnected Accounts
   
   
4. How to post Recurring Social Posts through the Social Planner?