Introducing DivvyHQ’s New & Improved Content Import Tool!
Whether you’re just getting started with Divvy, or you’ve just had a great content brainstorming meeting with your team, you might have a need to import an existing editorial calendar spreadsheet into DivvyHQ. In this video, we’d like to introduce our new and improved content import tool that will allow you to batch import your existing content ideas into DivvyHQ in a few simple steps.
Ready for a Walkthrough?Can’t See this Video? View it on YouTube: DivvyHQ 2.0 Walkthrough: Importing Content from CSV
Start by hovering over the Calendar button in the main navigation, click on New! Content Import Tool and then click “Get Started”.
Step 1 – Formatting Your Spreadsheet
The first step in the process is getting your spreadsheet ready for import. It’s important that we try to map your spreadsheet data to the correct fields within Divvy, so doing a little formatting of your spreadsheet before you import it might save you some time later on.
To speed up the process, we’ve provided a template that shows you the available fields within Divvy. I have the excel template pulled up here, so let’s do a quick walkthrough so you’re aware of a few things.
The first things to note are the column headers. Your spreadsheet doesn’t have to match this perfectly, but these are the fields that we currently support. If you have other fields that aren’t on this template, you can still import that data into the Summary/Description field.
Another thing to note is the “Content Type” field. This step is not required, but adjusting your spreadsheet’s content types to match the content types in our default list will save you some time later on. You can also use any custom content types that you’ve added into your Divvy Account.
The last thing to note is that this import process will only import content into a single calendar. If you only have one calendar, then you’re good to go and you can proceed to the next step. If you have a multi-calendar plan, you’ll want to make sure that the content you’re importing is going to import into the correct calendar. For example, if you have a separate blog calendar and a separate email marketing calendar, then you might want to separate those two types of content into separate .csv files.
So…With your spreadsheet ready to go, now save it in .csv format and proceed to Step 2.
Step 2 – Upload Your File
In this step, select the calendar to which you’ll be uploading your content, browse to locate your file, and click Upload.
Step 3 – Matching Your Field Headers
Under each column, you’ll see the column headers and some example data that has been pulled from your spreadsheet. Simply go through each column and select the DivvyHQ field to which your data should map via the drop down menu.
When you’ve completed the field mapping process, click Finish. Your content items should now be loaded into Divvy and they can be viewed by clicking the Last Import button on your Content page.
Did You Goof? Don’t Fret
If by chance your content didn’t import as intended, you can bulk delete them, make the necessary adjustments to your spreadsheet and try it again.
Thanks for watching this video and we hope you like our new and improved content import tool. If you have questions or feedback, feel free to email us at [email protected].