Calendar Upload Tool Tutorial

The DivvyHQ Calendar Upload Tool is a great resource if you already have several months worth of content in an Excel spreadsheet. It’s easy to use once you get your DivvyHQ account configured correctly. This tutorial will walk you through the steps of getting your spreadsheet of content into our system. This is essentially a matching exercise. Getting the information in your spreadsheet formatted in our template exactly how it is in your DivvyHQ account. It might take you a little while to get your document formatted and ready to upload, but the good news is you only have to do this once, then you’ll never have to mess with cumbersome spreadsheets again! Let’s get started.

Step 1: Add Your Team Members

This is an essential first step when you initially set up your DivvyHQ account, but this has to be completed prior to uploading your document. Login to your DivvyHQ account and click on the Team Members tab. Click “Add” and add all the team members that you have in your editorial calendar document.

Step 2: Add Your Calendars

Within your DivvyHQ account, click on “Add New” from the main navigation and click “Calendar” from the dropdown menu. Add a calendar for each category or tab in your document. For example, you may set up your calendar system by Content Type, by Client Name, by Campaign Name, by Department, etc. Set it up the way that fits your organization.

Step 3: Add Any Additional Content Types

Go through our list of pre-programmed content types (below and in the sample template). If you have any that we don’t, you’ll need to go to Account Settings and then scroll down to “Add Content Type.” Add in the unique content types that are in your document and click “Save.”

Step 5: Download The Sample .CSV File and Add Your Content

Once you have your DivvyHQ account ready, you’ll need to copy and paste the information from your spreadsheet into our format. (NOTE: You will need do format one .csv template for EACH calendar. For example, if you have 3 different calendars within DivvyHQ and you want to upload content into each one, you will need to format 3 separate files – one for each calendar.) Once you do that, here’s your checklist for a smooth upload:

• Make sure that the names in your document match exactly with the first and last name you entered into DivvyHQ. For example: if you added First Name: Joe, Last Name: Divvy as a team member, make sure that in the Team Member Column in the document you type “Joe Divvy”
• Make sure the content types in the “Content Type” column match our list of standard content types as well as match the content types you added.
• Make sure the date columns are all formatted: mm/dd/yyyy

Step 6: Upload Your .CSV File

Once you’ve completed the above steps, you’re ready to upload! Go back to your DivvyHQ Account. Click “Calendars” then select “Calendar Upload Tool” from the dropdown menu. Select which calendar you want your content to go in, select your correctly formatted .csv file and then click upload. Your content should then upload into the system and you should be ready to go!

If you have problems with this process or you need more direction (we know this is not perfect), please click on the Feedback tab on the left side of the DivvyHQ application and let us know via Get Satisfaction. Or, you can ask your questions via the comments below.