If you’ve been living in spreadsheet hell, DivvyHQ provides a simple import tool that enables bulk importing of your content data from a CSV file. From the Calendar Admin, click the Content Imports tab and then click the “New Import” button in the top right.
Step 1 - Select a Calendar
Due to Divvy’s calendar-based architecture, and our desire to make the import process simple, users can only import content data into one calendar at a time. For example: Let’s say you have an editorial calendar spreadsheet that lists all types of content. But you’ve set up separate Divvy calendars for each content type. You’ll need to separate your spreadsheet into different CSV files that mirror your DivvyHQ calendar setup. Then when you’re ready to import, you’ll start by selecting the individual calendar to which you wish to upload the first batch of data.
Step 2 - Format your Spreadsheet
Formatting your spreadsheet properly is the most important part of this process, so Divvy’s import wizard includes a downloadable CSV template and a video tutorial.
IMPORTANT NOTE: The only fields that are technically required to execute an import are Title/Headline, Owner, Content Type and Status.
The key to success is to ensure that Divvy can recognize, map and match your spreadsheet's data to the corresponding fields, team members and metadata that you’ve loaded into your DivvyHQ account.
For example: If individual team member names or content strategy metadata is spelled differently between your spreadsheet and your Divvy account, the import process may result in data inaccuracies.
When you’ve completed the formatting process, save your file as a CSV and jump back into Divvy’s import wizard.
Step 3 - Upload your CSV file
Once you’ve selected your calendar and formatted your CSV, click Choose File to find and upload your CSV for initial processing.
Step 4 - Map your columns to DivvyHQ’s available fields
DivvyHQ’s import tool will quickly process your uploaded CSV file and display Step 4, the field mapping step. Your column structure will be displayed with each column’s header label (top row) and the first row of your content data (second row). Click the drop-down selector in each column to map your data column to one of Divvy’s native fields.
Pro Tip: If you have other types of data or extra columns within your spreadsheet that you're wanting to import, Divvy's importer can import that data by selecting the "--Extra Data--" option, which will add each extra columns' data into Divvy's full content field.
Step 5 - Name Your Import
Give your import a name so you can find it later.
Step 6 - Start Your Import
When you’ve completed the mapping and import naming steps, click Start Import. Depending on the amount of content items being imported, this process may take a few minutes. You can return to this Content Imports tab to view the progress of your import anytime.
It’s always a good idea to review your content data after an import. You can do this by going to the Content interface and clicking the Last Import tab. If you notice that any errors or data inaccuracies exist, you can “undo” the import (shown above) and go through the import wizard again.
If there was an issue with your data in your CSV, then we provide a little extra help in that scenario. If for some reason the data does not match our upload specifications (ie: special characters, exceed max character count in a field), you'll get an error message and we'll automatically rollback the import. The error message also indicates what line caused the issue so you can correct your CSV and retry the import.
If there were no issues with your content import, and you have the proper notifications turned on, you will receive both an email and a recent activity notification alerting you to the import's success.