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, and probably the most challenging. To help, Divvy’s import wizard includes a downloadable CSV template and a video tutorial.
The key to success is to ensure that Divvy can recognize and map your data to the corresponding fields, team members and meta data that you’ve loaded into your DivvyHQ account. For example: If team member names and meta data 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 and find the file on your file system.
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: For each content item on your CSV we suggest that you give it at least, a Title/Headline, Deadline, Content Type, Status and Owner.
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.
Final Check -
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 and go through the import wizard again.