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.
To get started importing your content, click your name in the top right corner of Divvy's interface, select Account Admin, and then from the Calendar Admin, click the Content Imports tab.
Step 1 - Select a Calendar and click New import
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. Capitalization matters for Content Types, but not for Content Strategies or Workflows.
When you’ve completed the formatting process, save your file as a CSV UTF-8 and jump back into Divvy’s import wizard.
Note: If your file is saved as a CSV but not a CSV UTF-8 file, you will receive an error when trying to upload it in the next step.
Step 3 - Upload your CSV UTF-8 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 (Your Column) and the first row of your content data (Your Data). Click the drop-down selector in each row to map your data to one of Divvy’s native fields.
If you are wanting to import actual content into the content tab (WYSI section) of a content item, make use of our Extra Data field. Any content that you map to the Extra Data field will import to its corresponding content item's content tab. If you use multiple Extra Data columns per content item, that data will be imported into the content tab, separated by paragraph breaks.
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 the blue Start Import button. 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 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) we let you know, and automatically rollback the import. We also provide you with a error message that 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.