Prerequisites for Bulk CSV Scheduling in Social Planner

Efficiently managing your social media content at scale requires tools that support structure, consistency, and flexibility. One of the most effective methods to achieve this is through bulk scheduling using CSV files within the Social Planner. CSV (Comma-Separated Values) and XLSX file formats allow you to organize content and relevant metadata in a structured format, ready for upload and scheduling. Social Planner supports both .csv and .xlsx formats and offers two powerful options for CSV import—Basic and Advanced—each designed to meet varying scheduling needs.

Basic CSV Upload

The Basic format supports essential content elements:

Date
Content
OG Meta URL
Image(s) Link
Video(s) Link
Thumbnail
GIFs

Advanced CSV Upload

Unlock the full potential of social media scheduling with the most feature-rich CSV importer. The Advanced format supports:

Platform-specific post types (Post, Story, Reel, Shorts)
Watermarking
Tags and Categories
Follow-up comments
Google Business Profile enhancements (post types, CTAs, events, offers)
YouTube options (title, privacy, video type)
TikTok and LinkedIn PDFs
Pinterest board selection, and more

CSV File Prerequisites and Column Requirements

📌 Note: If a field is labeled as “Advanced,” it is only supported in the Advanced format. Fields labeled as “Both” apply to both formats.

1. Date and Time [Both]

Schedule posts with a 24-hour format (e.g., 2025-08-25 21:30).

Header: postAtSpecificTime ({{format}})
Accepted formats: YYYY-MM-DD HH:mm, YYYY/MM/DD HH:mm, M/D/YYYY H:mm:ss, etc.

Empty values default the post to Draft status

📌 Note: The upload must occur at least 10 minutes before the scheduled time.

2. Content [Both]

Insert your post caption and hashtags.

Header: content

Ensure character limits comply with the platform requirements:

Facebook Page/Group: 62,000 characters
Business Instagram Account: 2,200 characters
LinkedIn Page and Profile: 3,000 characters
Twitter Profile: 280 characters
GMB Location: 1,500 characters

3. Preview Link (OG Meta URL) [Both]

Add the URL to be displayed as a preview link.

Header: link

If media fields are populated, this will be overridden and appended to the content.

4. Image URL [Both]

Insert direct links to your images (max 10 per post).

Header: imageUrls
Acceptable formats: .png, .jpg, .jpeg

📌 Note: Commas must separate multiple images.

5. GIF URL [Both]

Include a single GIF link.

Header: gifUrl

📌 Note: Do not use other media fields in combination.

6. Video URL [Both]

Insert direct links to your videos (max 10).

Header: videoUrls

📌 Note: Do not use other media fields in combination. Commas must separate multiple videos.

7. Media Optimization [Advanced]

Automatically checks and converts incompatible formats to supported ones (e.g., .mp4 to .mov for Instagram Stories)

Header: mediaOptimization
Value: true or false

8. Watermark [Advanced]

Applies your watermark to uploaded media

Header: applyWatermark
Value: true or false

9. Tags [Advanced]

Organize content with tags (comma-separated). New tags are auto-created and added to filters and dropdowns. Tags will be applied in the order they were added.

Header: tags

10. Category [Advanced]

Organize posts under specific content categories. New categories are auto-created and added to filters and dropdowns if they don’t already exist.

Header: Category

11. Follow-Up Comment [Advanced]

In this column, you may add a follow-up comment, which will appear as the first comment on your post to help boost engagement.

Header: followUpComment
Supported platforms: Facebook Pages, Instagram Business, LinkedIn, YouTube, and Communities

12. Facebook Post Type [Advanced]

In this column, you can specify the Facebook post type by selecting from the available options: post, story, or reel.

Header: type

13. Instagram Post Type [Advanced]

In this column, you can specify the Instagram post type by selecting from the available options: post, story, or reel.

Header: type

14. LinkedIn PDF [Advanced]

In this column, you can provide a LinkedIn PDF title if you intend to publish your content in PDF format. To post the file as a PDF rather than as images, set the corresponding field to “true” or “false” using the `postAsPdf` column.

Headers: pdfTitle, postAsPdf
Value: true or false

15. Google Business Profile [Advanced]

Enhance posts with events, CTAs, and offers.

Headers include: eventType, actionType, title, offerTitle, startDate, endDate, termsConditions, couponCode, redeemOnlineUrl, and actionUrl

Refer to the following compatibility matrix:

Field	CTA	Event	Offer
`actionUrl`	✔️	✔️
`ButtonActionType`	✔️	✔️
`title`		✔️
`offerTitle`			✔️
`startDate`		✔️	✔️
`endDate`		✔️	✔️
`termsConditions`			✔️
`couponCode`			✔️
`redeemOnlineUrl`			✔️

16. YouTube [Advanced]

In these columns, you can specify YouTube-specific options, including the video title, privacy settings (private, public, or unlisted), and content type (video or short).

Headers: title, privacyLevel, type

17. TikTok [Advanced]

In these columns, you can configure TikTok-specific settings such as privacy level, promotion of other brands, enabling comments, duet and stitch features, video disclosure, and the option to promote your own brand.

Headers include: privacyLevel, promoteOtherBrand, enableComment, enableDuet, enableStitch, videoDisclosure, and promoteYourBrand

18. Communities [Advanced]

In this column, you can add the Community option of title and notify all group members.

Headers: title, notifyAllGroupMembers
Value: true or false

19. Pinterest [Advanced]

In these columns, you can configure Pinterest-specific options by adding the post title and destination link.

Headers: title, link

Whether you’re working with basic content or advanced platform-specific features, Social Planner’s CSV capabilities offer the flexibility and structure needed for professional-grade content management. Be sure to download the appropriate sample file, adhere to the column formatting guidelines, and review the prerequisites before uploading. With the right setup, you’ll save time and ensure consistent, error-free posting across all your connected platforms.