Bulk Upload via CSV
Import 50+ catalog items at once using a CSV template.
When to use CSV upload
- You have 50+ products to catalog
- You're migrating from another system with existing product data
- You manage inventory in spreadsheets already
- You want to bulk-update catalog items
What you can import
| Field | Required? | What to write | Example |
|---|---|---|---|
| name | Yes | Item title | "Cacio e Pepe" |
| description | Yes | Item description | "Classic Roman pasta with Pecorino Romano..." |
| tag | Yes | Catalog tag (see mapping below) | "food_or_beverage" |
| external_link | No | Product/booking page URL | "https://shop.com/product" |
| treat_as_calendar_event | No | "yes" or "no" (defaults to "yes" if blank) | "no" |
| event_date | No | Event date (required if event = yes) | "03/15/2026" (mm/dd/yyyy) |
| leadup_days | No | Days before event to start posting (required if event = yes) | "7" |
| event_duration | No | How long the event lasts in days (required if event = yes) | "1" |
| event_recurrence | No | How often it repeats (required if event = yes) | "never" / "weekly" / "monthly" / "yearly" |
Note: CSV import handles item names, descriptions, tags, links, and event scheduling. Pricing, promo codes, media preferences, and collateral linking are set after import via the catalog item editor.
Step-by-step upload process
Download template
Download the CSV template with pre-formatted columns and example rows.
Fill in your products
One row per item. Delete the example rows before uploading.
Save as CSV
Save the file as CSV (not XLSX or XLS).
Navigate to Collateral → Catalog → Bulk Upload
Open the bulk upload interface from the Catalog tab.
Upload CSV
Select your CSV file.
Review preview
Check the first 10 rows to make sure everything looks right.
Confirm import
Click Import. You’ll get an email when processing is done.
What gets imported, what doesn't
CSV import creates catalog records with text and pricing data. It does not upload media.
After CSV import, you still need to:
- Select specific images/videos for each item (if you want to override “AI decides”)
- Link collateral documents to items
Media files can't live in a CSV. But this is a one-time setup — after import, you have all your items structured.
Common CSV errors
| Error | Cause | Fix |
|---|---|---|
| "Invalid tag value" | Tag column has typo or invalid option | Use: product, food_or_beverage, food/beverage, property, event, feature, announcement, person, behind_the_scenes, social_proof, lifestyle, education, custom |
| "Missing required field" | Name or Description is empty | Every row needs name + description + tag |
| "Invalid date format" | Event date not in mm/dd/yyyy format | Use mm/dd/yyyy (e.g., 03/15/2026), not YYYY-MM-DD |
| "Missing event fields" | Calendar event is "yes" but date/duration/recurrence missing | Set treat_as_calendar_event to "no" or fill all event fields |
Tag mapping reference
The CSV accepts multiple variations of tag names. Unrecognized tags become “custom” automatically:
- “food or beverage” or “food/beverage” or “food/bev” → food_or_beverage
- “behind the scenes” or “bts” → behind_the_scenes
- “social proof” or “testimonial” → social_proof
- “education” or “educational” → education
- Anything unrecognized → custom (stored as your custom tag label)
After import: next steps
Once your CSV imports:
- Review imported items in Catalog tab
- Select media for high-priority items (your top 10–20)
- Leave the rest on “AI decides” — your AI Manager pulls from your collateral library
- Test: check your AI Manager's next few posts to see catalog items in action
Pro Tips
- •Start with 10 rows to test the upload before doing all 500.
- •Keep your CSV — you can update and re-upload to bulk-edit items.
- •Don’t stress about media selection for every item — “AI decides” works fine for most.
Next steps
- Organizing Services by Type — understand tagging before bulk upload