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" |
| price | No | The price as you want it shown, for example 19.99. Blank means no price. | "19.99" |
| 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 | Lead-up days before the event. Optional. Blank takes a default that suits the repeat. Repeating events are limited automatically. | "1" |
| event_duration | No | How many days each occurrence of the event lasts. Repeating events have automatic limits. (required if event = yes) | "1" |
| event_recurrence | No | How often it repeats (required if event = yes) | "never" / "weekly" / "monthly" / "yearly" |
| media | No | Optional. Write the file name of a photo or video already in your library. | "red-mug.jpg" / "class-tour.mp4" |
Note: The upload covers names, descriptions, tags, links, prices, and event dates. Promo codes and linked documents are set in the item editor after the upload.
When to use a CSV upload with media
Use a CSV with a media column when you have several records of the same kind and each one has its own photo or video. It works well for your whole team, a merch line, or every item in an upcoming sale.
Upload the photos and videos to your library first. Then write each file name in the media column of its row.
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 that the first 10 rows look right before you import.
Confirm import
Click Import. The window then shows how many items were added or updated.
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:
- Add photos or videos to any items that still need them
- Link collateral documents to items
Common CSV errors
| Error | Cause | Fix |
|---|---|---|
| "name is required and cannot be blank" | A row is missing a name, description, or tag. | Every row needs a name, a description, and a tag. |
| "event_date must be in mm/dd/yyyy format" | The date is written in a different format. | Use two-digit month and day and a four-digit year, like 03/15/2026. Spreadsheets may change it on save. |
| "event_date is required when item is a calendar event" | The row is a calendar event, and blank counts as yes. | Fill in the event columns, or set treat_as_calendar_event to no. |
| "name is also used in another row of the same file, row N" | Two rows have the same name. | Change one row so each name appears only once in the file. |
| "name matches multiple catalog items" | Two or more catalog items share the same name. | Rename them in the catalog so each name is used once. |
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” and 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 and upload it again to update many items at once. Rows match items by name, so renaming an item in the file adds a new item.
- •Example rows you leave unchanged are skipped automatically.
- •Don’t stress about media selection for every item. “AI decides” works fine for most.
Next steps
- Organizing Services by Type : learn how tags work before a bulk upload