Bulk Post Management

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Download a CSV template file here:

Watch demo video:

⚠️ Important Instructions: Read Before Uploading

  1. Make a Copy or Download the File:

    This file cannot be edited or shared directly. To begin editing:

    • Click “File” → “Make a copy” to save it to your Google Drive, or
    • Click “File” → “Download” → “Comma Separated Values (.CSV)” to save a local copy.
  2. Before You Upload:
    • Do not modify the column headers. Changing them will prevent your posts from being published.
    • Delete all instructional text from the document (including this section) before uploading.
    • Your CSV must include at least 4 rows and no more than 500 rows of content.
  3. Limitations of the CSV File:

    We sincerely apologize for the limitations of our current bulk upload system. The CSV file format is quite rudimentary and offers limited flexibility at this time. Specifically:

    • You cannot specify individual pages, groups, or channels in the CSV file.
    • You may only include the name of the social platform (e.g., Facebook, Twitter, LinkedIn).
    • Once uploaded, your content will be published to all connected pages, groups, and channels of the listed platform within the Workspace.
    • Example: If your Workspace has two Twitter accounts connected, the same post will be published to both. If your Facebook platform includes multiple pages and groups, the post will be published to all of them.

    We understand this may not be ideal, and we're working to improve the experience.

  4. Best Practices for Managing Connections:

    To ensure your content goes exactly where you intend:

    • Only connect the social accounts, pages, and channels you want to publish to before uploading your CSV file.
    • To avoid constantly disconnecting and reconnecting platforms, we strongly recommend using separate Workspaces for each business, client, or social platform group.
    • Each Workspace should include all relevant social media profiles, pages, groups, or channels tied to that entity.
  5. Scheduling & Timezone Settings:
    • All posts will be uploaded in scheduled mode and will automatically publish at the date and time you specify in the CSV.
    • The time in the CSV is interpreted as local time. To apply a specific timezone, please update the Timezone setting in your Workspace Settings on the dashboard before uploading.
  6. Writing Posts with Line Breaks:
    • You can format your post content naturally with line breaks and paragraphs.
    • To insert a new line within a cell: On Windows, press Alt + Enter; On Mac, press Command + Return.

Thank you for your understanding and patience as we continue to improve the bulk upload experience. We know these limitations can be frustrating, and we're actively working to make the process more powerful and flexible.

Adhere strictly to the CSV template format:

  1. Do not rename or delete header information; remove any unnecessary columns.
  2. Make a copy or download the CSV template file before updating it with your content (File → Make a copy or File → Download → Comma Separated Values (.CSV)).
  3. Connect only the platform channels you want to publish to; content will publish to all connected pages, groups, and channels of the listed platform.
  4. Use separate Workspaces for each business, client, or platform group to avoid frequent disconnects and reconnects.
  5. Limit bulk posts to a maximum of 500 rows and a minimum of 4 rows.
  6. Remove all instructions from the CSV file before uploading; only post content is required.
  7. Do not leave any row blank after entering Due Date and Platform information to avoid upload errors.
  8. Ensure no syntax errors in header columns (e.g., use "Due Date" not "Date" or "Due Dates").

CSV Upload Guide:

  1. Download and update the CSV template file. Follow the format strictly to avoid issues.
  2. Use the Postly Cloud system to host your media content (images and videos). This system provides easy access to media links for faster publishing.
  3. Upload your images, select them, and export the links to a CSV file for bulk posting.
  4. Once the CSV file is ready, upload it to start the publishing process.
  5. Ensure images and videos are hosted on a publicly accessible site; Google Drive and Dropbox are not suitable for this purpose.

Image and Video URL Guide:

  1. Multiple image URLs can be added by separating each with a comma.
  2. Images must be hosted on publicly accessible platforms; URLs must link directly to the image file (e.g., .jpeg, .png).
  3. Always make a copy or download the CSV template before editing.
  4. Do not use Google Drive or Dropbox for image or video storage; these URLs won't work.
  5. Only one video URL is allowed per post; YouTube links will not work for Instagram posts.
  6. Video URLs should be direct. Incorrect: YouTube Shorts; Correct: YouTube Video.
  7. Postly Cloud URLs are optimized for bulk posting and do not follow these restrictions.

Scheduling & Timezone Settings:

  1. All posts are uploaded in scheduled mode and will publish at the date and time specified in the CSV (format: mm/dd/yyyy h:mm:ss AM/PM).
  2. The Due Date must be at least 5 minutes in the future to schedule publishing.
  3. Time is interpreted as local time; update the Timezone setting in your Workspace Settings on the dashboard before uploading.
  4. Do not use dashes in the date format (e.g., use 04/19/2025, not 04-19-2025).

Writing Posts with Line Breaks:

  1. Format post content naturally with line breaks and paragraphs.
  2. To insert a new line within a cell: On Windows, press Alt + Enter; on Mac, press Command + Return.
  3. URLs from blog articles or websites can be added in the Message column; they will automatically process to display the article's image, eliminating the need for the Image URL column.

Platform-Specific Columns:

Instagram Columns:

  • Publish Instagram Video Under Reels: Yes or No
  • Instagram Video Cover Thumb Offset: Optional time in seconds (e.g., 120); defaults to 0 (first frame). Note: YouTube-hosted videos default to 0.
  • Instagram First Comment: Do not add hashtags or emojis.
  • Publish Instagram Image Under Stories: Yes or No
  • Publish Instagram Video Under Stories: Yes or No

Google My Business Columns:

  • Post Type: What's New, Event, or Offer
  • Event Title: Required if Post Type is Event
  • Call to Action Button: BOOK, ORDER, LEARN MORE, SIGN UP, CALL (uppercase)
  • Call to Action URL: Link for the button
  • Event Start/End Date and Time: Required for Event; same format as Due Date
  • Offer Title, Start/End Date and Time, Coupon Code, Redeem URL, Terms and Conditions: Required for Offer

YouTube Columns:

  • YouTube Video Title
  • Notify YouTube Subscribers: Yes or No
  • YouTube Video Privacy: Private, Unlisted, or Public (default: Public)
  • YouTube Video Thumbnail URL: Optional
  • Additional options (Video Category, License, Made for Kids, Embeddable) added after CSV upload

Recommended Image and Video Server:

  1. Use Postly Cloud for hosting images and videos; upload, select, and export links to a CSV file for bulk posting.
  2. Google Drive and similar private servers are not recommended as their links are not crawlable.

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MJ
"Postly transformed how we handle social media. The automation features saved us 20+ hours weekly!"
Mucka JayMarketing Director