Bulk schedule social media posts like a pro using GHL Customer Care’s Advanced CSV tool. Plan, manage, and automate campaigns with precision across multiple platforms.
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Effortlessly manage and schedule large volumes of social media content across multiple platforms with GHL Customer Care’s Advanced CSV for Bulk Scheduling. This powerful upgrade streamlines campaign planning, offering unmatched flexibility, automation, and control for agencies and marketers.
What is Advanced CSV for Bulk Scheduling in Social Planner?
Advanced CSV for Bulk Scheduling is a robust enhancement to GHL Customer Care’s Social Planner, enabling users to upload and schedule content in bulk using a feature-rich CSV or XLSX template. This tool supports advanced platform-specific settings, media optimization, watermarks, tags, categories, and more, making it the most comprehensive CSV importer available for social media management.
By leveraging the Advanced CSV, users can efficiently plan, organize, and automate posts across platforms like Facebook, Instagram (including Stories, Reels), YouTube Shorts, Google Business Profile, TikTok, Pinterest, and others, all from a single workflow.
Key Benefits of Advanced CSV for Bulk Scheduling
Unlocking the Advanced CSV feature brings a host of advantages designed to simplify and supercharge your social media scheduling:
Bulk Scheduling Across Platforms: Schedule posts, stories, reels, shorts, and more for multiple channels in one upload.
Watermark Automation: Automatically brand your media with watermarks for consistent visual identity.
Smart Media Optimization: Ensure images and videos are auto-optimized for each platform’s requirements.
Tag & Category Assignment: Organize posts with tags and categories for streamlined reporting and automation triggers.
Dual Format Upload: Accepts both .csv and .xlsx files, removing friction during import.
Performance Upgrades: Experience faster workflows, smoother imports, and improved error handling.
First-Time Comments & Follow-Ups: Add initial comments to posts for higher engagement.
Comprehensive Platform Support: Configure Google Business Profile, YouTube, TikTok, and more with platform-specific fields.
How To Use Advanced CSV for Bulk Scheduling
Setting up Advanced CSV for bulk scheduling ensures your campaigns are efficiently managed and error-free. Follow these steps for a seamless experience:
Step 1: Navigate to Social Planner
Go to Marketingfrom your account.
Click on the SocialPlanner tab.
Connect your preferred social accounts.
Step 1: Navigate to Social Planner (image 1 of 11)What this shows Go to Marketing from your account.What this showsIllustrates the "Step 1: Navigate to Social Planner" section of "Social Planner - Advanced CSV for Bulk Scheduling".This screenshot appears in the "Step 1: Navigate to Social Planner" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: Go to Marketing from your account. Click on the Social Planner tab. Connect your preferred social accounts. Immediately after, the guide continues: Click on the + New Post button. Select the Upload from CSV option from the drop-down.Image 1 of 11Where to goGo to Marketing from your account. Click on the Social Planner tab. Connect your preferred social accounts.
Buttons and menus referencedMarketingSocialPlanner
Next stepClick on the + New Post button. Select the Upload from CSV option from the drop-down.All 3 steps in this procedure
Go to Marketing from your account.
Click on the Social Planner tab.
Connect your preferred social accounts.
Step 2: Start a New Bulk Upload
Click on the + New Post button.
Select the Upload from CSV option from the drop-down.
Step 2: Start a New Bulk Upload (image 2 of 11)What this shows Click on the + New Post button.What this showsIllustrates the "Step 2: Start a New Bulk Upload" section of "Social Planner - Advanced CSV for Bulk Scheduling".This animation appears in the "Step 2: Start a New Bulk Upload" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: Click on the + New Post button. Select the Upload from CSV option from the drop-down. Immediately after, the guide continues: Select Advance Format to unlock all enhanced features. Upload your filled-out.csv or.xlsx file. Click on Next.Image 2 of 11What to chooseClick on the + New Post button. Select the Upload from CSV option from the drop-down.
Buttons and menus referenced+ New PostUpload from CSV
Next stepSelect Advance Format to unlock all enhanced features. Upload your filled-out.csv or.xlsx file. Click on Next.All 2 steps in this procedure
Click on the + New Post button.
Select the Upload from CSV option from the drop-down.
Step 3: Upload CSV File
Select Advance Format to unlock all enhanced features.
Upload your filled-out .csv or .xlsx file.
Click on Next.
Note: Download Advanced and Basic CSV Template samplehere. The latest templates include a thumbnailUrl column for video thumbnails.Note: Download Advanced and Basic CSV template samples here.
Step 3: Upload CSV File (image 3 of 11)What this shows Note: Download Advanced and Basic CSV Template sample here.What this showsIllustrates the "Step 3: Upload CSV File" section of "Social Planner - Advanced CSV for Bulk Scheduling".This animation appears in the "Step 3: Upload CSV File" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: Note: Download Advanced and Basic CSV Template sample here. The latest templates include a thumbnailUrl column for video thumbnails. Note: Download Advanced and Basic CSV template samples here. Immediately after, the guide continues: Select social Channel/Channels you want to post to. If the posts need approval, click on the Send for approval box to turn it on and select an approver. Click on Create.Image 3 of 11What this coversNote: Download Advanced and Basic CSV Template sample here. The latest templates include a thumbnailUrl column for video thumbnails. Note: Download Advanced and Basic CSV template samples here.
Buttons and menus referencedAdvance FormatUploadNexthere
Next stepSelect social Channel/Channels you want to post to. If the posts need approval, click on the Send for approval box to turn it on and select an approver. Click on Create.All 3 steps in this procedure
Select Advance Format to unlock all enhanced features.
Upload your filled-out.csv or.xlsx file.
Click on Next.
Step 4: Select Social Accounts & Approval Settings
Select social Channel/Channels you want to post to.
If the posts need approval, click on the Send for approval box to turn it on and select an approver.
Click on Create.
Step 4: Select Social Accounts & Approval Settings (image 4 of 11)What this shows Select social Channel/Channels you want to post to.What this showsIllustrates the "Step 4: Select Social Accounts & Approval Settings" section of "Social Planner - Advanced CSV for Bulk Scheduling".This animation appears in the "Step 4: Select Social Accounts & Approval Settings" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: Select social Channel/Channels you want to post to. If the posts need approval, click on the Send for approval box to turn it on and select an approver. Click on Create. Immediately after, the guide continues: The system will flag any issues. Review and correct them before proceeding.Image 4 of 11What to chooseSelect social Channel/Channels you want to post to. If the posts need approval, click on the Send for approval box to turn it on and select an approver. Click on Create.
Buttons and menus referencedChannel/ChannelsSend for approvalselect an approverCreate
Next stepThe system will flag any issues. Review and correct them before proceeding.All 3 steps in this procedure
Select social Channel/Channels you want to post to.
If the posts need approval, click on the Send for approval box to turn it on and select an approver.
Click on Create.
Step 5: Review & Correct Errors
The system will flag any issues.
Review and correct them before proceeding.
Step 5: Review & Correct Errors (image 5 of 11)What this shows The system will flag any issues.What this showsIllustrates the "Step 5: Review & Correct Errors" section of "Social Planner - Advanced CSV for Bulk Scheduling".This screenshot appears in the "Step 5: Review & Correct Errors" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: The system will flag any issues. Review and correct them before proceeding. Immediately after, the guide continues: Click on Schedule. Click on Import to add all approved posts to your calendar queue.Image 5 of 11What this coversThe system will flag any issues. Review and correct them before proceeding.
Buttons and menus referencedReviewcorrect
Next stepClick on Schedule. Click on Import to add all approved posts to your calendar queue.All 2 steps in this procedure
The system will flag any issues.
Review and correct them before proceeding.
Step 6: Schedule and Import
Click on Schedule.
Click on Import to add all approved posts to your calendar queue.
Step 6: Schedule and Import (image 6 of 11)What this shows Click on Schedule.What this showsIllustrates the "Step 6: Schedule and Import" section of "Social Planner - Advanced CSV for Bulk Scheduling".This animation appears in the "Step 6: Schedule and Import" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: Click on Schedule. Click on Import to add all approved posts to your calendar queue. Immediately after, the guide continues: When using Advanced CSV for Bulk Scheduling, you can schedule posts across multiple social media platforms such as Facebook, Instagram, Google My Business, LinkedIn, and many more. Media support varies by platform, so it’s important to….Image 6 of 11What to clickClick on Schedule. Click on Import to add all approved posts to your calendar queue.
Buttons and menus referencedScheduleImport
Next stepWhen using Advanced CSV for Bulk Scheduling, you can schedule posts across multiple social media platforms such as Facebook, Instagram, Google My Business, LinkedIn, and many more. Media support varies by platform, so it’s important to follow the guidelines below to ensure posts are scheduled successfully.All 2 steps in this procedure
Click on Schedule.
Click on Import to add all approved posts to your calendar queue.
Media Support by Platform (Images, Reels, and Videos)
When using Advanced CSV for Bulk Scheduling, you can schedule posts across multiple social media platforms such as Facebook, Instagram, Google My Business, LinkedIn, and many more. Media support varies by platform, so it’s important to follow the guidelines below to ensure posts are scheduled successfully.
A sample of this spreadsheet can be found here as stated in the screenshot below:-
Media Support by Platform (Images, Reels, and Videos) (image 7 of 11)What this shows A sample of this spreadsheet can be found here as stated in the screenshot below:-What this showsIllustrates the "Media Support by Platform (Images, Reels, and Videos)" section of "Social Planner - Advanced CSV for Bulk Scheduling".This screenshot appears in the "Media Support by Platform (Images, Reels, and Videos)" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: A sample of this spreadsheet can be found here as stated in the screenshot below:-. Immediately after, the guide continues: Support image carousels You can add multiple image URLs in the spreadsheet Multiple image URLs must be comma-separated Example.Image 7 of 11What this coversA sample of this spreadsheet can be found here as stated in the screenshot below:-
Buttons and menus referencedAdvanced CSV for Bulk Scheduling
Next stepSupport image carousels You can add multiple image URLs in the spreadsheet Multiple image URLs must be comma-separated Example:
Image Support
1. Facebook and Instagram
Support image carousels
You can add multiple image URLs in the spreadsheet
Multiple image URLs must be comma-separated
Example:
Step 4 of 4: ExampleWhat this shows Step 4 of 4: Example:What this showsShows what this covers for step 4 of 4 in the "1. Facebook and Instagram" section of "Social Planner - Advanced CSV for Bulk Scheduling".This screenshot accompanies step 4 of 4 in the "1. Facebook and Instagram" section of "Social Planner - Advanced CSV for Bulk Scheduling". At this point in the walkthrough you example. For context, this section explains: Support image carousels You can add multiple image URLs in the spreadsheet Multiple image URLs must be comma-separated Example. This part of the guide covers 4 fields, listed below.Step 4 of 4Image 8 of 11What this coversExample:
Fields in this part of the guideSupport image carouselsYou can add multiple image URLs in the spreadsheetMultiple image URLs must be comma-separatedExample:
Buttons and menus referencedimage carouselsmultiple image URLscomma-separated
All 4 steps in this procedure
Support image carousels
You can add multiple image URLs in the spreadsheet
Multiple image URLs must be comma-separated
Example: this image
2. Google My Business
Supports only one image per post
Image carousels are not supported
Reel and Video Support
Only one video or reel is supported per post
Carousels are not supported for reels or videos
If multiple video URLs are added, the post may fail to schedule
You can set a custom thumbnail for video posts using the thumbnailUrl field in your CSV/XLSX file.
The thumbnail is automatically applied to the first video in the post.
Multiple video thumbnails are not supported, and behavior may vary across social platforms.
Step 6 of 6: Multiple video thumbnails are not supported, and behavior may vary…What this shows Step 6 of 6: Multiple video thumbnails are not supported, and behavior may vary across social platforms.What this showsShows what this covers for step 6 of 6 in the "Reel and Video Support" section of "Social Planner - Advanced CSV for Bulk Scheduling".This screenshot accompanies step 6 of 6 in the "Reel and Video Support" section of "Social Planner - Advanced CSV for Bulk Scheduling". At this point in the walkthrough you multiple video thumbnails are not supported, and behavior may vary across social platforms. This part of the guide covers 2 fields, listed below.Step 6 of 6Image 9 of 11What this coversMultiple video thumbnails are not supported, and behavior may vary across social platforms.
Fields in this part of the guideOnly one video or reel is supported per postCarousels are not supported for reels or videos
Buttons and menus referencedone video or reelnot supported
All 6 steps in this procedure
Only one video or reel is supported per post
Carousels are not supported for reels or videos
If multiple video URLs are added, the post may fail to schedule
You can set a custom thumbnail for video posts using the thumbnailUrl field in your CSV/XLSX file.
The thumbnail is automatically applied to the first video in the post.
Multiple video thumbnails are not supported, and behavior may vary across social platforms. this image
Uploading or Updating Images After CSV Import
In addition to adding media URLs in the spreadsheet, you can also upload or modify images during the scheduling flow:
On the 3rd review screen, you can:
Add new images
Update existing images
Upload additional images (where supported by the platform)
This method can be used if you prefer not to include all media URLs directly in the CSV file.
Uploading or Updating Images After CSV Import (image 10 of 11)What this shows This method can be used if you prefer not to include all media URLs directly in the CSV file.What this showsIllustrates the "Uploading or Updating Images After CSV Import" section of "Social Planner - Advanced CSV for Bulk Scheduling".This screenshot appears in the "Uploading or Updating Images After CSV Import" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: This method can be used if you prefer not to include all media URLs directly in the CSV file. Immediately after, the guide continues: IMPORTANT: If you select Facebook (which supports multiple images in a carousel) and GMB (which supports only 1 image per feed), the first image selected would be posted on GMB and all the images on Facebook.Image 10 of 11What this coversThis method can be used if you prefer not to include all media URLs directly in the CSV file.
Buttons and menus referenced3rd review screenIMPORTANT
Next stepIMPORTANT: If you select Facebook (which supports multiple images in a carousel) and GMB (which supports only 1 image per feed), the first image selected would be posted on GMB and all the images on Facebook.All 3 steps in this procedure
Add new images
Update existing images
Upload additional images (where supported by the platform)
IMPORTANT: If you select Facebook (which supports multiple images in a carousel) and GMB (which supports only 1 image per feed), the first image selected would be posted on GMB and all the images on Facebook.
Uploading or Updating Images After CSV Import (image 11 of 11)What this shows This method can be used if you prefer not to include all media URLs directly in the CSV file.What this showsIllustrates the "Uploading or Updating Images After CSV Import" section of "Social Planner - Advanced CSV for Bulk Scheduling".This screenshot appears in the "Uploading or Updating Images After CSV Import" section of "Social Planner - Advanced CSV for Bulk Scheduling". The text alongside this image reads: This method can be used if you prefer not to include all media URLs directly in the CSV file. Immediately after, the guide continues: Automatically apply watermarks to your images and videos by specifying watermark fields in your CSV. This ensures consistent branding across all posts without manual editing.Image 11 of 11What this coversThis method can be used if you prefer not to include all media URLs directly in the CSV file.
Buttons and menus referenced3rd review screenIMPORTANT
Next stepAutomatically apply watermarks to your images and videos by specifying watermark fields in your CSV. This ensures consistent branding across all posts without manual editing.All 3 steps in this procedure
Add new images
Update existing images
Upload additional images (where supported by the platform)
Watermark Support
Automatically apply watermarks to your images and videos by specifying watermark fields in your CSV. This ensures consistent branding across all posts without manual editing.
Add watermark file paths or settings in the designated CSV columns.
Watermarks are applied during the import process for all supported platforms.
Smart Media Optimization
Media files are auto-optimized for each platform’s requirements, ensuring your content looks its best and meets technical specifications.
Images and videos are resized, compressed, or reformatted as needed.
Platform-specific media settings can be configured in the CSV template.
Tag & Category Assignment
Assign tags and categories to each post directly in your CSV to streamline reporting, automation, and organization.
Use the relevant columns in the template to add multiple tags or categories.
Note: Tags and categories will not transfer when importing from a snapshot or template into a new location.
Flexible Date-Time Parsing
Reduce import errors by using any of the supported date-time formats in your CSV. The system will recognize and process a wide range of common formats, including:
YYYY-MM-DD HH:mm
YYYY-MM-DD HH:mm:ss
YYYY/MM/DD HH:mm:ss
YYYY/MM/DD HH:mm
MM/DD/YYYY H:mm:ss
MM-DD-YYYY H:mm:ss
MM/DD/YYYY H:mm
MM-DD-YYYY H:mm
Frequently Asked Questions
Q: Can I use both .csv and .xlsx files for bulk scheduling?
Yes, both file formats are supported for Advanced CSV uploads.
Q: Why can't I use Google Drive links in my CSV imports anymore?
Due to recent changes by Google, we can no longer process Google Drive links during CSV imports.
To ensure smooth uploads, please upload your media files directly to the Media Library and use those
Media Library links in your CSV file instead.
Q: What is the number of posts allowed via CSV at one time?
The number of posts allowed in CSV is 90 posts per CSV. You will need to divide that across all the Social outlets you are posting out to.
Q: Can I import tags and category to new location via snapshot?
When importing CSV from a snapshot or template, tags and categories will not transfer to a new location.
Q: What happens if my CSV contains errors or invalid data?
The system will flag errors during the review step. You must correct these before importing.
Q: Are watermarks applied to all media types?
Watermarks are applied to supported image and video formats as specified in the CSV.
Q: Will tags and categories transfer if I import a CSV from a snapshot or template?
No, tags and categories do not transfer when importing from a snapshot or template into a new location.
Q: Can I schedule posts for all supported platforms in one CSV upload?
Yes, you can schedule posts for multiple platforms, including Stories, Reels, Shorts, Google Business Profile, TikTok, Pinterest, and more.
Q: How do I specify a Pinterest board in the CSV?
This is not supported as of now.
Q: What if I need to add a first-time comment to a post?
Include your comment in the relevant field in the Advanced CSV template.
Q: Is there a limit to the number of posts I can schedule in one upload?
There is no strict limit, but extremely large files may take longer to process.
What is Advanced CSV for Bulk Scheduling in Social Planner?
Advanced CSV for Bulk Scheduling is a robust enhancement to GHL Customer Care’s Social Planner, enabling users to upload and schedule content in bulk using a feature-rich CSV or XLSX template. This tool supports advanced platform-specific settings, media optimization, watermarks, tags, categories, and more, making it the most comprehensive CSV importer available for social media management. By leveraging the Advanced CSV, users can efficiently plan, organize, and automate posts across platforms like Facebook, Instagram (including Stories, Reels), YouTube Shorts, Google Business Profile, TikTok, Pinterest, and others, all from a single workflow.
