# Social Planner - Advanced CSV for Bulk Scheduling > 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. - Source: https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-advanced-csv-for-bulk-scheduling - Section: Marketing / Social Planner - Reading time: 6 min - Images: 11, each explained below --- 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. **Please Note**: Refer to [Prerequisite for Bulk CSV - Basic and Advance CSV](https://docs.ghlcustomercare.com/docs/marketing/social-planner/prerequisite-for-bulk-csv-basic-and-advance-csv) article for CSV Upload options for bulk scheduling. --- **TABLE OF CONTENTS** - [What is Advanced CSV for Bulk Scheduling in Social Planner?](#what-is-advanced-csv-for-bulk-scheduling-in-social-planner) - [Key Benefits of Advanced CSV for Bulk Scheduling](#key-benefits-of-advanced-csv-for-bulk-scheduling) - [How To Use Advanced CSV for Bulk Scheduling](#how-to-use-advanced-csv-for-bulk-scheduling) - [Media Support by Platform (Images, Reels, and Videos)](#media-support-by-platform-images-reels-and-videos) - [Image Support](#image-support) - [Reel and Video Support](#reel-and-video-support) - [Uploading or Updating Images After CSV Import](#uploading-or-updating-images-after-csv-import) - [Watermark Support](#watermark-support) - [Smart Media Optimization](#smart-media-optimization) - [Tag & Category Assignment](#tag-and-category-assignment) - [Pinterest Default Board Settings](#Pinterest-Default-Board-Settings) - [Flexible Date-Time Parsing](#flexible-date-time-parsing) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- ## **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. - **Flexible Date-Time Parsing:** Supports multiple date-time formats, reducing import errors and saving time. - **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 1. Go to **Marketing**from your account. 2. Click on the **Social****Planner** tab. 3. Connect your preferred social accounts. ![Step 1: Navigate to Social Planner (image 1 of 11)](https://jumpshare.com/v/qLQeYpfOz1mhRmOpBT2K+/Screen+Shot+2025-06-18+at+7.40.42+PM.png) **Step 1: Navigate to Social Planner (image 1 of 11)** 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. - Where to go: Go to Marketing from your account. Click on the Social Planner tab. Connect your preferred social accounts. - Controls: Marketing, Social, Planner - Next: Click on the + New Post button. Select the Upload from CSV option from the drop-down. Full procedure: 1. Go to Marketing from your account. 2. Click on the Social Planner tab. 3. Connect your preferred social accounts. ### **Step 2:** Start a New Bulk Upload 1. Click on the **\+ New Post** button.   2. Select the **Upload from CSV** option from the drop-down. ![Step 2: Start a New Bulk Upload (image 2 of 11)](https://jumpshare.com/v/abdwKCI32w3c9rLjWGAw+/GIF+Recording+2025-06-18+at+8.15.43+PM.gif) **Step 2: Start a New Bulk Upload (image 2 of 11)** 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. - What to choose: Click on the + New Post button. Select the Upload from CSV option from the drop-down. - Controls: + New Post, Upload from CSV - Next: Select Advance Format to unlock all enhanced features. Upload your filled-out.csv or.xlsx file. Click on Next. Full procedure: 1. Click on the + New Post button. 2. Select the Upload from CSV option from the drop-down. ### **Step 3:** Upload CSV File 1. Select **Advance Format** to unlock all enhanced features. 2. **Upload** your filled-out .csv or .xlsx file. 3. Click on **Next**. **Note:** Download Advanced and Basic CSV Template sample [**here**](https://docs.ghlcustomercare.com/docs/marketing/social-planner/prerequisite-for-bulk-csv-basic-and-advance-csv)[](https://docs.ghlcustomercare.com/docs/marketing/social-planner/prerequisite-for-bulk-csv-basic-and-advance-csv)**[](https://docs.ghlcustomercare.com/docs/marketing/social-planner/prerequisite-for-bulk-csv-basic-and-advance-csv)**. 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)](https://jumpshare.com/v/jmDOXnKsUsQzzGVD4hhN+/GIF+Recording+2025-06-18+at+8.33.35+PM.gif) **Step 3: Upload CSV File (image 3 of 11)** 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. - What this covers: 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. - Controls: Advance Format, Upload, Next, here - Next: 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. Full procedure: 1. Select Advance Format to unlock all enhanced features. 2. Upload your filled-out.csv or.xlsx file. 3. Click on Next. ### **Step 4:** Select Social Accounts & Approval Settings 1. Select social **Channel/Channels** you want to post to. 2. If the posts need approval, click on the **Send for approval** box to turn it on and **select an approver**. 3. Click on **Create**. ![Step 4: Select Social Accounts & Approval Settings (image 4 of 11)](https://jumpshare.com/v/qQuGRS8HTa8ommQnqO58+/GIF+Recording+2025-06-18+at+8.42.08+PM.gif) **Step 4: Select Social Accounts & Approval Settings (image 4 of 11)** 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. - What to choose: 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. - Controls: Channel/Channels, Send for approval, select an approver, Create - Next: The system will flag any issues. Review and correct them before proceeding. Full procedure: 1. Select social Channel/Channels you want to post to. 2. If the posts need approval, click on the Send for approval box to turn it on and select an approver. 3. Click on Create. ### **Step 5:** Review & Correct Errors 1. The system will flag any issues. 2. **Review** and **correct** them before proceeding. ![Step 5: Review & Correct Errors (image 5 of 11)](https://jumpshare.com/v/EWdFvfivcjjHL8iKMjKm+/Screen+Shot+2025-06-18+at+8.55.26+PM.png) **Step 5: Review & Correct Errors (image 5 of 11)** 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. - What this covers: The system will flag any issues. Review and correct them before proceeding. - Controls: Review, correct - Next: Click on Schedule. Click on Import to add all approved posts to your calendar queue. Full procedure: 1. The system will flag any issues. 2. Review and correct them before proceeding. ### **Step 6:** Schedule and Import 1. Click on **Schedule**. 2. Click on **Import** to add all approved posts to your calendar queue. ![Step 6: Schedule and Import (image 6 of 11)](https://jumpshare.com/v/JRBSUgfbCFD7QXsQsNO9+/GIF+Recording+2025-06-18+at+9.03.07+PM.gif) **Step 6: Schedule and Import (image 6 of 11)** 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…. - What to click: Click on Schedule. Click on Import to add all approved posts to your calendar queue. - Controls: Schedule, Import - Next: 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. Full procedure: 1. Click on Schedule. 2. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064584491/original/_VllGVchUAOJG1fnH-tDe2MsSpYZozTnmw.png) **Media Support by Platform (Images, Reels, and Videos) (image 7 of 11)** 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. - What this covers: A sample of this spreadsheet can be found here as stated in the screenshot below:- - Controls: Advanced CSV for Bulk Scheduling - Next: Support 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: Example](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064585354/original/9TjQqhcUi-aGV54J7MYjvT3lueC6sutfJQ.png) **Step 4 of 4: Example** 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. - What this covers: Example: - Fields: Support image carousels, You can add multiple image URLs in the spreadsheet, Multiple image URLs must be comma-separated, Example: - Controls: image carousels, multiple image URLs, comma-separated Full procedure: 1. Support image carousels 2. You can add multiple image URLs in the spreadsheet 3. Multiple image URLs must be comma-separated 4. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064585853/original/1ejmO7onesMJtKRGRvP5o7GBBGNvasg8zg.png) **Step 6 of 6: Multiple video thumbnails are not supported, and behavior may vary…** 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. - What this covers: Multiple video thumbnails are not supported, and behavior may vary across social platforms. - Fields: Only one video or reel is supported per post, Carousels are not supported for reels or videos - Controls: one video or reel, not supported Full procedure: 1. Only one video or reel is supported per post 2. Carousels are not supported for reels or videos 3. If multiple video URLs are added, the post may fail to schedule 4. You can set a custom thumbnail for video posts using the thumbnailUrl field in your CSV/XLSX file. 5. The thumbnail is automatically applied to the first video in the post. 6. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064588185/original/tzY2qCi_8-7l11PaomurmgA8KRXBGGZ6IQ.png) **Uploading or Updating Images After CSV Import (image 10 of 11)** 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. - What this covers: This method can be used if you prefer not to include all media URLs directly in the CSV file. - Controls: 3rd review screen, IMPORTANT - Next: 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. Full procedure: 1. Add new images 2. Update existing images 3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064587871/original/yZmKPX58TX5s9bTJOGnTyDkiQ0YSxiAdzA.png) **Uploading or Updating Images After CSV Import (image 11 of 11)** 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. - What this covers: This method can be used if you prefer not to include all media URLs directly in the CSV file. - Controls: 3rd review screen, IMPORTANT - Next: 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. Full procedure: 1. Add new images 2. Update existing images 3. 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. --- ## **Related Articles** 1. [Getting Started - Setup Social Planner](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/marketing-and-lead-generation/getting-started-setup-social-planner) 2. [Prerequisite for Bulk CSV - Basic and Advance CSV](https://docs.ghlcustomercare.com/docs/marketing/social-planner/prerequisite-for-bulk-csv-basic-and-advance-csv) 3. [Social Planner: In-App Notification Banner for Disconnected Accounts](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-in-app-notification-banner-for-disconnected-accounts) 4. [How to post Recurring Social Posts through the Social Planner?](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-recurring-social-posts) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com