Importing Social Posts in Bulk

Unifyr allows you to import social posts in bulk from a .CSV UTF-8 format file. You can download a sample file from the Import Social Posts page to use as starting point, if required. The file being imported must not exceed 50MB in size. 

Content restrictions for social posts apply for bulk imported posts - for more information, see Follow these guidelines when creating your own posts in Unifyr.

Follow these steps to upload social posts in bulk: 

1. Navigate to Partner Marketing > Social Media.
2. In the Social Posts, Weekly View, or Monthly View tab, click Import Posts.
3. [Optional] In Import Social Posts, click Download a sample file to get a CSV file to use as the basis for your import. Ensure you delete any placeholder content from the columns, or the import will generate errors.

4. Prepare the file for import. It must contain this information for each post:

   Notes:

   • Ensure you provide a value for Yes/No fields, or leave a field blank if it doesn't require a value.
   • Separate multiple values in a column with a semi-colon
   • Unifyr will flag entries as invalid if they contain the default text provided in the sample file - ensure it’s removed if a value isn’t required.
   • There is no option to include dynamic fields as placeholders for partner information when bulk importing posts.

   Column Header	Description
   Content	Enter the post copy. As well as text, you can include URLs, for example links to content hosted on 3rd party services such as YouTube or Vimeo. See Follow these guidelines when creating your own posts in Unifyr for information on content and character number restrictions. Important Note: Remove all custom formatting such as font, text color, borders, alignment, and fill. Additional characters and line breaks can be included.
   Character Count [Optional - not included as default]	You can add a column with a formula to count the characters in the Content field to ensure you are keeping within the required limits. The formula is “=LEN(insert Content cell here)” Unifyr will not upload this column. It is just for your personal information when creating posts in the bulk import spreadsheet.
   Platforms	List the social platforms you'd like to assign to the post. Although we recommend creating unique posts for each platform, you can specify multiple platforms by separating them with a semicolon and no space. For example: LinkedIn;Twitter;Facebook Use Twitter as the identifier for the X platform here.
   Both	Specify whether you’d like to create both a Scheduled and Library version of this post. Possible values: Yes or No If you choose No, the type of post created will depend on the value given for Scheduled Date.
   Scheduled Date	Add date information, depending on the type of post you're creating: Scheduled Social Post or Both: Add the date/time on which to send the post, in the dd-mm-yyyy hh:mm format. For example, to specify 9.00 a.m. on July 30th, 2026, enter 30-07-2026 09:00. You may need to use Excel's formatting options to put the date in the required format. Library Social Post: Leave the field blank
   Partner Groups	List the Partner Groups to which to post will apply. Separate multiple Partner Groups with a semicolon and no space, for example Adventurer Tier Partners;Gold Partners.
   Social Form	Specify whether to present a Social Form with the post.  Possible values: Yes or No If the form is provided, anyone trying to engage with your social media content must complete the form to provide basic information about themselves before proceeding to the post content. The social form can be personalized in the partner portal to meet the partner’s branding guidelines. You can configure and customize your Social Form in Partner Marketing > Social Media > Settings > Social Form. For more information, see Configuring a Social Form. This is an example of a Social Form, as it will be presented to partners for customization in the partner portal:
   Enable Partner Personalization	Specify whether the partner can edit the social post once you've made it available to them in the partner portal. Possible values: Yes or No We recommend allowing this option so that partners can personalize the message to their brand voice. They can also change the date/time to send out scheduled posts.
   Social Tags	Specify the social tag(s) with which to categorize your post. You’ll see a column for each tag category. Specify tags for each category as required. Separate multiple tags in a category with a semicolon and no space. For example, in the Language column: English (UK);English(US) The social tags must be named exactly how they are in your Unifyr account. To see the list, go to Partner Marketing > Social Media > Create New Post and open the Post Filters area. Syndicated social posts are organized by social topics such as Language, Product, Industry, etc., each with a set of tags. Categorize your Social Posts with these social tags and partners can opt in to the subjects that are most relevant to them. Social topics/tags are managed as Tags in Unifyr - they are tags of type Social Content. For more information, see About Tags and Taxonomy. The tags you see here are unique to your Unifyr account setup - your administrator can manage the tags you need in   > Settings > Tag Management > Social Content.
   Video Url	[Optional] Add a link to a URL of a video for your post. This must be to a video you host yourself. See Follow these guidelines when creating your own posts in Unifyr for information on content and file size restrictions. Do not link to content hosted on third-party services, such as YouTube or Vimeo, here. Add those links in Content.
   Image,  Image 2-4	[Optional] Add a link to a URL of up to 4 images for your post. This must be to an image or images you host yourself. See Follow these guidelines when creating your own posts in Unifyr at the beginning of this article for information on content and file size restrictions.

5. Save the file in .CSV UTF-8 format.

6. When you've prepared the file to import, click Import Social Posts > Choose File and select it.

    

7. A validation page lists all valid and invalid post entries in the file. Click Import to continue with importing all valid posts. 

   For invalid entries, the row is highlighted in red and includes a message outlining the issue. You can click Download these entries to download and correct the errors if required, then carry out the import again.

    

Your new social posts are added to Social Posts list. If you created a post with a Scheduled Date, you can see the Scheduled version using the Weekly View, Monthly View, or the Social Posts tab.