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How to Create a CSV Spreadsheet and upload it to Edgar with Bulk Import

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Written by Edgar
Updated over 3 years ago

How to Create and Format a CSV Spreadsheet to Bulk Import to Edgar
How to Bulk Import Your CSV Spreadsheet
Save a CSV Spreadsheet: Windows
Save a CSV Spreadsheet: Mac
Save a CSV Spreadsheet: Google Sheets

Create and Format a CSV File for Bulk Import

To create your spreadsheet, we recommend using Google Sheets or Numbers (if you're on a Mac). We do not recommend Excel as it may create unreadable characters in .csv files. 

To create a spreadsheet Edgar can read, follow these steps:

  1. Place all of your content (including any links) in Column A. 

  2. Optionally, you can place the category you'd like each of your posts to be uploaded to in Column B. This is case specific, i.e. use My Blog Posts instead of my blog posts. And don't put a category on your spreadsheet unless you have already created that category in Edgar on the Categories page. 

  3. There should be no content in any columns except A and B. At this time, bulk import is text only.

  4. Export your spreadsheet as a .csv file with UTF-8 encoding. Need additional help with creating a UTF-8 encoded .csv file? Go here: How to Export as a UTF-8 Encoded .csv File

Please note: Edgar's bulk import works with text only. Bulk imports do not work for images, videos or text with emojis.
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​Link Shortening with Bit.ly: If you have chosen bit.ly as your URL shortener, limit your CSV file to 100 rows or less to avoid bit.ly's rate limit.  Files larger than 100 rows may not have links shortened correctly for bit.ly.

Need more help? Scroll down to see specific directions for creating a .csv file in various spreadsheet programs.

How to Save Your CSV Spreadsheet

The steps are slightly different depending which spreadsheet software you use. See below for specific details for Google Sheets, Numbers, and Notepad.

*Note: We do not recommend using Excel as it may create unreadable characters in CSV files.

Windows

If you use Excel

We do not recommend using Excel for exporting to .csv as it can create unreadable characters in .csv files.  If you have already created your spreadsheet in Excel, follow these steps to move it to Google Sheets and save it as a .csv file: 

  1. Open a new sheet in Google Sheets

  2. Copy and paste your content from your Excel spreadsheet into the Google Sheet

  3. In Google Sheets, click File

  4. Click on or hover over Download As

  5. Choose the option Comma-separated values (.csv, current sheet)

  6. After clicking on that option, your file will be automatically downloaded to your computer

If you use Notepad

  1. Click on File

  2. Choose Save As

  3. There are three items to update in the Save dialog that comes up: 1) Save as type: change this to All Files 2)File name: name your file and add the .csv extension to it - e.g.: mycontent.csv 3) Encoding: click on the dropdown and choose UTF-8

  4. Save!

Mac

*If you use Excel for Mac, we highly recommend that you open your spreadsheet in either Numbers or Google Sheets to convert and export the final csv file to UTF-8 encoding. Excel for Mac does not natively support the import or export of UTF-8 encoded files.

If you use Numbers

  1. Click on File

  2. Hover over Export 

  3. In the submenu that appears, choose CSV

  4. Click on Advanced Options to show the Text Encoding dropdown

  5. Select Unicode (UTF-8) from the dropdown menu

  6. Click Next

  7. Save!

Google Sheets

To save your Google Sheets spreadsheet to your computer as a .csv file for upload to Edgar, follow these steps:

  1. In Google Sheets, click File

  2. Click on or hover over Download As

  3. Choose the option Comma-separated values (.csv, current sheet)

  4. After clicking on that option, your file will be automatically downloaded to your computer

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Upload Your CSV File to Edgar

To start a bulk import, go to Import and click Import a spreadsheet.  Select your .csv file from your computer, and click Import.

Edgar will grab all your posts from your .csv file and display them in a list for you.  Use the social media icons on the right to associate your content with your social media accounts. Use the drop down menus to change the categories of your posts, if desired.  And use the Use Once check boxes if you'd like this imported content to be used one time only.  

Click Import Content at the bottom to add your content to your Library.

*Note: Because Pinterest and Instagram require an attached image or video, bulk import is currently unavailable for those networks.

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