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Reference guide for CSV file formats used in batch imports.

Website Batch Import

Required Columns

Optional Columns

Example CSV

Client Batch Import

Required Columns

Optional Columns

Example CSV

Blog Pipeline Import

Required Columns

Optional Columns

Example CSV

CSV Formatting Rules

Encoding

  • Use UTF-8 encoding
  • Save as .csv file

Text with Commas

Wrap text containing commas in quotes:

Special Characters

  • Escape quotes with double quotes: ""
  • Avoid line breaks in cells
  • Remove trailing spaces

Common Errors

Downloading Templates

  1. Open Workflows
  2. Click Batch Import
  3. Click “Download Sample CSV”
  4. Use template as starting point

AI Credit Usage

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Plan Comparison

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