KB ID # 2122
Last Update : 2018/06/18
Rating : Not Rated
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Question / Issue
How do I import a spreadsheet of social media posts to AgencyBuzz?

Answer / Solution
  1. Save your social posts in an Excel spreadsheet in .CSV format.
  2. Login to AgencyBuzz
  3. Click the Import Export icon in the Tools section of the top navigation bar.
  4. Select Social Media Posts for the type of data to import/export.
  5. Complete the Import Source & Destination page:
    1. CSV File to Import - Click the select button to locate the .CSV file of your social posts on your computer.
    2. File Includes Headers - If your spreadsheet includes a top row with column titles, check the box next to File Includes Headers.
  6. Define Field Mappings
    1. For each Source Column (the column names from the spreadsheet you are importing) select a Destination Field (a data field in AgencyBuzz) for each item to tell the system where to put the data from your spreadsheet.
    2. If there is no destination field available for a source column, select ignore column.
    3. Click Start Import to add the social posts to your account.
  7. Keep the import/export wizard open while your social posts are being added. Closing the window before the import is fully processed may result in an incomplete import.
  8. Import Complete
    1. You will receive a confirmation message with the number of social media posts that have been successfully added in your AgencyBuzz account.
    2. Import Success Log - Click the download link to view a text file log of all records that were added with the import.
    3. Import Failure Log - Click the download link to view a text file log of all failures that occurred during the import. Note: If an Import Failure log link does not appear, no failures occurred during this import.


Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=2122
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