How To Bulk Schedule Social Media Posts in Tekmatix Using a CSV File

Why This Is Important

Managing content across multiple platforms can be time-consuming. Fortunately, Tekmatix's Social Planner allows you to schedule up to 90 posts at once using a simple CSV upload — giving you back your time while keeping your brand visible.

Whether you're posting on Facebook, Instagram, TikTok, LinkedIn, or Pinterest, this feature is perfect for agencies, coaches, and business owners who want to stay consistent without manually posting every day.

What You Can Do with Bulk CSV Upload

Tekmatix offers two types of CSV scheduling options depending on your needs:

Basic CSV Upload

Supports simple post elements like:

• Post date
  

• Caption/content
  

• Image or video links
  

• OG meta URL (for link previews)

BASIC Download Sample CSV

Advanced CSV Upload

Designed for power users. It allows:

• Platform-specific post types (Reels, Stories, Shorts)
  

• YouTube video settings (title, privacy, video type)
  

• Google Business Profile post options (offers, events, CTAs)
  

• Pinterest board selection
  

• Watermark, tags, follow-up comments, and more
  

Advance Download Sample CSV

Formatting Rules and Prerequisites To Upload Bulk CSV File in Tekmatix Social Planner

Step-by-Step: How To Bulk Schedule with CSV

1. Access the Social Planner
   Go to Marketing & Emails → Social Planner in your Tekmatix dashboard.

2. Connect Your Social Accounts
   Click the Settings (gear icon) and add the platforms where you want your posts to go live.

3. Start a New CSV Upload

   • Click New Post
     

   • Select CSV Upload
     

4. Choose Upload Type

   • Basic CSV: Best for standard posts with text and media.
     

   • Advanced CSV: Ideal for cross-platform campaigns with rich post settings and targeting.

5. Prepare Your CSV File

   • Download a sample CSV template directly from the upload section.
     

   • Fill in your post details: content, date, media links, and platform-specific settings (for Advanced).

6. ⚠️ Tip: Avoid Google Drive links—upload images/videos to the Media Library and use those direct links in your CSV.
   
   

7. Upload and Review

   • Upload your CSV file.
     

   • Select which social accounts should receive the posts.
     

   • Configure approval workflows (optional).

8. Fix Any Errors

   • Review flagged posts marked in red.
     

   • Adjust content or media links as needed.

9. Click “Import” to Schedule
   All approved posts will be queued into your calendar. Done!
   

Sample Scenario: How a Digital Marketing Agency Uses It

Case: BrandNest Agency
They manage 5 clients, each with multiple social channels. At the start of the month, the team creates 60 posts for each client using an Advanced CSV template.

Each CSV includes:

• Instagram Reels
  

• LinkedIn carousel PDFs
  

• Facebook offers via Google Business Profile
  

• YouTube Shorts with scheduled privacy settings
  

With one upload per client, they get a full month's worth of posts scheduled in minutes.

Result: Massive time saved, clients impressed, and content stays consistent across all platforms.

FAQs

Q: How many posts can I upload at once?
A: You can upload up to 90 posts per CSV, spread across your selected social platforms.

Q: What if there are errors in the file?
A: The system will highlight posts with issues. Click “View Posts” to make corrections before importing.

Q: Can I import tags and categories into another workspace?
A: No, tags and categories won’t transfer when using a CSV import from a snapshot/template.

Q: What’s the difference between CSV upload and post composer?
A: CSV upload lets you schedule in bulk, while post composer is for creating posts one by one from scratch.

Final Thoughts

Bulk uploading with a CSV file in Tekmatix is a game-changer for content teams who need to stay ahead. With both Basic and Advanced upload options, you can streamline social scheduling for one brand—or manage many with ease.

Take advantage of this feature and plan smarter, not harder.