How to bulk import content with CSV

Edited

Adding content one piece at a time works when you're getting started, but scaling your library requires a faster approach. The Bulk Import feature lets you upload a CSV file with URLs, titles, metadata, and more—then uses AI to automatically map your columns to Content Camel fields. You can review everything before confirming, and the system handles taxonomy creation, transcoding, and processing in the background.

Accessing Bulk Import

Bulk Import is an admin-only feature located in Team Settings.

  1. Click Settings in the left sidebar

  2. Under the Data section, click Bulk Import

You can also navigate directly to /team-settings?section=import.

Step 1: Upload your CSV

You'll see a drop zone where you can drag and drop your CSV file or click to browse.

  • Supported format: CSV files only (.csv)

  • Size limit: Up to 5,000 rows

  • Headers: Any column format works—the AI auto-detects your headers

Download the template

Click Download CSV template to get a pre-built CSV with the recommended columns:

Column

Description

URL

Link to the content (web page, PDF, video, etc.)

Title

Display name for the asset

Content Type

Type of content (e.g., Case Study, Whitepaper, Video)

Funnel Stage

Where it fits in the buyer journey (e.g., Awareness, Consideration)

Tags

Comma-separated tags

Product

Associated product

Industry

Target industry

Region

Geographic region

Description

Brief description of the content

Positioning

Positioning statement or notes

Import Action

"Link" (reference URL) or "Upload" (download and host)

You don't need to use all columns—include only what you have.

AI analysis

After you select a file, the system analyzes your CSV using AI. You'll see a spinner with "Analyzing your CSV..." while it maps your columns and detects any issues. This typically takes 10–30 seconds.

Step 2: Review the mapping

The review screen has four sections to help you verify everything before importing.

Summary bar

Four stat cards show how your rows break down:

  • Valid (green) — Ready to import

  • Warnings (amber) — Will import but have minor issues

  • Errors (red) — Will be skipped

  • Duplicates (gray) — Match existing content in your library

Column mapping

This table shows how the AI mapped each of your CSV columns to Content Camel fields. For each mapping you'll see:

  • CSV Column — Your original header name

  • Mapped To — The system field (editable dropdown)

  • Confidence — How sure the AI is: High (green, 80%+), Medium (amber, 50%+), or Low (red, under 50%)

  • Reasoning — The AI's explanation for its mapping choice

Columns are sorted lowest-confidence first so you see the ones needing attention at the top. If all columns are mapped with high confidence, the table collapses to a summary—click to expand and review.

You can override any mapping using the dropdown. Available fields include URL, Title, Content Type, Funnel Stage, Tags, Product, Industry, Region, Positioning, Description, Status, and Import Action. Set a column to Unmapped to skip it entirely.

New taxonomy values

If your CSV contains values that don't exist in your workspace taxonomy yet (e.g., a new Content Type or Tag), they're shown in a collapsible blue info bar: "N new taxonomy values will be created." Expand it to see the new values grouped by field type. These will be created automatically when you run the import.

Row preview

A paginated table showing your rows with their status, mapped data (up to 5 fields), import action (Link or Upload), and any issues detected. Error and duplicate rows have their action dropdowns disabled since they'll be skipped.

Confirm the import

At the bottom, you'll see the total count of items that will be imported. Click "Import N items" to proceed.

Step 3: Import progress

After confirming, the system processes your import in stages:

  1. Creating taxonomy values and preparing items — Setting up any new tags, types, or stages

  2. Items are being processed by the transcoder — Downloading, converting, and generating thumbnails

  3. Import complete — Everything is ready

A progress bar tracks the process. For large imports, this may take a few minutes.

Results

When complete, you'll see:

  • Success count — How many items were imported

  • Failed items — If any items failed, click to expand and see the source URL and error for each

  • New taxonomy values — Confirmation of any taxonomy values that were created

Click Done to return to the upload screen.

Import history

Below the wizard, you'll find a history table showing all past imports with their file name, status, item count, and date.

To undo an import, click the trash icon on any row. This archives the imported items and reverts any taxonomy values that were created.

Best practices

  • Start with the template — Download the CSV template to see the expected format, then adapt it to your data

  • Include URLs — Each row should have a URL pointing to the content. The system fetches and processes the content from there

  • Review low-confidence mappings — The AI is usually right, but double-check amber and red confidence columns before importing

  • Use "Link" vs "Upload" wisely — "Link" keeps a reference to the original URL; "Upload" downloads and hosts the file in Content Camel

  • Check duplicates — The system detects duplicates automatically. If you see unexpected duplicates, verify your URLs aren't already in the library

  • Clean your CSV first — Remove empty rows and ensure URLs are valid before uploading

Have questions?

If you have any questions about bulk importing content, reach out to our support team. We're here to help you get your content library set up quickly.