Import messages from a spreadsheet

Write your whole path in a spreadsheet and upload every message at once with a CSV file.

When to use this

You've written your 21, 30 or 90 messages in a spreadsheet already.
You'd rather edit in bulk than add messages one at a time.
You're moving a sequence over from another tool.

Import a schedule

Open the import dialog

Open the path from Offerings → Paths. On the Schedule tab, click Import CSV.

Download the template

Click Download Self-Paced template or Download Scheduled template. The dialog offers the one that matches your path's type.

Fill it in

Add one row per message, using the columns below. Save the file as CSV.

Upload and review

Click Click to upload CSV file and choose your file. Soul shows a preview of every row it read. Rows with a problem are skipped and listed (for example Row 4, column "delivery_time": required (HH:mm)).

Create the messages

Click Create Schedules. The messages are added to the path's existing schedule.

Columns

Column	What to put in it
`type`	`prompt`, `pro-tip` or `task`
`delivery_day`	Day number: 1, 2, 3… (1 is the first day)
`delivery_time`	24-hour time, such as 07:00 or 14:30
`english`	The message in English
`spanish`	The message in Spanish (optional)

Column	What to put in it
`type`	`prompt`, `pro-tip` or `task`
`delivery_date`	YYYY-MM-DD or MM/DD/YYYY
`delivery_time`	24-hour time, such as 07:00 or 14:30
`channel`	`sms` (Text), `email` (Email) or `both` (Text + Email)
`english`	The text message in English
`spanish`	The text message in Spanish (optional)
`email_english`	Email body in English (optional; falls back to `english`). Plain text, or HTML if it starts with `<`
`email_spanish`	Email body in Spanish (optional)

Good to know

Use the right template. A file with delivery_day is read as Self-Paced and one with delivery_date as Scheduled. Importing the wrong kind shows an error asking you to download the matching template.
Scheduled dates must be on or after the path's start date (the day you created the path).
Importing adds, it doesn't replace. Importing the same file twice creates duplicates. Delete any extras from the schedule list.
Attachments can't be imported. Add images, video or audio afterwards by editing the message.
Email-only rows need either english or email_english.

What your members see

Exactly the same as messages added by hand. Each one arrives on its day or date.