These links were created to help you understand the import part of the software:

Company vs. Individual

Description: In this video we will learn the difference between importing a listing under Company and Individual.


Importing Member's Websites Using The Member Import Template

Description: In this video we will learn how to properly add and import the member's websites so they are linked properly in the member's listing.


Importing Top-Level (Main) Categories

Description: In this video we will learn where to add the top level categories in your member import template.


Importing Sub-Level Categories and Importing Sub-Sub Level Categories


There are 2 columns on the far right of the spreadsheet- "profession_name" and "services".


Under "profession_name", please put the Top Level Category that you would like the listing to be imported into. For example, if we were doing this for the Local Dessert Shops Directory (Categories seen here: http://bit.ly/1bhGDZd), then I could add “Ice Cream Shop” in this column.


In the "services" column, please add a comma-separated list of Sub Level Categories you would like the listing added into. For example, for the listing you added the Top Level Category “Ice Cream Shop”, you could add the Sub Level Categories "Ice Cream,Ice Cream Cake,Ice Cream Cupcake" (since these are all Sub Level Categories of “Ice Cream Shop” that apply to this listing). If you would like a listing imported into ALL Sub Level Categories under the Top Level Category it is being imported into (as designated in the profession_name column), then you could simply put "all" under the services column.


Please note that all of the Top Level Categories and Sub Level Categories entered into this spreadsheet must be spelled exactly the same as they are in the category structure in your Directory Planner.


Importing US Zip-Codes

Description: This video clarifies the importing format your zip codes should have prior to import inf you are importing Zip codes in the United States.


Importing Custom Variables

Description: In this Video we will learn how to add a custom variable in a way you can import values and have these reflect in the front end of the website.


Importing Your Member Website URLs

Description: In this video we will learn how to properly add and import the member's websites so they are linked properly in the member's listing. 


Importing Members Without An Email

Description: In this video we will clarify what happens to the listing who do not come with an email address in the CSV spreadsheet.


Import Settings

Description: In this video we will explain each of the import settings prior to uploading your CSV template