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Archive allows you to efficiently import creator information from CSV files and associate multiple social media profiles (Instagram, TikTok, and YouTube) with each creator, streamlining your influencer marketing campaign management. This process is also used for merging Social Profiles to a creator.
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It is essential to use our template for importing Creators; it must include the specified account type, usernames (handles), and full name columns, along with related information. If you don't use the template, our system will disregard your upload.
When managing creators in Archive, it's crucial to understand the distinction between "importing creators" and "labeling social profiles." Importing creators allows grouping multiple social media profiles under a single creator by including a Full Name, ensuring accurate grouping and efficient data handling. Conversely, labeling social profiles involves targeting specific individual profiles without grouping them under one creator. Additionally, ensure that you are using the correct CSV template for your intended destination. Using an incompatible template, such as the Social Profile Import Template for the Creator Page, can lead to system errors.
To ensure smooth imports, always match your CSV template to the required destination format. As an alternative workflow, consider importing profiles first using the Social Profile Template, applying relevant labels, and then creating campaigns targeting creators with these labels.
Importing Through the Creators Page
Navigate to your Creators page and click the three-dot menu to select "Import from file"
Select "Download example" to obtain the sample format that will guide your data preparation
Clear the sample information and populate the spreadsheet with your creators' details, including names and social handles
Export your completed spreadsheet as a CSV file, then drag and drop it into the designated upload area and select "Next"
During the review process, make sure each column is mapped to its matching field â including Instagram, TikTok, and YouTube. When you use the official template, these columns map automatically; if you used your own headers, map them manually.
Review all information for accuracy, then click "Import" to complete the process
How to Quick Add Creators to a Campaign
Available in Creator Monitoring campaigns.
The fastest way to add creators is directly inside the campaign, by pasting their handles:
Open your campaign and click + Add creators.
On the Quick add tab, paste creator handles â Instagram or TikTok usernames â one by one or in bulk.
Click Add to add them to the campaign.
How to Import Creators Directly to a Campaign
Open your campaign and click + Add creators.
On the Import CSV tab, download the CSV template (please make sure you're using the template).
Fill it in with creator names and handles, and export as a CSV.
Drag it into the upload area.
How to Add Specific Creators to Your Campaign Through Your Creators Page
Navigate to your Creators page.
Select the creators you want to add by checking the box next to their names
Click on the Add to Campaign icon at the action bar.
From the dropdown menu, select the specific campaign you want to add these creators to.
How to Add Specific Creators to Your Campaign Through Your Creator Search Page
Navigate to your Creator Search Page to browse through your creator database.
Use the search function to filter creators based on your campaign requirements.
Review the search results and select the creators you want to include by clicking the checkboxes beside their names.
Once you've selected all desired creators, locate the Manage Campaigns icon on the action bar.
Select the specific campaign to which you want to add these creators from the dropdown menu.
How to Import Creators from CSV
You can also import creators directly into a specific campaign using the same CSV wizard: from your Campaigns page, open the campaign, go to the Creators tab, and click Import from file. For the full walkthrough (template, column mapping, and troubleshooting), see Importing Creators.
Note: After you add creators, you can track their performance and manage their content within the campaign.
Troubleshooting Common Issues
If you encounter problems when importing creators from a CSV file, consider the following troubleshooting tips:
Check Template Compatibility: Verify that you're using the correct template for your intended destination (social profiles, creators, or campaigns).
Include Complete Data: For importing creators, ensure the Full Name column is filled to enable proper grouping of social profiles.
Follow Format Guidelines: Ensure your CSV file adheres to the required column structure and formatting rules.
Best Practices for Successful Creator Management
Always double-check the accuracy and completeness of your import file before uploading.
Use explicit and uniform labeling to maintain clarity while managing creators.
Regularly update your templates based on the latest requirements outlined in Archive.
By following these guidelines, you can ensure smooth imports and effective management of creator data within Archive.