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TOOL HOW-TOOctober 24, 20267 min read

How to Use Sendible to Bulk-Schedule a Month of Client Posts

JH

By Joris van Huët

Enterprise Interim CMO & Marketing Leader · 15+ years · 50+ orgs

Published

2026-10-24

The short answer: create a workspace for the client and name a post approver, let the client add their profiles through Client Connect, fill Sendible's CSV template with exactly four columns (Message, SendDate, URL, Image), import the file through the bulk importer and check every row on screen, send the posts to the approver, keep the month under the workspace's daily sending limit, and, if your content plan lives in Google Sheets, let a Zapier step create the posts only from rows a person has signed off.

Disclosure: I may earn a commission through some links on this site. It does not change what this page says.

A month of posts for one client is usually a spreadsheet long before it is a calendar. The work is moving it from one to the other without retyping, and without a post going live that the client never saw. Sendible's importer handles the first part; its approval tasks handle the second. For what the plans include and cost, see the Sendible glossary entry.

Before you import:

  1. Do the volume sum. For example, a client on four networks posting five times a week is 4 x 5 x 4 = 80 posts in a four-week month, never more than 4 on any day. Core allows 100 posts a day per workspace, but a trial workspace allows 20, per the limits article, so a test batch with every post on one date will stall.
  2. Use the plan you already have. The client's content calendar, in whatever spreadsheet it sits in, becomes the CSV. Nothing needs rewriting, only rearranging into four columns.
  3. Write down the count. Note how many posts the plan holds. At the end of the month that number, set against what was sent, is the first check that the import worked.

What you need

  • A Sendible plan or the trial. The trial is 14 days with no card; Plus, at $99 a month on monthly billing, is the first plan with assignment and approvals (pricing page, checked on 24 October 2026).
  • A page on your own website for the Client Connect widget.
  • Images hosted somewhere the importer can read. Google Drive links work; Dropbox links do not, per the bulk import article.

Step 1: Give the client a workspace

Go to Settings, Workspaces, New workspace, name it after the client, pick a colour and add the logo. If the client signs off posts, choose them as the workspace's Post approver, as the workspaces article describes. While you are there, set the workspace time zone to the client's own on the Details tab.

Step 2: Let the client connect their profiles

Go to Profiles, Add profiles, Install Client Connect, enter your website address exactly as it resolves, including https:// and with or without www as your site uses it, choose the profile types and copy the code into a page on your site, following the Client Connect article. Send the client that page. Profiles they add land under the main admin user, so share them into the client's workspace afterwards with Profile sharing in Settings, Workspaces. Instagram Reminder and WordPress profiles cannot come in this way.

Step 3: Build the CSV

Download the template from the bulk import article and keep its headings exactly: Message, SendDate, URL and Image. If a heading differs, the posts do not import. One image per post; no videos or video links. Write @mentions only for X, because on every other network they import as plain text and need editing afterwards.

Step 4: Import and read every row

Open the Compose Box and click Compose in bulk. Choose whether the posts are Scheduled, added to a Queue or saved as Drafts; for scheduled posts, select the client's profiles. Click Upload .Csv, confirm the date format you used, and pick the file. The importer fills a form with every message, date and link before anything is created, so read it there, fix what is wrong, then click Import. This screen is the cheapest place to catch a wrong date.

Step 5: Send the month for approval

The bulk importer can send messages for approval as well as schedule them. The approver gets a dashboard notification and an email, and approving or rejecting with comments comes back to you the same way, per the approval article. Track it all in Publish, Tasks. Two cautions from the tasks article: Mark As Done is not approval, and a task whose scheduled time has passed is sent the moment it is approved, so reschedule late posts before the client clicks.

Step 6: Put the evergreen posts in a queue

Not every row needs a date. Tips, testimonials and blog links can go to a queue under Publish, Queues, which publishes on the weekdays and times you set. The queues article warns against recycling a queue with only a few posts and frequent slots, which can be flagged as spam, and notes that a post with network-specific variations takes one slot per variation.

Step 7: Let a Zapier step feed the queue, after a person signs off

If the content plan lives in Google Sheets, Zapier's Sendible integration offers Create Scheduled Post, Create Queued Post, Approve Draft Post and Delete Post, and a ready template creates Sendible posts from new or updated rows in a sheet (Zapier's Sendible page; setup in Sendible's Zapier article). Let an AI assistant draft next month's captions into one tab; a person edits them and moves the finished rows to a second tab; the zap watches only the second tab and creates queued posts. Leave Approve Draft Post out of the zap, so the client's sign-off stays a human click. Sendible's own AI Assist article says the same of its built-in writer: captions can be inaccurate, and a person must check them before posting.

Step 8: Know how to stop everything

If the client has a crisis, the workspace Publishing tab can pause all scheduled and queued posts. Those posts then show as sent in Sendible although they were not published, so after resuming you reschedule them, per the workspaces article.

Mistakes Sendible's guides flag

  • Template headings changed. The import fails without them.
  • Late approvals. Approving a past-due task publishes it immediately.
  • Duplicate profiles. Reconnecting through Client Connect with even one setting changed creates a second profile instead of updating the first.
  • Paused means "sent". Paused posts need rescheduling after you resume.

Checking the month landed

At month end, set the planned count from before you started against the posts the workspace sent, and open the failures. Then compare approval turnaround with the last month you ran by email: how many days from sending the batch to the last approval.

The trial is built to end in a subscription: add a card during it and Sendible bills you automatically when the 14 days are up, per the pricing FAQ. Add the card only once one client's month has gone through approval in it.

FAQ

Can I import videos in bulk?

Not through the CSV. The bulk import article rules out videos and video links in the file, so attach videos to those posts after the import.

Does the client need a Sendible login?

Not to connect profiles: Client Connect works without one. To approve posts, the client is the user chosen as approver on the workspace, and users are unlimited on every plan.

Can a post go to Facebook and Instagram with different text?

Yes, by editing each network's tab in the Compose Box. In a queue, each variation then takes its own time slot.

TAGS
SendibleBulk SchedulingCSV ImportClient ApprovalsAgency WorkflowZapier

ABOUT THE AUTHOR

I am Joris van Huët, an enterprise interim CMO. 15+ years, 50+ organizations, including ING, P&G, Nestlé, BNP Paribas, WeTransfer and Vinted. I take on innovation projects (venture building, design sprints), agentic marketing (setting up and running AI agents) and hands-on multi-channel work. See the track record.

I wrote and published this with AI assistance, and I answer for it. Claims about my own experience are limited to the track record above, and a statistic links to its source or is labelled as an example. I sell interim and fractional CMO work, which is why this site exists. How this site is written.

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