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Management Guide

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Listings: How to use this section

Manage everything about your directory’s listings: add, import/export, edit, change status, feature, update plans, and delete.

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Top toolbar

  • Search box: Filter by listing name.
  • Import CSV: Upload a spreadsheet of listings and map your columns to the system fields. You’ll see live validation and a progress bar.
  • Export CSV: Download all current listings as a CSV file.
  • Download CSV Template: Get a ready-to-fill template with all the fields your directory supports (including custom fields).
  • Add New Listing: Create a listing manually with a form.
  • Columns: Show/hide table columns to customize your view.
  • Delete Selected: Remove the listings you’ve checked. You can also choose to delete associated images.
  • Delete All: Appears when all rows on the current page are selected; removes all currently listed items.
  • Update Selected (admins): Bulk-update Status/Featured/Subscription Plan for checked listings.

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Table row actions (three dots on each row)

  • View Listing: Opens the public page (only when published).
  • Change Status (admins): Approve, Publish, Reject, or set Pending for that listing.
  • Edit: Open an editor to update the listing details.
  • Delete: Remove the listing (with optional image deletion).

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Editing a listing

  • Opens an editor with sections for basic info, contact, media, categories/tags, location, social links, pricing, coupons, and optional SEO fields.
  • Save to apply changes; the list refreshes automatically.

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Update Status (admins)

  • Status options: Pending, Approved, Published, Rejected.
  • Email notifications: If your directory’s email settings are active, you can send an email to the submitter:
    • Rejected: Provide rejection reasons (required if sending email).
    • Approved/Published: Optionally note modifications made.

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Feature settings

  • Featured: Mark a listing as featured to highlight it.
  • Expiration date: Set when the featured status should end.
  • Exempt from automation: Keep this listing out of any automatic featuring/unfeaturing rules.

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Subscription Plan

  • Choose a plan for the listing from your available directory plans (e.g., Free, Starter, Pro).
  • Saves and reflects on the listing card/visibility rules where applicable.

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CSV import

  • Choose file: Upload a .csv file.
  • Map columns: Match each CSV column to a system field. Required fields must be mapped before you can continue.
  • Allow duplicates: Turn on if you want to import listings that have the same name as existing ones. Otherwise, duplicates are skipped.
  • Progress: Imports in batches with a live progress bar and estimated time.
  • Results: See how many were imported, skipped (duplicates), or failed, with per-row error details.
  • Notes:
    • Special characters (e.g., accents) are handled automatically.
    • Large imports might take a while; don’t close the dialog until complete.

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CSV export

Downloads all listings with the fields available in your directory, including basic info, categorization, pricing, links, coupons, contact, location, social, status/flags, SEO (if enabled), and any active custom fields.

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CSV template

  • A single-row starter file with the right headers for your directory.
  • Use it to see exactly which columns are expected and how to format values (e.g., categories/tags as comma-separated lists).

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Required fields

  • What’s required: At minimum, Name and Categories are required. Your directory may require more fields (including custom ones).
  • Who sets this: The directory owner configures which fields are enabled and required in the Edit Directory → Fields tab. Also, When adding a custom field (in Custom Fields), you can choose whether it’s required or optional.
  • During import: You must map all required fields; otherwise the import button stays disabled. The template and mapping panel will indicate what’s required.

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Default CSV fields explained

  • Basic
    • name: Listing name (required).
    • description: Short description.
    • detailedDescription: Long-form description.
    • logo: URL of the logo image.
    • images: Comma-separated URLs of additional images.
    • video: URL to a video (e.g., YouTube).
  • Categorization
    • categories: Comma-separated category names (required). Names should match your directory categories.
    • tags: Comma-separated tag names; new tags may be created.
  • Pricing & links
    • lowestPrice: Lowest price (number). If exporting, it may be price/100.
    • pricingModel: e.g., Free, One-time, Monthly, Yearly.
    • mainLink: Primary website URL.
    • demoLink: Demo/trial URL.
  • Coupons
    • coupon_code: Discount code.
    • coupon_offer: Discount description (e.g., 20% off).
  • Status & flags
    • status: PENDING, APPROVED, PUBLISHED, or REJECTED.
    • isFeatured: true or false.
    • rejectionReasons: Why the listing was rejected (used with REJECTED).
    • modificationsMade: Note of admin changes (for APPROVED/PUBLISHED emails).
    • exemptFromAutomation: true or false to opt-out of auto featuring/unfeaturing.
  • Contact
    • contact_name: Contact person’s name.
    • contact_email: Contact email.
    • contact_phone: Contact phone.
  • Location & business
    • location_address: Street address or general address.
    • location_latitude: Latitude (decimal).
    • location_longitude: Longitude (decimal).
    • operating_hours: Open hours text (e.g., Mon–Fri 9–5).
    • business_phone: Business phone number (public-facing).
  • Social
    • socialMedia_x: X/Twitter handle or URL.
    • socialMedia_facebook: Facebook page URL.
    • socialMedia_instagram: Instagram profile URL.
    • socialMedia_linkedin: LinkedIn page URL.
    • socialMedia_youtube: YouTube channel/video URL.
    • socialMedia_github: GitHub profile/repo URL.
    • socialMedia_tiktok: TikTok profile URL.
    • socialMedia_pinterest: Pinterest profile/board URL.
    • socialMedia_snapchat: Snapchat profile URL.
    • socialMedia_reddit: Reddit profile/subreddit URL.
    • socialMedia_medium: Medium profile/publication URL.
    • socialMedia_telegram: Telegram channel/group URL.
    • socialMedia_discord: Discord invite URL.
  • SEO (optional)
    • seoTitle: SEO page title.
    • seoDescription: SEO meta description.
    • seoKeywords: Comma-separated keywords.
    • focusKeyword: Main keyword for the page.
    • ogTitle: Open Graph title.
    • ogDescription: Open Graph description.
    • twitterTitle: Twitter card title.
    • twitterDescription: Twitter card description.
    • twitterCard: twitter card type (e.g., summary_large_image).
    • canonicalUrl: Canonical URL.
    • noIndex: true/false to prevent indexing.
    • noFollow: true/false to prevent following links.
    • schemaType: Schema.org type (e.g., Product).
  • Custom fields
    • custom_: One column per active custom field in your directory (e.g., custom_color). If a custom field is marked required, you must provide a value during import.

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Tips and troubleshooting

  • Missing required fields: Map all required columns in the import dialog before continuing.
  • Categories/tags: Use comma-separated names; unknown names are handled gracefully (new tags may be created).
  • Duplicates: Disable “Allow duplicates” to skip rows with names that already exist.
  • Encoding: If you see odd characters in your CSV, re-export as UTF‑8; the importer also tries to auto-fix common encodings.