📋 Citation File Deployment Guide
This guide documents the process for creating a client Citation File from an Excel export of existing citations.
🚀 Quick Start - Copy This Entire Prompt to Claude
COPY EVERYTHING IN THE BOX BELOW AND PASTE INTO CLAUDE:
I want to give you a template I use. And then an excel file. I need you to go through and fill on the template file the links. They will match up. So for example, if Yelp is listed on the template, Yelp is on the excel file and you fill the information.
Here is the citation template "C:\Users\peanu\dist\HTML Templates\GMB\Brand-And-Citations.html"
Here is the client list of citations and/or brand that has been created "C:\Users\peanu\Desktop\[CLIENT NAME].xlsx"
Remove the ones that aren't created and add the ones that aren't listed in the template.
Give me an output of what is NOT on the excel file so I know what we need to build. And then create the page with the information from the excel file. Named [CLIENT NAME] Citation File
⚠️ IMPORTANT: Replace
[CLIENT NAME] with the actual client name in BOTH places (the Excel file path and the output file name).
Example: For "Valley Spring" client, change:
[CLIENT NAME].xlsx → Valley Spring.xlsx
Named [CLIENT NAME] Citation File → Named Valley Spring Citation File
Prerequisites
Files Needed:
| File |
Location |
Description |
| Template |
C:\Users\peanu\dist\HTML Templates\GMB\Brand-And-Citations.html |
Master template with all brand property and citation placeholders |
| Client Excel |
C:\Users\peanu\Desktop\[Client Name].xlsx |
Screaming Frog export or similar crawler export with existing citation URLs |
Excel File Requirements:
- Must have an "Address" column containing the full URLs
- Typically exported from Screaming Frog SEO Spider
- Contains all crawled citation/brand property URLs for the client
Step-by-Step Process
1 Provide Files to Claude
Start with this prompt:
"I want to give you a template I use. And then an excel file. I need you to go through and fill on the template file the links. They will match up. So for example, if Yelp is listed on the template, Yelp is on the excel file and you fill the information. Understand that?"
Then provide the file paths:
Here is the citation template "C:\Users\peanu\dist\HTML Templates\GMB\Brand-And-Citations.html"
Here is the client list of citations and/or brand that has been created "C:\Users\peanu\Desktop\[Client Name].xlsx"
Remove the ones that aren't created and add the ones that aren't listed in the template. Understand that? don't create it yet.
2 Claude Reads Both Files
Claude will:
- Read the HTML template to identify all brand properties and citation placeholders
- Read the Excel file using Python/pandas to extract URLs from the "Address" column
- Handle encoding issues automatically (UTF-8 for special characters)
Note: If the Excel read fails, Claude will try alternative methods (PowerShell COM, different encodings, etc.)
3 Claude Compares and Matches
Claude analyzes both files and identifies:
| Category |
Description |
Action |
| Matches |
URLs in Excel that match template placeholders (e.g., yelp.com → Yelp) |
Fill in the template with actual URLs |
| In Template, NOT in Excel |
Platforms that need to be built |
List in "Need to Build" section |
| In Excel, NOT in Template |
Additional citations the client has |
Add to the output file |
| Broken/Not Working URLs |
URLs with 4xx/5xx status codes in Excel |
List in "Need to Rebuild" section |
4 Request the Output
Use this prompt:
"Give me an output of what is NOT on the excel file so I know what we need to build. And then create the page with the information from the excel file. Named [Client Name] Citation File"
5 Claude Generates Output
Claude creates two things:
A. List of What Needs to Be Built
============================================================
BRAND PROPERTIES NOT IN EXCEL (Need to Build):
============================================================
- Blogger
- Gravatar
- WordPress
- Weebly
... (etc)
Total Missing Brand Properties: XX
============================================================
CITATIONS NOT IN EXCEL (Need to Build):
============================================================
- Manta
- Ezlocal
- Tupalo
... (etc)
Total Missing Citations: XX
*** TOTAL ITEMS TO BUILD: XX ***
B. New HTML Citation File
Saved to: C:\Users\peanu\Desktop\[Client Name] Citation File.html
Output File Structure
The generated Citation File follows this structure:
<!DOCTYPE html>
<html lang="en">
<head>
<title>[Client Name] Brand</title>
<meta charset="UTF-8">
<!-- Schema.org markup -->
</head>
<body>
<h1>[Client Name]</h1>
<h2>Brand Name:</h2>
<p>[Client Name]</p>
Website: [URL]
Location: [City], [State] [ZIP]
Phone: [Phone]
<h2>[Client Name] Brand Properties</h2>
<a href="[URL]">[Client] on Pinterest</a><br>
<a href="[URL]">[Client] on Behance</a><br>
<a href="[URL]">[Client] on Medium</a><br>
...
<h2>[Client Name] Citations</h2>
<a href="[URL]">[Client] on Yelp</a><br>
<a href="[URL]">[Client] on Yellow Pages</a><br>
<a href="[URL]">[Client] on Merchant Circle</a><br>
...
<h2>[Client Name] Press</h2>
<a href="[URL]">[Client] on Press Advantage</a><br>
...
<h2>Citations/Properties That Need To Be Built</h2>
<h3>From Template (Not Created Yet):</h3>
<p><strong>Brand Properties:</strong> Blogger, Gravatar, WordPress...</p>
<p><strong>Citations:</strong> Manta, Ezlocal, Tupalo...</p>
<h3>From Excel (Not Working/Need to Rebuild):</h3>
<p>[List of broken URLs from Excel]</p>
</body>
</html>
Example: Valley Spring Recovery Center
Input:
- Template: Brand-And-Citations.html (95 platform placeholders)
- Excel: Valley Spring.xlsx (137 URLs from Screaming Frog crawl)
Output:
- File Created: Valley Spring Citation File.html
- Working Citations Added: ~70 URLs
- Brand Properties to Build: 42 platforms
- Citations to Build: 38 platforms
- Broken/Need Rebuild: 18 URLs
Quick Reference Prompts
Initial Setup:
I want to give you a template I use. And then an excel file. I need you to go through and fill on the template file the links. They will match up.
Template: C:\Users\peanu\dist\HTML Templates\GMB\Brand-And-Citations.html
Excel: C:\Users\peanu\Desktop\[CLIENT NAME].xlsx
Remove the ones that aren't created and add the ones that aren't listed in the template.
Generate Output:
Give me an output of what is NOT on the excel file so I know what we need to build. And then create the page with the information from the excel file. Named [CLIENT NAME] Citation File
Tips
✓ Best Practices:
- Always use a fresh Screaming Frog crawl for accurate URL status
- Review the "Need to Rebuild" section for broken citations that should be recreated
- Use the "Need to Build" list with the Brand Properties & Citations Guide for step-by-step instructions
- Keep the Citation File updated as new profiles are created
⚠ Common Issues:
- Excel encoding errors → Claude will try UTF-8 encoding automatically
- Missing "Address" column → Ensure Screaming Frog export includes URL column
- Duplicate entries → Claude consolidates duplicates, noting "(2)" for second listings
Last Updated: January 2026