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Import Articles with CSV File

CSV Import feature let’s you easily create and update articles and categories for your Knowledge Base.

For detailed information about data in CSV file and the differences between CSV and XML, read this overview article.

RECOMMENDATIONS
  • Perform the import during non-busy hours.
  • We highly recommend you test the import and export on a staging or test site before running it in production.
  • Always back up your database before starting any import and thoroughly test KB content after the import is complete.
BEFORE YOU START:

Make sure your CSV file is correctly formatted. Please read about CVS File Format and Examples

Excel / Google Sheets limitations​

Please note that if you are using Excel or Google Sheets to create CSV files you will not be able to enter above these character limits per cell: Excel limit of 32,767 characters and Google Sheets limit of 50,000 characters.

General information
  • Article post status will be set as Draft unless specified in the Status column.
  • If the KB at the destination website has a custom sequence for categories and/or articles, the imported categories and articles will be placed at the end of the list of articles.
  • If a category exists, regardless of its parents, it will be used to assign it to the imported articles with the same category.
  • If a category does not exist, it will be created.
  • Categories assigned to an article but not in the article import will be unassigned.
  • If Access Manager is active, articles are set to private and assigned to the admin running the import.
  • Import files contain article content. The files are stored in the wp-content/upload/echo-knowledge-base folder. At import start, import completion, and during scheduled Cron (6pm the next day) the files should be deleted. Check the directory and delete any files left over.
  • Only a single license is required to migrate content between sites.
Notes
  • Ensure that you match KB category names from the CSV file with those in WordPress if you want to keep articles assigned to them.
  • If the user does not want the article overwritten, they have three options:
    • Uncheck the article check box in the first step of the import.
    • Change the Article name in the WordPress admin.
    • Change the Article name in the CSV file.

Please ensure you have the Import/Export add-on installed and the license key activated before starting this process.

During import, if you have errors in your CSV file, a message will appear at the bottom preventing you from importing the CSV.

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