How to Import a CSV File

In this article we will show you how to import your CSV file content into Knowledge Base as KB Articles and KB Categories.

Step 1: Upload File to Import

  1. Choose your CSV file from your computer.
  2. Click on “Prepare Articles for Import” to start the next step.

Step 2: Review Uploaded Data Before Import Starts

When the first step finishes, it will display a status of all rows in the CSV file:

The import process executes the following logic:

  • Rows in the Errors Found table are ignored
  • Rows in the Overwrite Articles table will be processed as follows:
    • The existing article title and content will be overwritten with values from the CSV file
    • Article post status will be set as draft
    • KB Categories for each article will be updated to match exactly what is in the CSV file:
      • Current KB Categories not in CSV will be unassigned from the article
        • NOTE: ensure that you match KB category names from the CSV file with those in WordPress if you want to keep the article assigned to them.
      • Current KB Categories in the CSV file will be assigned to the article if missing.
      • If the CSV has no value in the Categories column then the article will have no KB Categories assigned.
  • Rows in the New Articles table will be processed as follows:
    • The new article will be created with “Draft” status.
    • KB Categories will be created if needed and assigned to the new article.
    • If the CSV has no value in Categories column then the article will have no KB Categories assigned.

NOTE: If the user does not want the article overwritten then they have three options:

    1. Uncheck the article check box in the first step of the import
    2. Change the Article name in the WordPress admin.
    3. Change the Article name in the CSV file.

Step 2.1 Review Errors Found

The Errors Found table contains rows that could not be processed. See the Error Details column for more information.

Step 2.2 Review Articles to Overwrite

The Overwrite Articles table contains articles that match (by their titles) with existing articles and will overwrite the existing article upon import.

You can un-check articles that you do not want to override.

Step 2.3 Review Articles to Create

The New Articles table shows which articles were not found in the WordPress posts table (matched by title) and will be created upon import.

On the New Articles table, a few actions are possible:

  1. If you uncheck any article, it will not be imported.
  2. Click on the ( i ) Icon to see categories to which this article is assigned. If these Categories don’t exist they will be created.
  3. If you are ready, click on the Import Articles button to start the process of creating and updating articles in the database.
  4. If you need to start over click on this button.

Step 3. Import Articles

After the Import Articles button is clicked, the import process will start. It will be executed in batches. The number of articles imported at the given moment will be displayed.

  1. The import status
  2. To view all the imported articles, click on this button.

Step 4. Review and Publish Imported Articles

The last step is to review imported articles in admin > Knowledge Base > All Articles. Also ensure that each article has at least one category assigned.

Finally publish the article so that they will become visible on the front end.

Articles that do not have a category or are in draft status will not be visible on the front end.

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