Import Articles
Overview
The Import utility allows you to import KB articles and KB Categories into your Knowledge Base.
You can use this utility to:
- import articles from another knowledge base software
- generate articles from different content sources and systems
- move articles between knowledge bases (only title, content, categories)
- use CSV as a quick way to add short articles
The Import utility will read CSV file and import articles present in the file.
Please note that:
- During import, KB Categories will be created if needed
- KB Category hierarchy is flat after import. You will need to create a hierarchy from the imported categories.
Imported File Format
The CSV file needs to have a header and one or more rows, one for each article.
Requirements for CSV header:
- ‘title’ column
- Mandatory column
- Each row needs to have title value
- ‘content’ column
- Mandatory column
- Value can be empty
- Value can be in HTML format
- ‘categories’ column
- Optional column
- One or more KB Category names separated by comma
- KB Categories that do not exist will be created.
- KB Category hierarchy must be setup manually after the import.
Import Process
Import of the file is a two-step process:
1. CSV File is Validated
- File must be in CSV format and have .csv extension
- File must have a header with at least ‘title’ and ‘content’ columns
- The validation process will show up to three tables:
- Error – table contains rows that could not be processed. See the error message for details.
- Overwrite – articles with the same names already exists in the WordPress database.
- New – articles do not exist in the database and will be created.
2. Articles are Imported
- Rows in the Error table are ignored
- Rows in the Overwrite table will be processed as follows:
- The existing article title and content will be overwritten with values from the CSV file
- If the existing article was in Trash it will become a 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.
- Current KB Categories not in CSV will be unassigned from the article
- NOTE: If the user does not want the article overwritten then 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.
- Rows in the New table will be processed as follows:
- The new article will be created.
- 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.
Manage KB Screen
Coming soon.