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Scenarios Overview

Below is a list of import, export, and migrate tasks and how to achieve them:

Add Short Articles to WordPress Using CSV

Use CSV file to create or update articles and import them into KB. CSV files can easily be created and managed in MS Excel, Google Sheets, Notepad++, and other spread sheet editors. Contact us here if you have questions.

How to import CSV file
Let Users Without WordPress Account to Add and Edit Articles

Use a CSV file to allow others to edit or add articles using tools like MS Excel, Google Sheets, Notepad++, and others. This option will help you:

  • Avoid creating WordPress accounts for users that only need a simple way to submit and edit articles.
  • Make it easy for inexperienced customers or team members to change articles and contribute to your Knowledge Base.
  • Collect submissions from other places to put into your Knowledge Base.

Contact us here if you have questions.

How to import CSV file
Add Articles in Bulk Using CSV

If you plan to add a large number of articles, you can start by creating a set of initial articles that have your template structure before you populate the content. To do so, create a CSV file, then create a first row with desired article template. Duplicate the first row to add desired number of articles. Contact us here if you have questions.

How to Import CSV File
Copy or Move Individual Articles

Depending on how many articles you need to transfer, copy or move, you can either use a third-party plugin or Articles Import and Export add-on:

Import, Export, and Migrate Articles

Use the Articles Import and Export add-on to export articles from one KB and import them into another KB using CSV or XML format. 

Import and Export Overview
Import your documentation from a third-party software

After you export your documentation from a third-party software into a CSV file, use Import Articles CSV option to import them into your Knowledge Base. 

How to Import CSV File
Generate a PDF manual for your customers and users

Generating a PDF from your Knowledge Base is a feature we plan to release in the future. Contact us for details.

Convert Posts or Custom Post Types into Articles

Convert blog posts or other KB custom post types into Articles. 

Read Instructions
Backup Knowledge Base

Instructions to backup KB articles are documented in the Backup KB article below.

How to backup KB
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