Import Articles from a CSV Follow

The "Import Article" feature allows users to easily import articles from external sources like Intercom, Zendesk, and HubSpot into the Salesmate knowledge base. This feature simplifies the migration process and ensures that your knowledge base remains comprehensive and up-to-date.

Steps to Import Articles

• Navigate to the Knowledge Base section from Setup.

• Click on the Actions button and select “Import Articles from Excel or CSV file”.

• You will be redirected to a screen where you select the module to import.

• The Articles module will be selected by default, and other modules will be disabled during this import.

• If there are multiple knowledge bases, you will be able to select one. The default selection will be the knowledge base from which you came.

• Choose the language for the articles you are importing. If only one language is available, it will be pre-selected and shown as disabled. For multiple languages, the default will be the primary language.
  

• Click on Next to upload the CSV file containing the articles you want to import.

• If any required columns are missing from the CSV file, an error will appear:
  “The file is missing some required values. Review sample file.”

• Click on Next to map the columns from your CSV file to the corresponding fields in the knowledge base.

• The fields Slug, Title, Category, and Body are the required fields that you will need to map.

• Additional fields will have default values, but you can change them later:

  • Language: English

  • Owner: The user performing the import

  • Visibility: Public

  • Co-pilot: True

  • Autopilot: False

  • Comments: False

• Click on Next after mapping the columns to proceed to the final step.

• Choose whether to import the articles as Drafts or publish them immediately (the default is Draft).

• Duplication Check: The system will check for duplicates based on the Slug field.

• Choose how to handle duplicate articles:

  • Skip: Skip importing existing articles.

  • Overwrite: Replace existing articles with the imported ones.

• Click on Save to start the import process.

• A success message will appear: “We are importing your records, this may take a while.