Import Articles with CSV File
CSV Import feature let’s you easily create and update articles and categories for your Knowledge Base.
CSV file format and examples are shown here.
For detailed information about data in CSV file and the differences between CSV and XML, read this overview article.
Step-by-Step Guide
Please ensure you have the Import/Export add-on installed and the license key activated before starting this process.
Navigate to the Import feature
Note: Access is only available for WordPress Admins.
- Go to the Knowledge Base Configurations page.
- Go to Tools Tab.
- Go to Import Tab.
- Click on the Run Import button.
Begin: Import File
- Choose the CSV file to import.
- Check that you are importing into the correct Knowledge Base.
- Click next step when you're ready.
New Articles Table - Select Articles to Create
- Status Bar shows how many articles were found.
- New Article table shows articles that were searched but not found in the selected Knowledge Base. New articles will be created if selected. Articles are matched based on their title and location within categories.
- You can select all articles or only articles that you want to be imported.
Overwrite Articles Table - Select Articles to Update
The Overwrite Articles table contains articles that match by their title and categories with existing articles. If selected, they will overwrite existing article title, content, categories, etc.
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- Checkboxes: You can un-check articles that you do not want to override.
- Link Column: Open the article to view what you are overwriting.
- Next Step: Click "Next Step" when ready.
Choose Options
Note: The Start Import button will launch the importer to write data into your database. You can stop the import at any time, but articles already created and updated will not be reverted.
- Ho do I Filter Content? option controls security filtering of article content. To learn more, click here.
- Click "Start Import" when ready.
Import Articles
Your final step displays your status of the import.
If you see Errors, please click here for more information.
Once the import is complete, review the content that was imported and revert from backup if you need to redo some import data.
Quick checklist
- Check article images, PDF, documents, and other files make sure they all work.
- Review blocks, widgets, and other builder components.
- Check Article Categories and tags.
- Check Publish status if it's correct.
- Check article layout to make sure it looks correct. If it doesn't, try editing it and re-saving it.
Example of Import Error
During import, if you have errors in your CSV file, a message will appear at the bottom preventing you from importing the CSV.
