Create Knowledge Base

Import From CSV

The Bulk Upload feature lets you import multiple Knowledge Base articles (such as Articles, FAQ, Information, and Known Errors) via CSV files. It supports template download, data validation, and error handling for missing fields, duplicates, invalid file types, empty files, and oversized uploads.

Step 1: Go to the Knowledge Base page and click Create Knowledge Base → Import from CSV.

Step 2: Select the required category type, then click Download CSV File to download the empty template for preparing article data.

Step 3: Open the downloaded CSV file and fill in the required fields.

• Title and Content must be provided.

• Status must be either New or Published.

• If the article is marked Private, add at least one User, Team, or User Tag.

• Dates must follow the YYYY-MM-DD format.

• Emails, tags, and URLs must be separated using semicolons (;).

• Save the completed file in .csv format.

Step 4: Upload the prepared CSV file. Map each column to the corresponding system field on the Column Matching screen, then continue.

Step 5: The system validates all records. If there are issues—missing fields, duplicate titles, invalid file type, empty data, or oversized file—relevant error Messages are shown.

Step 6: Download invalid records if needed. Only valid entries will be imported.

Click Proceed with Valid Records to continue.

Step 7: Once the import is complete, the system shows “CSV uploaded successfully.” The imported articles will be added to the Knowledge Base and can be reviewed or updated.