Importing resources into Zoho SalesIQ

Importing resources into Zoho SalesIQ

The import resource feature in Zoho SalesIQ is a powerful tool that allows you to easily and quickly bulk import articles and FAQs into your account. It is an efficient way to add and edit articles or FAQs quickly and accurately without having to manually edit them one by one. With the import resource feature, you can use a spreadsheet to add and edit multiple articles/FAQs at once, saving you time and effort. Furthermore, you can be assured that the information is accurately imported into your account without any discrepancies.

How do I bulk import articles/FAQs?

To bulk import articles/FAQs,
  1. Log in to your SalesIQ account. Navigate to Settings > Import.
  2. Select Import resources from the options. Now click on the Import button in the top right corner and choose the type of resource you want to import Articles or FAQs.

  1. Click on the Upload icon. You can now drag and drop the sheet or select it using the system file browser.

  1. The spreadsheet must follow the prerequisites for SalesIQ to import it successfully.

Pre-requisites for articles/FAQs import

  1. The spreadsheet must follow the template.
  2. File formats supported: .xls, .xlsx, or .csv

 Understanding the template for resource import 

Article attributes:

Name

Function

Value

Example:

id

A unique ID of an existing article in SalesIQ. It can be set by the user or can be left empty. If an ID is mentioned, the existing article in SalesIQ with the mentioned ID will be updated. If the ID is empty, a new article will be created.

Example: If user provided an ID 3153234, then the existing article with the Id 3153234 will be updated.

 

Note: This field is optional

16 digit ID

group id

To associate the article with a language group. While importing rows in your sheet with the same group ID will be considered as language variants of a single article. 

Example:Row one resource's language is English and Group ID is 2.
Row two resource's language is French and group ID is 2. 

Then these two rows will be considered as the different language variants of the same article. 

Integer

2

language

To associate the article with a supported language.

SalesIQ supported language

french

title

The title of the article.

String

Return policy

content

The body content of the article.

String

This article contains the return instructions…

department

The department to which the article is to be associated.

SalesIQ department name

Marketing

Category

The category under which the articles must be placed.

Category ID

Outbound

Channels

The channels in which this article can be used for self-service.

Web/iOS/android

 

Note: Line breaks separate values.

Web

iOS

is public

Set the visibility of the article. Visitors can view public articles in the self-service knowledge base section. 

Yes/No

Yes,

Status

The status of the article. You can directly publish an article after importing by setting the status as public.

published

draft

FAQ attributes:

Name

Function

Value

Example:

id

A unique ID of an existing FAQ in SalesIQ. It can be set by the user or can be left empty. If an ID is mentioned, the existing FAQ in SalesIQ with the mentioned ID will be updated. If the ID is empty, a new FAQ will be created.

 

Note: This field is optional

16 digit ID

group id

To associate the FAQ with a language group.

Integer

2

language

To associate the FAQ with a supported language.

SalesIQ supported language

french

questions

The question of the FAQ.

String

How do I return a product?

answer

The answer to the FAQ.

String

To return your product...

department

The department to which the FAQ  is to be associated.

SalesIQ department name

Marketing

Category

The category under which the FAQ  must be placed.

Category ID

Outbound

Channels

The channels in which this article can be used for self-service.

Web/iOS/android

 

Note: Line breaks separate values.

Web

iOS

Associate articles

You can associate articles related to this FAQ.

Article ID

is public

Set the visibility of the FAQ.

Yes/No

Yes

Status

The status of the FAQ. You can directly publish an article after importing by setting the status as public.

published

draft 

5. After selecting the spreadsheet from your device, click on Import and Next.


6. Set the status of the article/FAQ once imported.
  1. Draft - Set the article/FAQ status as draft after a successful import.
  2. Published - Set the article/FAQ status as published after a successful import.
  3. Status in sheet - Use the status mentioned in the sheet for each article.
    1. Now, you can map the attribute of the articles to the respective column. Map your column name to the article/FAQ’s attribute. Refer to the table above to know more about the attributes of the articles.
7. Now click on Validate. The validation process will begin.


Validation failure handling

Users can handle those articles/FAQs that failed the validation in one of the following ways and proceed with importing

  • Delete: Hover over the failed record and click on the delete icon
  • Ignore: Check the 'Ignore failed records' check box near the import button. This will ignore all failed records during import.
  • Quick edit: Hover over the failed record and click on edit icon to access quick editor where user can edit the article/FAQ attributes and re-validate.
Note: Users will not be able to edit the content for an article or the answer for an FAQ using quick edit. Any article/FAQ that has issue with the content/answer, will be saved as draft when edited with quick edit.
9. Once, imported, click Done. Now you can view all the imported resources under the Articles or FAQs module. 

Status in import list page


  • Validation pending: Yet to initiate validation by clicking on the Validate button.
  • Validation in-progress: Validation is in-progress.
  • Validated: Validation is completed and import is yet to be started.
  • Import in progress: Import is in-progress.
  • Completed: The import process is completed.

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