Importing resources into Zoho SalesIQ
How do I bulk import articles/FAQs?
- Log in to your SalesIQ account. Navigate to Settings > Import.
- 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.
- Click on the Upload icon. You can now drag and drop the sheet or select it using the system file browser.
- The spreadsheet must follow the prerequisites for SalesIQ to import it successfully.
Pre-requisites for articles/FAQs import
- The spreadsheet must follow the template.
- File formats supported: .xls, .xlsx, or .csv
Understanding the template for resource import
Article attributes:
FAQ attributes:
5. After selecting the spreadsheet from your device, click on Import and Next.
- Draft - Set the article/FAQ status as draft after a successful import.
- Published - Set the article/FAQ status as published after a successful import.
- Status in sheet - Use the status mentioned in the sheet for each article.
- 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.
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.
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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