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,
- 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.
6. Set the status of the article/FAQ once imported.
- 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.
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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