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Home / Can I Mass-import Articles Into Salesforce Knowledge

Can I Mass-import Articles Into Salesforce Knowledge

You can import articles from your external knowledge base hosted on Freshdesk, Help Scout, Intercom, or ZenDesk, into HubSpot. You can also import your knowledge base from a CSV file.


Import your knowledge base from homepage URL

Please note: only 400 articles can be included in a single import.

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Website > Knowledge Base.
  • In the upper right, click Import.

  • Select the Smart copy option, then click Next.
  • In the dialog box, enter your existing externalKnowledge base homepage URL. The homepage URL must include links to the articles you want to import. Next, select how your articles are imported:
    • Import and publish: the imported articles will immediately be published live for visitors to see.
    • Import as a draft: the imported articles will be imported as drafts in your knowledge base and can only be seen once they are manually published.

Please note: links between imported articles will only function once the articles are published live.

  • Click Import. HubSpot will begin importing your articles.

To check the progress of the import:

  • In your HubSpot account, navigate to Service > Knowledge Base.
  • Click the Articles tab.
  • At the top of the page, view the import progress.

Please note: if you are importing articles from Zendesk you may need to check if curl commands are forbidden in your security settings by using this tool. If this is true, you will need to enable third-party cookies or update the security settings to make the knowledge base more accessible. And consider configuring SSO to update your security settings.

Import your knowledge base from a CSV file

Before you get started

  • Review asample CSV file to format your knowledge base content for your import.
  • Note that the following fields in your CSV import file are required:
    • URL
    • Title
    • Category  (To set the value in HubSpot to Uncategorized, you can leave this field blank in your file)
    • Article body

Import your knowledge base

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Website > Knowledge Base.
  • In the upper right, click Import.
  • Select the CSV file upload option, then click Next.
  • Set up your import:
    • Which knowledge base platform are you currently using: click the dropdown menu and select the platform the knowledge base you're importing is currently hosted on.
    • CSV file upload: click Select a file to upload the CSV file with your blog content.
  • Click Copy articles.
  • Review the mappings of each column header. Click the dropdown menu to edit the HubSpot knowledge base property that your column should map to.
  • Once you're done, click Next in the lower right. The import process may take a few minutes to complete.
  • Click return to the dashboard to see the status of your import.
  • On the dashboard, to view your copied articles, click Review results. Click Deleteto delete the import.
  • On the results page, view articles that are ready to import. You can also click the Errors tab to view any errors from your import file.
    • Select the checkboxes next to the articles you'd like to import, then click Import in the bottom right.
import-knowledge-base-articles-from-csv
    • In the pop-up box:
      • Select an option for how your articles are published:
        • Import all contents as "Draft": the imported articles will be imported as drafts in your knowledge base and can only be seen once they are manually published.
        • Import all contents as "Published": the imported articles will immediately be published live for visitors to see.
      • To replace existing content that has the same URL as an imported article, select the checkbox to Overwrite any existing content with imported content.
      • Click Save.
  • On the import dashboard, view the progress of the import. Once completed, click View articles to view the imported articles. You can now publish a draft or edit articles from the index page.

Knowledge Base

Can I Mass-import Articles Into Salesforce Knowledge

Source: https://knowledge.hubspot.com/knowledge-base/import-knowledge-base-articles