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ritijoshiritijoshi 

articles import

Hi ,

Can anyone tell me stepsto impot articles in salesforce.

Thanks in advance
Rjoshi
Ashish_SFDCAshish_SFDC
Hi , 


See the links below, 

Creating a .csv File for Article Import

https://help.salesforce.com/HTViewHelpDoc?id=knowledge_article_importer_02csv.htm&language=en_US


"Importing Articles into Salesforce Knowledge" within Help & Training.  Here's the link: 

https://login.salesforce.com/help/doc/en/salesforce_knowledge_import_cheatsheet.pdf


Regards,
Ashish
NIRAJ JADHAVNIRAJ JADHAV
How to Import Article (without Translation) with help of “Import Article” function.
 
Prerequisites – Create Root Folder, HTML Folder, & Sub – Folder (if you want to import images as well while importing articles).
 
1.         Create Root Folder (E.g. FAQ), which will consist
i.          .CSV file (E.g. FAQ) (mentioned in Step 1).
ii.         .property file (mentioned in Step 2).
iii.        HTML FOLDER (E.g. HTML).
2.         HTML Folder (E.g. HTML) will consist Sub – Folder (E.g. Image).
3.         Now, name the image that you will download or save image with its name and ‘extension’ (eg. Download.jpg or Download(1).png) in Sub – Folder (E.g. Image), if you are dealing with images in articles.
 
Step 1 – Download Specimen CSV file.
 
1.         Click on Setup | Data Management | Import Articles.
2.         Read instruction carefully as it may enforce you to retry, if you miss any tiny point mentioned in “Step 1. Create the CSV File”.
3.         Then, click on “Download sample .csv file for articles only” to get specimen.
 
Once, you have specimen downloaded, fill up your data and make sure 1 CSV will only work for particular “Article Type” (E.g. FAQ).  If you have 4 Article Types then you will need to create 4 different CSVs and import it 4 times.
 
Step 2 – Download Specimen CSV file and .properties file.
 
Now, click on “Download sample (TXT) for articles only.” in “Step 2. Specify Import Parameters”.  It may download or open in new web window.  Kindly copy the content, which will look similar as below mentioned information (not sure every time it will be similar).
 
CSVEncoding=UTF8
RTAEncoding=UTF8
CSVSeparator=,
#DateFormat=yyyy-MM-dd
 
1.         Then, open “Notepad” and paste earlier copied content.
2.         Now, click on File | Save As | locate ‘Root Folder’ (E.g. FAQ) | Name the file with ‘extension’ as .properties (Eg. ComputerCrash.properties) | select    ‘All Files (*.*)’ from ‘Save As Type:’ drop down and click on ‘Save’.
3.         Open Properties file (Eg. ComputerCrash.properties) and make sure it is opening in normal notepad mode.
 
If you want to upload images while importing Article or Knowledge in Salesforce, then only follow below mentioned steps.
 
Step 2.1 – Create HTML file.
 
1.         Open “Notepad” and copy and paste below mentioned HTML code replace with downloaded image’s name with its ‘extension’ (eg. Download.jpg or       Download(1).png).
            Syntax:-
 <img src="Sub – Folder (E.g. Image)/downloaded or saved images name.extention">
 
            HTML Code:-
            <img src="Image/*****.***"> (e.g. <img src="Image/download.jpg">)
 
2.         Now, click on File | Save As | locate ‘Root Folder’ (E.g. FAQ) | HTML Folder (E.g.          HTML) | Name the file with ‘extension’ as .html (Eg. ComputerCrash.html) | select   ‘All Files (*.*)’ from ‘Save As Type:’ drop down and click on ‘Save’.
3.         Open HTML file (Eg. ComputerCrash.html) and make sure we see image embedded in     HTML.  If not, retry from Step 3.1 as something missed somewhere.
 
Step 2.2 – Embed HTML file (Eg. ComputerCrash.html) in .csv file (E.g. FAQ)
 
1.         Open .CSV file (E.g. FAQ) and make sure you embed HTML file only on a field where    Data Type is Rich Text Area Field, otherwise, it will not work.
2.         Below is Sample .CSV file where last column ‘Question__c’ is Rich Text Area field.
3.         Syntax to embed HTML file on .csv file is “HTML FOLDER/downloaded or saved      image name with extension” (E.g. HTML/ComputerCrash.html where HTML FOLDER          is “HTML” and downloaded or saved images name is “ComputerCrash.html”)
 
I have Data Category - 1.  Membership (Sub - Category  -  Upgrades, Downgrade, Deactivate, & Waived-Off) 2. Important Information
(Sub - Category - Incidents, Other, Post-Incident, & Pre-Incident)

In Sample below csv file, i am going to include certain Data Categores with particular Sub-Data Categories.
 
TitleSummarydatacategorygroup.Membershipdatacategorygroup.Important_information
Computer CrashComputer CrashUpgrades+DowngradesIncidents+Other

You just need to replace "datacategorygroup.Membership" to "datacategorygroup.xxxxx" (your data category name).  Just make sure you put '+' whenever you add more than one sub-category (e.g. Upgrades'+'Downgrades).
 
Step 3 - Zip Your Files.
 
1.         Make sure you Zip below mentioned files.
2.         .CSV file (E.g. FAQ) (mentioned in Step 1).
2.         .property file (mentioned in Step 2).
3.         HTML FOLDER (E.g. HTML), (which will have 1.  Sub – Folder (E.g. Image) and 2.  Actual downloaded/saved image.)
 
Step 4 - Select Article Type and Import Zip File.
 
1.         Select correct Article Type.
2.         Attach “Zip file”.
3.         Click on ‘Import Now’
 
I am sure you would be able to import article, however, if you still getting error message, just give a try from beginning or else create a case with Salesforce.
Naveen KNNaveen KN

Effective ways to export articles from Salesforce sandbox 
https://www.codekiat.com/2020/04/export-knowledge-articles-salesforce.html 

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Naveen K N