Prepare .csv file for import into Lightning Knowledge

When importing articles into a Lightning Knowledge-enabled Salesforce org, your CSV file must include a RecordTypeId column that maps each article to a specific Lightning Knowledge Record Type. This is different from Salesforce Classic, which required separate CSV files per Article Type. This article explains how to locate the correct RecordTypeId and format your CSV for import.

Prerequisites

• Make sure that Record Types have been configured in your org.
• Review Create a .csv File for Article Import for overall import guidance.

How to Format the CSV

In your .csv file for import:

1. Add a column header named RecordTypeId.
2. Add only one Record Type per article row.
3. Insert the 15-character ID for the Record Type into the csv file for each article.

How to Find the RecordTypeId in Lightning Experience

1. Navigate to Setup > Object Manager > [Knowledge Object Name]. If your org transitioned from Classic Knowledge, this may be the name of your last Article Type.
2. Click Record Types.
3. Click a specific Record Type to view its detail page. The RecordTypeId appears in the URL. Use the 15-character ID from the URL.

Example URL format:
https://[YourOrg].lightning.force.com/lightning/setup/ObjectManager/[ObjectId]/RecordTypes/0120H000000tzVJQAY/view
Where 0120H000000tzVJQAY is the 18-character ID and 0120H000000tzVJ is the 15-character ID.

How to Find the RecordTypeId in Salesforce Classic

1. Navigate to Setup > Knowledge Object Setup > Record Types.
2. Click a specific Record Type to view its detail page. The RecordTypeId appears in the URL.

Example URL format:
https://[YourOrg].salesforce.com/setup/ui/recordtypefields.jsp?id=0120H000000tzVJ&type=01Ii0000001aaGB&setupid=KnowledgeObjectSetup

Where 0120H000000tzVJ is the RecordTypeId.