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            Import External Content into Salesforce Knowledge

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            Import External Content into Salesforce Knowledge

            Import external articles or an information database into Salesforce Knowledge. To move content from Classic to Lightning Knowledge, use the migration tool.

            Required Editions

            Available in Salesforce Classic and Lightning Experience. View supported editions.
            Note
            Note If you are looking for instructions on importing translated articles that you've sent to a localization vendor, see Import Translated Articles.

            Consider these best practices and requirements as you prepare your articles for import.

            • Test your import using a small set of articles.
            • Sort your articles by information type. In Classic, import each article type individually. In Lightning Knowledge, you can import articles of multiple record types at once.
            • Ensure that each information type has a corresponding record type or, in Salesforce Classic, an article type that matches its structure and content. Create a list of fields available in each article or record type, and verify that your article contents match the structure of each type.
            • Verify that the article's field-level security settings allow you to edit the fields.
            • Use rich text fields to import HTML content. Prepare the .html files with the content for each rich text area field. Ensure that the HTML is compliant with the tags and attributes supported in the rich text area field.
            • The article importer does not support subfields. If you have fields within fields, adjust your structure and content before importing into Salesforce Knowledge.
            1. Create a .csv File for Article Import
              The import file maps the article contents to Knowledge article fields. For example, map a Title column in your .csv file with the standard Title field to import each article's title.
            2. Set Article Import Parameters
              Specify import parameters in a property file using key names and corresponding values. For example, use the key DateFormat to specify that a date custom field appears in the DateFormat=dd/MM/YYYY format. Or, specify the character encoding and field separator used for the import file.
            3. Create an Article .zip File for Import
              To complete your article import, create a .zip file with your parameters, .csv, and .html files, and upload them to Salesforce Knowledge.
            4. Article and Translation Import and Export Status
              You can monitor the status of your article imports and exports.

            See Also

             
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