How to import knowledge from a CSV file using the data import connections tool

Version 2

    Details

    How to import knowledge from a CSV file using the data import connections tool


    Resolution

    It is important to note that before Knowledge can be imported, Knowledge should not be imported directly in to the Knowledge business object.  There are separate, extended, business objects for each type of Knowledge such as Issue and Resolution or Documentation and How To.  In each object  some fields are required to be entered during the import.  By default the following fields are required for Issue and Resolution (note, some configurations may or may not have these fields required or other fields may be required in the Knowledge business object):


    - Title
    - Details
    - Resolution
    - Collection
    - Category
    - OwnerTeam
    - Owner

    Please also beware that the entry imported for these fields must also match any of these fields validation lists.

    1. Log in to HEAT as an administrator
    2. Click Configure Application
    3. Expand Integration Tools >> Data Import connections in the left menu pane
    4. Click the Add New link at the top of the screen
    5. Enter a Connection Name (Knowledge Import 1)
    6. Choose Manual File Upload in the Connection Type drop down
    7. Click the Upload button and choose the .csv file desired for upload (KB_Import_1.csv)
    8. Verify the File information matches the .csv desired to be imported above


    9. Click test connection to verify HEAT can access the .csv
    10. Click Next
    11. Choose Add New in the Mapping drop down
    12. Enter a mapping name (Knowledge Mapping)
    13. Choose a unique key field (Title)


    14. Choose the target business object (FRS_Knowledge#IssueResolution)
    Note: This becomes important as this is the section to choose what type of Knowledge is desired to be imported.  The easiest way is to type in "frs_knowledge" and click the Filter by Object button then choose the desired extended business object.


    15. Click Next
    16. Define a filter if desired to filter out any un wanted records in the specified .csv file to keep them from being imported
    17. Click Next
    18. Map each field desired to the related Knowledge business objects fields


    19.  Click Next
    20. Click Preview and verify the first record in the .csv is shown as expected and desired


    21. Click Close
    22. Click Publish and run now
    23. Verify the import was successful by viewing the Knowledge workspace in HEAT


    Troubleshooting:  If the import does not create a new Knowledge entry, please review the IServiceHost.frslog in the HEAT log folder on the application server (C:\Logs\IServiceHost.frslog by default) as it will list the exact error with the import.

    Please review the attached KB_Import_Sample.csv attached