Zendesk How to Upload a Word File as Article

Import content

Exercise yous have existing content you want to migrate to KnowledgeOwl? Use 1 of our import options to simplify the process.

Import all-time practices

People migrating from other knowledge base tools go really excited to import content because it will "save and then much time." Then, once the import is done, they begin reviewing content and making a modify here, a change there, a slight organizational tweak over here...and and so of a sudden they end upwardly manually reviewing and updating every single piece of content in the entire noesis base. The total corporeality of time the process takes tends to be significantly longer than if they'd manually moved content over from scratch and fabricated changes and edits upfront.

For this reason, though it may seem counter-intuitive, nosotros strongly recommend manually migrating your content from an existing tool or platform, rather than importing information technology all in bulk. This allows you to brand solid decisions every bit you migrate the content, and you can completely gratis yourself from any flaws or frustrating organizational arrangements as you move into KnowledgeOwl. Sometimes, starting with a blank slate really is a great thought.

But nosotros do have a couple straight import tools for other ticketing systems, and nosotros have a robust API if you lot accept developer resources and you lot'd like to movement content over from some other source system.

Regardless of whether you're importing in bulk or manually importing content a la card, nosotros recommend that y'all:

  • Review your existing noesis base's organization and structure. Does it meet your readers' needs? Have you always wished it was unlike? Now could be a great fourth dimension to make some changes.
  • Review content for idiosyncrasies or tweaks that were necessary in your existing noesis base platform, but unnecessary in Knowledge Owl'due south. Some differences might be the way categories can be laid out, tables of contents, links, hyperlinks, Link to Article links in KnowledgeOwl, how images or files are referenced, etc.
  • Review content to brand certain it'southward upwardly to date. Importing out-of-date content sometimes can cause more than headache than just creating new content from scratch.
  • Review your content'south existing permissions and access. Practice you demand/desire to segregate content by groups? Do yous need or desire to restrict editing of sure content to particular user teams? If and so, setting those groups and teams up in advance of adding your content tin let you to create/import it assigned to the correct admission restrictions.

Import from Zendesk

What you'll need

  • Zendesk domain name
    Example: knowledgeowl is the domain name for knowledgeowl.zendesk.com
  • Zendesk user email with access to this help eye
  • Zendesk API cardinal

How to import from Zendesk

  1. Confirm yous take the required information from Zendesk.
  2. Get to Cognition Base of operations > Import and choose Zendesk Import.
  3. Fill in the required fields and click Beginning Import.

Import from Freshdesk

What y'all'll need

  • Freshdesk domain proper name
    Example: knowledgeowl is the domain name for knowledgeowl.freshdesk.com
  • Freshdesk API key

How to import from Freshdesk

  1. Confirm you have the required information from Freshdesk.
  2. Get to Knowledge Base > Import and cull Freshdesk Import.
  3. Fill in the required fields and click Beginning Import.

Import using the API

You lot can apply the KnowledgeOwl API to import content. The API is bachelor on all plans, and you volition need development resources to be able to use it. Visit our API documentation to larn more.

Testing imports

New or trial accounts

If you lot have a new or trial account without much content or customizations, y'all can test imports without worry. If something goes wrong or you lot want to try again, yous can delete the current knowledge base of operations and create a new one.

To delete your knowledge base of operations and kickoff over:

  1. Click on the owl in the top left to go to your dashboard.
  2. Click on the gear icon next to your knowledge base of operations and cull Delete.

If you only have one knowledge base, this will restart the setup procedure for a new knowledge base of operations. If you lot have multiple knowledge base slots on your account, yous can and then choose New Knowledge Base to try again.

To add multiple cognition bases to your trial or account:

  1. Go to Your Business relationship > Business relationship in the top right.
  2. Increase the number of noesis bases.
  3. Click the Change program button to save your changes.

Existing accounts

If you already have an account with a cognition base of operations set up, y'all might non desire to exam an import in your product knowledge base of operations. Here'due south a few options for testing imports exterior of production:

  • If you have boosted noesis base of operations slots in your subscription, you tin create a new knowledge base to exam the import.
  • If you do not take additional cognition base slots, you can add more than to your subscriptions nether Your Account > Account.
  • If you want a temporary knowledge base of operations for testing, contact us and so nosotros can set y'all upward with a complimentary sandbox knowledge base.

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Source: https://support.knowledgeowl.com/help/import-content

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