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Bulk Import and Export Q&A Records

Users have the ability to bulk import and export Q&A records to the Answer Library using CENTRL's standard Excel template.

For more information on Q&A records, please see our introduction article below:

Note: Only users who have the Answer Library property enabled and Write permission can bulk import Q&A to the Answer Library. Please see our full help article below for more information on Roles and Permissions:

This article covers the following topics:

Bulk Export

First, navigate to the Answer Library Module, as highlighted in the screenshot below:

Answer Library Module/Answer Library

  1. At the Answer Library Screen, click on the Download Q&As button as shown below.

    Bulk Import and Export Q&A Records 1[R360]

  2. In the Export All Q&As screen, click the Export button to confirm as shown below.

    Note: This export will contain all of the Q&A that can be bulk imported back on the platform.

Bulk Import

  1. At the Answer Library Screen, click on the dropdown next to Add New Q&A, and select the Bulk Import option as shown below.

    Bulk Import and Export Q&A Records 3[R360]

  2. You can download the approved template by clicking the Download Template link. Click the Next button to proceed.

    Bulk Import and Export Q&A Records 4[R360].png

  3. For more information on attaching and uploading files, please see our full help article below:

    Bulk Import and Export Q&A Records 5[R360].png

  4. Click the Next button to proceed.

    Bulk Import and Export Q&A Records 6[R360].png

  5. On this next step, select which attributes you wish to import by clicking on the associated checkbox(s). When finished, click the Import button to initiate the import process.

    Bulk Import and Export Q&A Records 7[R360].png

    Note: Any unique formatting (e.g. line breaks, bold, Italics) in the Import template will be retained when imported into our UI.

  6. At this stage, the import has begun and will resume in the background. You will receive an email notification confirming that the process is in progress, and you will receive another when it is completed. You can copy the link to the log for this import, so that you may view the results later. Click the Close button to return to the Answer Library.

    Bulk Import and Export Q&A Records 8[R360].png

Import Logs

  1. At the Answer Library Screen, click on the dropdown next to Add New Q&A, and select the Import Logs option as shown below.

    Bulk Import and Export Q&A Records 9[R360]

  2. You can view Import Details by clicking on the desired file name as shown below.

    Bulk Import and Export Q&A Records 10[R360].png

  3. You will see a table of errors and warnings if any, at the bottom of the Import Details pane. You can download the imported file using the Download File button as shown below.

    Bulk Import and Export Q&A Records 11[R360]