Relate multiple products to a knowledge article via import (e.g. from Excel, XML, CSV)

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Posted on by Jas09

Does anyone know if (and how to) relate multiple products to a knowledge article? The feature only seems to allow me to add one at a time which is quite time consuming.

Perhaps there is a way to bulk relate update knowledge articles and products via upload/import from Excel, XML, CSV?

Also, same question on importing knowledge articles and cetegories

Thanks

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Jas09 14 on at

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RE: Relate multiple products to a knowledge article via import (e.g. from Excel, XML, CSV)

Hi Leah Ju

Thanks for the instructions. I managed to import and test the connection between Knowledge Article and Products.

Thanks

Jas
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Community Member Microsoft Employee on at

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RE: Relate multiple products to a knowledge article via import (e.g. from Excel, XML, CSV)

Hi Jas09,

Yes, you can relate multiple products to a Knowledge article via import.

From following screenshot, you can find that establish relationships between kb article and product by connections.

So you can bulk import connection, you can refer following steps.

1.Download the connection template:

Settings --> Data Management --> Templates for Data Import.

2.Open the downloaded template, filling value.

3.Import the excel to crm.

Note:you need ensure there is no duplicate records, which will cause error.so you need mapping unique fields in mapping fields page.

Regards,

Leah Ju

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