Import Formatting Guide for Importing Questions & Answers
For a smooth import we recommend that you do the following:
- IMPORTANT NOTE: We recommend that after you format your content and have it available in the CSV, take a very small batch of 5-10 questions and import those first to make sure that everything gets imported as you expect. Then, after that smaller batch is successful, you can move forward confidently knowing that the full import will be formatted, connected to the appropriate users, etc. as you expected.
- Download the CSV template provided (they're available either in your administration area or below) and copy and paste your data into that template, so that the title of the document is consistent with our CSV template and so all column titles are consistent with what Answerbase is expecting to see.
- Please double check that the data that you're trying to import conforms to the type of data represented below along with the special instructions for each column.
- Ensure that your file is UTF-8 encoded (not ANSI) which will ensure any special characters are managed effectively
- Make sure that your import file doesn't contain more than 10K records. If you have more than 10K question and answer threads you'd like to import, then split them into separate files that contain no more than 10K Q&A pairs each before you import. For enterprise plan accounts, Answerbase can manage your imports for you so if you'd like more information around that service please contact your account representative.
- Only if applicable: It's common that this import is used for seeding content that is solely created by the site owner, and in that case you can just associate both the question and he answer with the same user that you've created in "users" within your administration dashboard or even your original "admin" username. This is most commonly done with sites who don't have or want community features enabled and therefor the user's username will never be displayed alongside the content, it's simply a way to get the content imported effectively/efficiently for these cases.
Here are the guides for formatting your data before you import for the various columns that are in the CSV template.
Formatting Guide if You're Using Hierarchical Categories
First, use the following CSV template as a base to put your content in.
CSV Template for Q&A Import - Hierarchical Categories
When populating the CSV template, ensure your data is consistent with the guides in the below table. This table is relevant if you are using a hierarchical category structure for organizing your Q&A content. If you're using tags, please continue down the page where you'll see the table relevant to that csv guide.
Column | Data | Data Type | Required | Character Limit | Special Instructions |
Column 1 | Category | Plain Text | No | 100 | Product Categories (for ecommerce sites): If you're an ecommerce site and want to associate this question with a product category, you MUST make sure that your product categorization structure is reflected under "System Settings > Ecommerce Module > Categorization" and then you can populate this field with the "External ID" for the product category you'd like each question associated with. The External ID can be seen when you're looking at your ecommerce product categorization as mentioned above, and should be consistent with your ecommerce platform's unique ID for the product category. IMPORTANT NOTE: For this usage, only populate this row and leave all of the Subcategory rows blank in the import document. |
Column 2 | Subcategory Level 1 | Plain Text | No | 100 | Provide the second level subcategory name in your hierarchy for the question that either matches a category that you’ve already saved into the system or you also have the ability to have the system create and populate the category structure defined in your CSV during the import. If you don’t have a category structure with 2 levels, this can be left blank. If you do define this field, it will be created or identified as a subcategory of the root category defined in Field 1. |
Column 3 | Subcategory Level 2 | Plain Text | No | 1000 | Provide the third level subcategory name in your hierarchy for the question that either matches a category that you’ve already saved into the system or you also have the ability to have the system create and populate the category structure defined in your CSV during the import. If you don’t have a category structure with 3 levels, this can be left blank. If you do define this field, it will be created or identified as a subcategory of the level 2 subcategory defined in Field 2. |
Column 4 | Subcategory Level 3 | Plan Text | No | 100 | Provide the third level subcategory name in your hierarchy for the question that either matches a category that you’ve already saved into the system or you also have the ability to have the system create and populate the category structure defined in your CSV during the import. If you don’t have a category structure with 3 levels, this can be left blank. If you do define this field, it will be created or identified as a subcategory of the level 3 subcategory defined in Field 3. |
Column 5 | Product ID | Plain Text | No | 150 | IMPORTANT: You need to make sure that your product information is already synced with Answerbase for the import to make this connection, so ensure that is done before you import your content. Read more here. This will accept either the “External ID” or the “Product SKU” for your products that have been saved into Answerbase, the external ID will be searched for and matched as a priority and then if there is no match it will look to match via the Produce SKU value. If the question is associated with all products, please put the word “ALL” in the field. |
Column 6 | Question Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 7 | Question Title | Plain Text | Yes | 115 | This question title should be SEO friendly, as this question title will be the text displayed on all questions lists throughout the system as well as determine the page title and page URL of the question details page on the public site. The question title should be plain text and not include any HTML tags or other code. |
Column 8 | Question Details | Plain Text | No | 1000 | This question detail should give more background information, if necessary, needed to effectively answer the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 9 | Question User | Plain Text | Yes | 50 | This field will represent on the system as the user who asks the seed question. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 10 | Answer 1 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 11 | Answer 1 | Plain Text | No | 2500 | The Answer 1 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 12 | Answer 1 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 1. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 13 | Answer 2 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 14 | Answer 2 | Plain Text | No | 2500 | The Answer 1 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 15 | Answer 2 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 2. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 16 | Answer 3 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 17 | Answer 3 | Plain Text | No | 2500 | The Answer 3 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 18 | Answer 3 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 3. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 19 | Answer 4 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 20 | Answer 4 | Plain Text | No | 2500 | The Answer 4 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 21 | Answer 4 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 4. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
... | ... | ... | ... | ... | ... |
Column 305 | Answer 100 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 306 | Answer 100 | Plain Text | No | 2500 | The Answer 100 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 307 | Answer 100 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 100. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Additional Answers Fields: Please note that the CSV Template File only has up to 4 answers listed for each question, but you are in fact able to continue with additional answers for each question by following the above pattern of adding Answer 5 Time, Answer 5, Answer 5 User, Answer 6 Time, Answer 6, Answer 6 User, etc. There is a limit of 100 on the number of Answers that you can provide in your seed content for each question.
If you need to import content that includes questions with more than 100 answers per question, please Contact Support and we will look to assist you.
Formatting Guide if You're Using Tags
First, use the following CSV template as a base to put your content in.
CSV Template for Q&A Content Import - Tags
When populating the CSV template, ensure your data is consistent with the guides in the below table. This table is relevant if you are using a tag structure for organizing your Q&A content. If you're using hierarchical categories, please use the relevant table above which will be consistent with that csv guide.
Column | Data | Data Type | Required | Character Limit | Special Instructions |
Column 1 | Tag 1 | Plain Text | No | 100 | Provide the tag name that you’d like the question tagged with for use in search and browsing questions. If the tag does not already exist, you have the option to automatically create the tag when you import your content. |
Column 2 | Tag 2 | Plain Text | No | 100 | Provide the tag name that you’d like the question tagged with for use in search and browsing questions. If the tag does not already exist, you have the option to automatically create the tag when you import your content. |
Column 3 | Tag 3 | Plain Text | No | 1000 | Provide the tag name that you’d like the question tagged with for use in search and browsing questions. If the tag does not already exist, you have the option to automatically create the tag when you import your content. |
Column 4 | Tag 4 | Plan Text | No | 100 | Provide the tag name that you’d like the question tagged with for use in search and browsing questions. If the tag does not already exist, you have the option to automatically create the tag when you import your content. |
Column 5 | Product ID | Plain Text | No | 150 | If your site is using the Ecommerce module you can import content associated to your products by adding one or more product ids here, separated by “&&”. Example: “CHI-SHI-RED-SMA&&CHI-SHI-BLA-MED&&TSH-MED-WHI-COT” This will accept either the “External ID” or the “Product SKU” for your products that have been saved into Answerbase, the external ID will be searched for and matched as a priority and then if there is no match it will look to match via the Produce SKU value. If the question is associated with all products, please put the word “ALL” in the field. |
Column 6 | Question Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 7 | Question Title | Plain Text | Yes | 115 | This question title should be SEO friendly, as this question title will be the text displayed on all questions lists throughout the system as well as determine the page title and page URL of the question details page on the public site. The question title should be plain text and not include any HTML tags or other code. |
Column 8 | Question Details | Plain Text | No | 1000 | This question detail should give more background information, if necessary, needed to effectively answer the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 9 | Question User | Plain Text | Yes | 50 | This field will represent on the system as the user who asks the seed question. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 10 | Answer 1 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 11 | Answer 1 | Plain Text | No | 2500 | The Answer 1 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 12 | Answer 1 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 1. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 13 | Answer 2 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 14 | Answer 2 | Plain Text | No | 2500 | The Answer 1 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 15 | Answer 2 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 2. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 16 | Answer 3 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 17 | Answer 3 | Plain Text | No | 2500 | The Answer 3 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 18 | Answer 3 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 3. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Column 19 | Answer 4 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 20 | Answer 4 | Plain Text | No | 2500 | The Answer 4 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 21 | Answer 4 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 4. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
... | ... | ... | ... | ... | ... |
Column 305 | Answer 100 Time | Plain Text | Yes | 20 | Date format: YYYY/MM/DD HH:MM |
Column 306 | Answer 100 | Plain Text | No | 2500 | The Answer 100 text should represent what you’d like the first answer to be for the question. The text can include plain text and simple HTML formatting (links, bold, italics, underline, numbered lists, bulleted lists). |
Column 307 | Answer 100 User | Plain Text | No | 50 | This field will represent on the system as the user who submitted Answer 100. The field should be populated with a username of an existing user OR a user you have made up. If the user already exists in the system, the question will be associated with his/her account. If the user doesn’t exist, the system will automatically spawn a new seed user. |
Additional Answers Fields: Please note that the CSV Template File only has up to 4 answers listed for each question, but you are in fact able to continue with additional answers for each question by following the above pattern of adding Answer 5 Time, Answer 5, Answer 5 User, Answer 6 Time, Answer 6, Answer 6 User, etc. There is a limit of 100 on the number of Answers that you can provide in your seed content for each question.
If you need to import content that includes questions with more than 100 answers per question, please Contact Support and we will look to assist you.
Other import notes:
- Duplicate Content Prevention: The import process will try to avoid you importing duplicates of existing content by recognizing if there are the same questions with enough of the same attributes that they would be considered a duplicate. When looking at each row, the process checks to see if there is any existing question with the same title, description, category, product sku, user and timestamp and if there is a match it will consider that a duplicate piece of content and skip to the next row.