Posted: 30 Jan 2019 11:18 EST Last activity: 19 Feb 2019 14:17 EST
Importing data into Pega KM
I am using Pega 7.2.2. I am trying to import the articles using a .CSV file that has different categories. Some are at the root level and some are at a sub-folder level.
When providing the category name, how do I show the subfolder level in the .CSV file so that Pega can accept. I already have the Taxonomy at the subfolder created. But when I import the file matching the Taxonomy for the category, I see the file is getting imported but I see an error "Invalid category name(s): ** ABC\123 doesn't exist". Where ABC is the root folder and 123 is the subfolder.
I have tried to separate the subfolder as "/" forward slash and "|" pipe delimited, but none worked.
Please let me know how do I represent the subfolder level under the category.
We found that we should not use "/" or "\" rather we can use "," to separate the folder names.
What I am still trying to find out is, if we have the folder name that has two words (example: Hello World) how should they be called out on the import template. The Taxonomy has the names that have 2 or more words.
In the Category column of the CSV file, the category should be exactly as it is displayed in Pega Knowledge. So if the article's category is Hello World, that should be populated in the Category column for the related article (exact match: Hello World). No need for commas or other characters. Also, if Hello World is a child or nested level category (e.g. has parent categories above it), that's ok, just specify the associated category, Hello World.
Pega does not support import of articles if you have 2 folders with the same name. It will upload the article to the one that is on the top of the hierarchy and ignore the one that comes after that.
As per the instructions of Pega, I renamed one of the subfolders with something else and reflected the same name on the .CSV file under category and imported without any issues. Once done, I had to go back and rename the subfolder back to the name it was.