tiagomacul
Giga Sage

‎09-03-2025 06:13 AM

HI @Apaul 


 

I haven’t worked on this exact requirement before, but here’s the approach I’d take:

🔹 Scenario

  • Excel contains → Article Number, Short Description, Taxonomy Topics

  • Knowledge Articles already exist in kb_knowledge (published state)

  • Requirement →

    1. Update Short Descriptions based on Excel

    2. Create taxonomy mappings so the articles show up in Employee Center

🔹 Step 1: Load the Excel Data

  • Create a Data Source from the Excel file.

  • Build a Transform Map to either:

    • Directly target kb_knowledge, or

    • Load into a staging table first (recommended for more control/validation).

👉 Key mapping: match Excel Article Number → kb_knowledge.number.

🔹 Step 2: Update Short Descriptions

Use a Transform Script to update the short_description:

 

 
(function transformEntry(source, target, map, log, isUpdate) { if (isUpdate && source.u_short_description) { target.short_description = source.u_short_description; } })(source, target, map, log, action); 

 

⚠️ If you have multiple language versions, update the appropriate localized field (e.g., kb_knowledge.language).

 

✅ This way, articles keep their updated descriptions, and the taxonomy connections drive visibility in Employee Center.

 

✅ Best Practices

  • Run this first in sub-production with a sample Excel before importing all records.

  • Keep a backup/export of kb_knowledge in case you need to revert.

  • If the Excel is updated regularly, consider a Scheduled Data Import instead of one-off loads.

 

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