---
title: "Import Knowledge Records"
slug: "import-knowledge-records"
updated: 2025-12-17T09:29:15Z
published: 2025-12-17T09:29:52Z
canonical: "help.symphonysummitai.com/import-knowledge-records"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Knowledge Records

You can create Knowledge Records in bulk by importing the Knowledge Records using Microsoft Excel templates.

To Import Knowledge Records in Bulk, perform the following steps:

1. Navigate to **Knowledge > User > Import Knowledge Records**. The Import Knowledge Records page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-02O5U698.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A28%3A51Z&se=2026-11-11T16%3A28%3A51Z&sr=c&sp=r&sig=YMbG%2BX%2BbeGRhfGbU8DfummCsclkgjrGwwmRbJJkP%2FqA%3D) Figure: Import Knowledge Records
2. Select the Department on the Import Knowledge Records page.
3. Click **Download KB Import Template** on the ACTIONS panel.

- Fill all the mandatory details in the template and save.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-7BNOJLR2.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A28%3A51Z&se=2026-11-11T16%3A28%3A51Z&sr=c&sp=r&sig=YMbG%2BX%2BbeGRhfGbU8DfummCsclkgjrGwwmRbJJkP%2FqA%3D)

Figure: KB Import Template with data

> [!NOTE]
> Notes
> 
> - The data for columns, such as Workgroup, Classification, Category, and Reason for KR should have the same text value, which is configured for the selected Tenant.
> - The Owner column should contain the user e-mail id.
> - If any invalid data is updated in the above columns, the record is not processed.
> - Separate the Attribute and its Value by a pipe character (|). Example: Attribute1 | Value1
> - Separate multiple Attribute sets by a double pipe character (||). Example: Attribute1 | Value1 || Attribute2 | Value2 || Attribute3 | Value3
> - To delete a record from the Excel file, right-click the row number and click Delete.

- Click the upload icon to attach the Source File.
- Click **Submit**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ODPV0I4H.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A28%3A51Z&se=2026-11-11T16%3A28%3A51Z&sr=c&sp=r&sig=YMbG%2BX%2BbeGRhfGbU8DfummCsclkgjrGwwmRbJJkP%2FqA%3D) Figure: Import Knowledge Records
- Upload Source File and click **Submit**.
- The users can view the uploaded records under the Uploaded Records tab.

Figure: IMPORT KNOWLEDGE RECORDS page: Uploaded Records

The users can view the error records under the Error Records tab with respective error messages.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ESIAM23B.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A28%3A51Z&se=2026-11-11T16%3A28%3A51Z&sr=c&sp=r&sig=YMbG%2BX%2BbeGRhfGbU8DfummCsclkgjrGwwmRbJJkP%2FqA%3D)

Figure: Import Knowledge Records page: Uploaded Records

Field Description

The following table describes the fields on the Import Knowledge Records page:

| Field | Description |
| --- | --- |
| Department | Select the Department from the dropdown list. |
| Source File | Click the Upload icon to select the Source file. |

**ACTIONS**

This section explains all the icons displayed on the ACTIONS panel of the IMPORT KNOWLEDGE RECORDS page.

**SHOW LIST**

Click SHOW LIST to view the LIST table showing all the Knowledge Records.

**ADD NEW**

Click ADD NEW to add a new KR. For more information about adding new KRs, see Adding Knowledge Records.

**CONFIGURE COLUMNS**

Click CONFIGURE COLUMNS to customize the columns on the page. For more information, see Personalizing Pages of SUMMITAI General.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-93I9OGX6.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A28%3A51Z&se=2026-11-11T16%3A28%3A51Z&sr=c&sp=r&sig=YMbG%2BX%2BbeGRhfGbU8DfummCsclkgjrGwwmRbJJkP%2FqA%3D)