Content Import
Overview
The Content Import feature is designed exclusively for importing Routes from external third-party platforms such as WalkMe and Userlane into the AppNavi portal. It enables Tenant Owners to seamlessly migrate pre-existing Routes into Portal without needing to manually recreate each route from scratch. To import content, users can upload a pre-structured .xlsx file that includes the route steps, tooltips, and other related information. No other file types are accepted only .xlsx files are supported.
During the import, users can select a content processor (e.g., WalkMe Route or Userlane Route) from a dropdown. The system will then check the uploaded file for errors, process the content, and provide feedback. A detailed log is available for each imported route, showing what was successfully added or if anything failed.
How to Enable Content Import
To start using the content import feature:
- Go to Manage Tenant Settings.
- Enable the Content Import toggle.
- Once enabled:
- A new tab called Import will appear in the Guidance section.
- You can also enable or disable specific import adapters like WalkMe or Userlane here.

Import File
You can now upload Excel files to import third-party content.
Steps to import a File:
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Go to Guidance
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Navigate to the Import tab.
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Click on the three-dots button to import a file
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Choose content provider and content type and click on next button
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Now upload the file by drag and drop or simply click to select files
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Click on the Upload field.

File Processing and Feedback
Once you've selected a processor:
- A loading indicator appears to show that your file is being processed.
- If there's a backend issue (e.g., no matching processor or file structure error):
- An error message appears explaining what went wrong.
- Example: “No processor found for this file type” or “File validation failed: Missing ‘Title’ column.”

View Import Summary
After processing:
- A summary of the import is shown with:
- Total number of content items created, updated, or failed
- Error messages for failed items (if any)
- This helps you immediately understand:
- What was imported successfully
- What needs to be fixed or rechecked
Import Log and Protocol Details
Every import is stored in a list:
- The list view shows all past imports with basic details
- Imported on: Displays the exact date and time when the import was completed.
- Content Type:Indicates the type of content that was imported (e.g., Route).
- Content Created:Shows the number of new route entries that were successfully added during the import.
- Contents Updated: Displays the count of existing routes that were updated with new information from file.
- Contents Failed:Lists the number of items that failed to import.
- Status:Indicates the final status of the import (Queue Executing, Error, Finished),
- For each imported content, there is a separate entry.
- Clicking on any import route opens a modal that shows:
- Content details
- Language
- Status : whether the item was newly created or updated

- Clicking on view button it will open the routes edit page.

Summary
The Content Import feature in AppNavi allows Tenant Owners to seamlessly import Routes from third-party platforms like WalkMe and Userlane using a structured .xlsx file. This eliminates the need to manually recreate guidance content, ensuring a smooth and efficient migration process.
From a business perspective, it helps organizations save time, reduce operational overhead, and accelerate user by reusing existing assets—leading to faster platform adoption and improved productivity.
Updated 18 days ago