Guides

Content Import

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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:

  1. Go to Manage Tenant Settings.
  2. Enable the Content Import toggle.
  3. 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:

  1. Go to Guidance

  2. Navigate to the Import tab.

  3. Click on the three-dots button to import a file

  4. Choose content provider and content type and click on next button

  5. Now upload the file by drag and drop or simply click to select files

  6. 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:

  1. The list view shows all past imports with basic details
    1. Imported on: Displays the exact date and time when the import was completed.
    2. Content Type:Indicates the type of content that was imported (e.g., Route).
    3. Content Created:Shows the number of new route entries that were successfully added during the import.
    4. Contents Updated: Displays the count of existing routes that were updated with new information from file.
    5. Contents Failed:Lists the number of items that failed to import.
    6. Status:Indicates the final status of the import (Queue Executing, Error, Finished),
  2. For each imported content, there is a separate entry.
  3. Clicking on any import route opens a modal that shows:
  • Content details
  • Language
  • Status : whether the item was newly created or updated
  1. 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