Syncing External FAQ Content into BoldDesk Knowledge Base

BoldDesk offers multiple methods to centralize and manage external FAQ content within your internal knowledge base. These approaches help ensure your support articles remain up-to-date and easily retrievable, even when external sources are frequently updated. We have several effective methods available within BoldDesk to help you centralize and manage external content efficiently. These are the Available Approaches in BoldDesk

1. Manual Copy-Paste Method

Use this method when you want full control over formatting and content selection on existing articles by copying and pasting the content from an external site to your internal Knowledge Base. Steps:

For non-existing article in BoldDesk

1. Visit the external FAQ page.
2. Copy the relevant content.
3. In BoldDesk, go to:
4. Knowledge Base > Articles > Create Article
5. Paste and format the content.
6. Save and publish the article.

For existing article in BoldDesk

1. Visit the external FAQ page.
2. Copy the relevant content.
3. In BoldDesk, go to:
4. Knowledge Base > Articles > Edit Article
5. Paste and format the content.
6. Save and publish the article.

2. Import from Document

If the external site allows exporting FAQs as a document (e.g., PDF, Word, CSV), you can import it directly into BoldDesk.

1. Export the FAQ content from the external site.
2. In BoldDesk, go to:
3. Knowledge Base > Create Article > Import Articles
4. Upload the document.
5. Map fields such as title, content, and category.
6. Review and publish the imported articles.

For more information about importing documents in BoldDesk, please refer to this detailed article.

3. Automated Sync via REST API

For dynamic or frequently updated external content, use BoldDesk’s REST API to automate article creation and updates.

Workflow Overview:

1. Step 1: Scrape External FAQ Page

• Use a web scraping tool or script to extract content.
• Convert the data into a structured format (e.g., JSON).

2. Step 2: Format and Transform

• Clean and format the scraped data to match BoldDesk’s article schema.

3. Step 3: Push to BoldDesk

• Authenticate using your BoldDesk API key.
• Use the Create Article endpoint to add or update articles.

This approach allows you to maintain your knowledge base with minimal manual effort while keeping content aligned with external sources. For more information about BoldDesk REST API, please refer to this article.

Frequently Asked Questions (FAQ)

Q1: Can I automate syncing external FAQs into BoldDesk?
A1: Yes. Use BoldDesk’s REST API to build a custom integration that pulls and updates content automatically.

Q2: What file formats are supported for importing articles?
A2: BoldDesk supports importing from PDF, Word, and CSV formats.

Q3: Will imported articles retain formatting?
A3: Yes. You can format content during import or after publishing using BoldDesk’s article editor.