Teneo Developers

Bulk import

The Bulk import feature of Teneo Studio allows users to create Language Objects, Entities or Question and Answers (Q&A) pairs outside Teneo Studio in csv file format and later import these into a solution.

This page describes the process of Bulk import from within Teneo Studio; to read more about the file format and requirements, please visit the section of theKnowledge Base.

Executing a Bulk import

Before executing the Bulk import in Teneo Studio and especially if the folder is not specified in the csv file, it can be a good idea to create a folder for the imported objects, to learn how to do this click here.

When importing directly to the solution root (when no folder is selected), the folder must be specified in the csv file.

There are three different ways of performing a Bulk import in Teneo Studio which are described in the below sections.

Bulk Import button

To execute the Bulk import, select the desired folder for the objects to import and click Bulk Import in the top ribbon of Teneo Studio.

Bulk Import button

Context menu

It is also possible to execute the Bulk import by right-clicking the selected folder and choose Bulk Import in the context menu.

Bulk Import through the context menu

In both of the above options, the system will open an Open window for the user to browse to the file location, and the user simply needs to select the file and click Open.

Select the file

Drag and drop

The third option available to execute a Bulk import is to simply drag the csv file directly from its folder location and drop it onto the wanted folder location in Teneo Studio.

Validation of file content

Teneo Studio now starts the validation of the file. When the validation is done, a pop-up window will prompt the user to either Preview the validated file, continue with the import (Yes) or to cancel the import (No).

Click Yes to import the file.

Validation

Teneo Studio starts importing the file, displaying a progress bar. Note that it is possible to click Run in Background to be able to perform other tasks in Teneo Studio while the import is taking place.

Successful Bulk import

Once the import has finished, Teneo Studio will inform the user about the Bulk Import results displaying a confirmation of the completed import.

Bulk Import results

The newly created Language Objects, Entities or Q&A pairs appears in the folder of Teneo Studio.

Newly created objects

If both Language Objects or Entities are to be imported as well as Q&A pairs, it might be a good idea to first import the Language Objects and/or Entities, as this way the Language Objects can be used to write the Condition Match Requirements of the Flow Triggers and Transitions.

Warnings and errors

Teneo Studio performs a series of checks to validate the format and setup of the csv file to be imported. If the validation fails, the import is cancelled and an error message is displayed informing the user about the issues encountered in the file.

The validation process only verifies the format of the csv file and that the mandatory fields and tags are correctly added. It does not check any other aspects, such as condition syntax, and therefore it is recommended to always check the condition syntax of Language Objects or Match Requirements after an import has finished.

Example of Bulk import validation results

By hovering over any of the errors, more information related to the warning is displayed to the user.

Hoovering over an error gives more information

When performing Bulk import of Language Objects or Entities, Teneo Studio does not accept a file containing duplicates, i.e. several Language Objects with the same name or alias, nor will it accept a file containing Language Object names or aliases already present in the solution.

When performing Bulk import of Q&A pairs, if a Flow name is not unique within a folder, Teneo Studio will rename the imported Q&A pair's name by adding a number to the end of it.

File format for Bulk import