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Freshdesk · Excel Guide

Bulk-Create Freshdesk Knowledge Base Articles From an Excel Workbook

The Scenario

You are a knowledge manager. Your company is launching a major product update in five days. You have an Excel workbook with 60 FAQ entries — column A is article title, column B is the HTML body, column C is the folder name, column D is a comma-separated list of tags. Every entry needs to be published in the Freshdesk knowledge base before launch.

In Freshdesk, creating a knowledge base article means navigating to Solutions, selecting a folder, pasting content, adding tags, and clicking Publish. One at a time.

The bad version of this week:

  • You create article 1, paste the title, paste the HTML, find the folder, add tags, hit Publish
  • You get to article 15 and realize you have been publishing to the wrong folder for the last four
  • You publish the last article at 11 PM the night before launch, exhausted.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that reads your FAQ sheet and publishes every article to Freshdesk in one pass.

Open the SheetXAI sidebar and type:

Create a Freshdesk solution article for every row in this workbook using column A for title, column B for HTML body, and column C for folder name. Apply the tags from column D. Publish all with status "published". Write the returned article ID into column E for each row.

SheetXAI works through all 60 rows, creates each article in the correct folder, and writes the returned article ID into column E.

What You Get

60 Freshdesk knowledge base articles, published, in the correct folders, with IDs in column E. If any cell in column E is blank after the run, that row did not publish — you know exactly which ones to check.

What If the Data Is Not Quite Ready

When folder names do not exactly match Freshdesk folder names

Before creating articles, check each folder name in column C against the list of existing Freshdesk solution folders. If a name does not match exactly, find the closest match and write it into column F. Then create the articles using the confirmed folder names and write the article ID into column E.

When HTML bodies have inline styles that need to be stripped

Strip all inline style= attributes from the HTML in column B before creating the articles. Leave all structural HTML tags intact. Then create a Freshdesk solution article for each row and publish it. Write the article ID into column E.

When some articles should be drafts instead of published

For rows where column E says "draft", create the Freshdesk solution article with status "draft". For all other rows, publish with status "published". Write the returned article ID into column F for every row.

When the workbook is raw text that needs reformatting plus publishing in one shot

Convert the plain text in column B to clean HTML paragraphs. Map the old folder names in column C to new Freshdesk folder names: "Setup" → "Getting Started", "Troubleshoot" → "Troubleshooting", "Billing" → "Account and Billing". Add the tag "migrated-content" to every article. Then create and publish each article. Write the returned article ID into column D.

The pattern: cleanup and publication in one prompt, not two passes through a 60-row workbook.

Try It

Get the 7-day free trial of SheetXAI and point it at any FAQ workbook ready for Freshdesk. The Freshdesk integration is included in every SheetXAI plan. See also how to bulk-create canned responses from a workbook or the Freshdesk in Excel overview.

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