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Formatting your spreadsheet for import

11/04/2025

Smart FAQs accepts CSV (Comma-Separated Values) files for bulk importing FAQs. Your spreadsheet should be saved as a .csv file with properly formatted columns.

Quick Start:

  • Required columns: Question (or Questions) and Answer (or Answers)

  • File format: CSV (Comma-Separated Values)

  • Maximum file size: 50MB

  • Maximum rows: 1,000 FAQs per import


Step 1: Required Columns

Your CSV file must include these columns:

Question Column

  • Column name: Question or Questions (case-insensitive)

  • Purpose: The FAQ question that users will see

  • Limits: Maximum 500 characters

  • Example: How do I reset my password?

Answer Column

  • Column name: Answer or Answers (case-insensitive)

  • Purpose: The FAQ answer content

  • Limits: Maximum 10,000 characters

  • Supports: Multi-line text (use quotes in CSV)

  • Example: Click on 'Forgot Password' on the login page...


Step 2: Optional Columns

Visible Column

  • Column name: Visible, Visibility, or Show (case-insensitive)

  • Purpose: Control whether the FAQ is visible to users

  • Accepted values:

    • Yes, True, 1, Y → FAQ will be visible (published)

    • No, False, 0, N, or empty → FAQ will be hidden (not visible)

  • Default: If not specified, FAQs are published and visible

Tags Column (Comma-Separated)

  • Column name: Tags, Tag, Categories, or Category (case-insensitive)

  • Purpose: Assign multiple tags to an FAQ

  • Format: Comma-separated list of tag names

  • Example: "Support,Billing,Account"

  • Limits: Maximum 10 tags per FAQ

Individual Tag Columns

  • Column name: Any name (e.g., Support, Billing, Technical)

  • Purpose: Assign specific tags using Yes/No values

  • Format: Yes or No (case-insensitive)

  • Example: If you have a column named Support with value Yes, that FAQ will be tagged with "Support"


Step 3: File Requirements

File Format

  • File type: CSV (.csv extension)

  • Encoding: UTF-8 (recommended)

  • Delimiter: Comma (,)

File Size Limits

  • Maximum file size: 50MB

  • Maximum rows: 1,000 FAQs per import

  • Tip: Split larger files into multiple imports if needed

Special Characters

  • Multi-line text: Use double quotes (") to wrap fields containing line breaks

  • Quotes in text: Use double quotes ("") to escape quotes within text

  • Commas in text: Must be inside quoted fields


Step 4: CSV Format Examples

Basic Example (Minimal)

Question,Answer

"How do I reset my password?","Click on 'Forgot Password' on the login page and follow the instructions sent to your email."

"What are your business hours?","We're open Monday to Friday, 9 AM to 6 PM EST."

"How do I cancel my subscription?","You can cancel your subscription anytime from your account settings under the Billing section."


With Tags (Comma-Separated)

Question,Answer,Tags

"How do I reset my password?","Click on 'Forgot Password'...","login,password"

"What are your business hours?","We're open Monday to Friday...","hours,contact"

"How do I cancel my subscription?","You can cancel...","subscription,billing"


With Individual Tag Columns

Question,Answer,Support,Billing,Technical,Account

"How do I reset my password?","Click on 'Forgot Password'...",No,No,Yes,Yes

"What are your business hours?","We're open Monday to Friday...",Yes,No,No,No

"How do I cancel my subscription?","You can cancel...",No,Yes,No,Yes


With Visibility Control

Question,Answer,Visible,Tags

"How do I reset my password?","Click on 'Forgot Password'...",Yes,"login,password"

"What are your business hours?","We're open Monday to Friday...",Yes,"hours,contact"

"Upcoming feature preview","This feature will be available soon...",No,"announcements"


Complete Example (All Features)

Question,Answer,Visible,Support,Billing,Technical,Tags

"How do I reset my password?","Click on 'Forgot Password' on the login page and follow the instructions sent to your email.",Yes,No,No,Yes,"login,security"

"What are your business hours?","We're open Monday to Friday, 9 AM to 6 PM EST. Weekend support is available via email.",Yes,Yes,No,No,"hours,contact"

"How do I cancel my subscription?","You can cancel your subscription anytime from your account settings under the Billing section.",Yes,No,Yes,No,"subscription,billing"

"Do you offer refunds?","Yes, we offer a 30-day money-back guarantee for all new subscriptions.",Yes,No,Yes,No,"policy,refunds"

"Upcoming feature preview","This feature will be available in the next update.",No,No,No,No,"announcements"


Multi-Line Answers

Question,Answer

"What is your return policy?","Our return policy includes:


1. 30-day money-back guarantee

2. Items must be in original condition

3. Return shipping is free


Contact support@example.com for assistance."



Step 5: Working with Tags

Method 1: Comma-Separated Tags Column
Use a single Tags column with comma-separated tag names.

Method 2: Individual Tag Columns
Use separate columns for each tag with Yes/No values.
Column names become the tag names.

You can also combine both methods.


Step 6: Setting Visibility

Control whether FAQs are visible to users using the Visible column.

Visible Values:
Yes, True, 1, Y → Visible
No, False, 0, N, or empty → Hidden
Not specified → Visible


Step 7: Common Formatting Issues

Issue 1: Missing Required Columns
Solution: Ensure your CSV has Question and Answer columns spelled correctly.

Issue 2: Multi-Line Text Not Working
Solution: Wrap fields containing line breaks in quotes.

Issue 3: Commas in Text
Solution: Wrap fields containing commas in quotes.

Issue 4: Quotes in Text
Solution: Escape quotes by doubling them ("").

Issue 5: Empty Rows
Solution: Remove completely empty rows.

Issue 6: Special Characters
Solution: Save your CSV with UTF-8 encoding.

Issue 7: File Too Large
Solution: Split your file into multiple imports.


Step 8: Step-by-Step Import Process

  1. Prepare your spreadsheet

    • Include Question and Answer columns

    • Add Tags and Visible if needed

  2. Save as CSV

    • Excel: Save As → CSV UTF-8

    • Google Sheets: Download as CSV

  3. Upload to Smart FAQs

    • Go to Dashboard → FAQs → Bulk Import

    • Upload and map columns

    • Choose Append or Replace

  4. Verify Import

    • Check for success message

    • Review imported FAQs


Step 9: Troubleshooting

If import fails, check for missing columns, invalid visibility values, or malformed CSV.


Best Practices

  • Start with a template from the import page

  • Test with a small sample before importing a full file

  • Keep data clean and simple

  • Backup before replacing FAQs

  • Always save CSV as UTF-8


Quick Reference
Required: Question, Answer
Optional: Visible, Tags, custom columns
File limits: 50MB, 1,000 rows
Accepted values: Yes/No, True/False, 1/0, Y/N


Need Help?
If you encounter issues, check error messages, test with a small file, and contact Smart FAQs support.