Bulk Import Content Data

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This guide provides instructions for importing content and media into Kaptio Travel. It covers data import strategy, content import, content entity assignment, media import, and media assignment. Please follow the steps in order to ensure a successful import.

Content Import Strategy

The Bulk loader tool unfortunately does not support the loading of content at this time. Kaptio recommends using standard data-loading tools such as Dataloader.io to import content records.

Please copy this spreadsheet to prepare your data in. To reduce the complexity, Kaptio recommends importing content per record type and in the following order.

CONTENT IMPORT

Pre-requisites

• Add a custom text field to the Content object called EntityId__c that can accommodate at least 37 characters. This value should NOT be a unique value.A generic EntityId field helps us to keep track of the records a content record is related to, while in the content assignment step, this Id is used to assign it to the correct lookup
• Add any values to the Type field as needed
• Before starting the import process, make sure that the entities that content articles should be assigned to are already loaded into the system.
• RecordTypeId for each content record type needs to be mapped so that it can help identify the type of content for the content entity assingment section

Process

• Export the list of entities from the Kaptio Travel system including at least the entiy’s Name and ID fields. Include any information needed to map to content articles.
• If the entity is a price category or an add-on, include the parent service’s Id as well
• Populate the KaptioTravel__Content__c sheet in the provided spreadsheet with content data. Include the ID of the releated entity in the EntityId__c field
• For price category and add-on content, concat the entityId__c and the service ID separated by a comma.
• Make sure at least the following fields have value:
• Content Name
• Language
• Sort
• Stage Type Categories
• Title
• Type - only “required” for package content
• Package Summaries should have Type = “Summary”
• Package Day summaries should have
• Type = “Day Summary”
• Sort = corresponding the day within the package’s duration (first day, sort = 1 etc.)
• Insert content

CONTENT ENTITY ASSIGNMENT

Note: this step is note needed for Generic content. As with Content import, we recommend focusing on entities of a single record type for each import.

• Export the content records just created, with at least ContentId, EntityId and RecordTypeId
• Split the EntityIds where there is a comma into the EntityId and ServiceId
• Populate the KaptioTravel__ContentAssignment__c sheet in the provided spreadsheet using the mapping per record type as shown in the table below (note - in order to save space, the “KaptioTravel__“ namespace is removed from the api names).
• Insert the content assignments

MEDIA Import

Please note:The following import process is currently only supported for media hosted by 3rd party hosting. Standard upload via the Kaptio Travel system is only available as a manual process for a single content article, service or package at a time.

Any images manually uploaded to Kaptio Travel within the media manager window will be uploaded to an AWS and be availble from there without any further action as well as linked to the entity they are uploaded from.

Images and Videos can be assigned directly to services, price categories and packages. This is not required since this does not make them available for Itinerary Document. Images must be assigned to Content records to be surfaced in Itinerary Documents using standard components. Assigning to services, price categories or package can be useful when surfacing informaion about services via different channels.

Pre-requisites

• All media records should be uploaded to a publicly available domain and the domain added to the Remote Sites within the org
• Add a custom text field to the Image and Video objects called contentId__c that can accommodate at least 18 characters. This value should NOT be a unique value.
• Add a custom checkbox to the Image object called IsFeaturedImage__c
• Before starting the import process, make sure that
• the content records that the media records should be assigned to are already loaded into the system.
• A list of media record is available with their URL from their hosting provider

Process

• Export the list of content from the Kaptio Travel system including at least the content’s Name and ID fields. Include any information needed to map to media records.
• Populate the KaptioTravel__Image__c and KaptioTravel__Video__c sheets in the provided spreadsheet with content data. Include the ID of the releated content article in the contentId__c field
• Make sure the following fields have value:
• Images
• File Name
• URL
• FeaturedImage__c = assign true to only one image per contentId__c
• Video
• URL
• Optional:For service or package content fill in the Kaptiotravel__Item__c, Kaptiotravel__Price_Category__c and Kaptiotravel__Package__c with the ID that the image should related directly to
• Insert media

MEDIA Assignment

Pre-requisites

• Before starting the import process, make sure that the media records that should be assigned to content articles are already loaded into the system.

Process

• Export the media records you intent to assign to content
• Populate the KaptioTravel__ContentAssignment__c sheet in the provided spreadsheet.
• For each image
• KaptioTravel__Content__c = contentId__c
• KaptioTravel__Item__c = imageId
• For each video
• KaptioTravel__Content__c = contentId__c
• KaptioTravel__Video__c = videoId
• Insert the content assignments

• Content Import Strategy
• CONTENT IMPORT
• CONTENT ENTITY ASSIGNMENT
• MEDIA Import
• MEDIA Assignment