Step 3: Upload your Data

Entity Upload

In the previous step, you learned how to manually edit entities individually or in bulk. This is great if you only have a few edits to make, but the best way to manage data is at scale! You can use the Entity Upload tool to upload and edit spreadsheets of data.

Entity Upload has a few key steps:

  1. Upload the file
  2. Configure the file
  3. Fix errors
  4. Confirm your changes

The Entity Upload flow will walk you through how to do each of these, or you can check out the Upload Your Data training module for more details.

To get started, you should:

  1. Fill out a spreadsheet with your data. You can find some out-of-the-box templates for adding new Locations, FAQs or Products here . We recommend downloading this template and filling out the data in your own spreadsheet. The uploader only reads the first tab, so before you upload, you’ll need to separate the tabs into separate spreadsheets and delete the first two rows so that the column headers are in Row A.

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    Build with Turtlehead Tacos
    Not ready to use your brand’s data? Start with some FAQ sample data from Turtlehead Tacos. If you want extra practice, try uploading the Locations as well!
  2. Navigate to Knowledge Graph. Click on Knowledge Graph > Entities. Then, click on the Add Data button at the top of the Entities table.

Go to Knowledge Graph > Entities > Add Data

  1. In the Add Data modal, click on Upload File. This will take you to the start of a new file upload flow.

In Add Data, click Upload File

  1. Choose the file from your local directory and click Continue. Map the columns from your file to fields in the Knowledge Graph. Most of these should be mapped automatically if you used our upload template. Otherwise, click in to search for a field that matches the field in your spreadsheet. Each column in your spreadsheet must align to a field, or sub-field for complex fields, in the Knowledge Graph.

  2. If there are any errors, review the error messages and resolve in the browser (either via spreadsheet view or field view). If there are any errors, they will be surfaced to you at this step. You can update these via a spreadsheet view in the browser or via a field view for some field types (like address). If you need to upload a revised spreadsheet, you can do so at any time.

  3. Confirm your changes and click Submit. Review each type of change, check off the box and click Continue. This is to make sure that you aren’t making any unwanted changes to your Knowledge Graph.

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Want to learn more?
To learn more about this, visit the Ways to Update Data in Yext module. You can then brush up on your Excel skills and learn even more about the Entity Upload .

Re-run your query

Let’s re-run your hardcoded prompts from Step #1 to see how these Knowledge Graph changes impact your search experience.

  1. Navigate to your search experience by clicking on Search in the navigation bar, then selecting your experience.
  2. Go ahead and click into the search bar in the center again. If you used the sample spreadsheet upload, select the prompt: “FAQs”
  3. Notice that when you click on FAQs, or enter searches of your own, the data returned has changed to reflect the data you just uploaded.