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On this page
  • Data Export
  • Data Import
  • Requirements for the import file
  • Customer and Organization Details Import
  • Required Columns - Customer Details
  • Required Columns - Organization Details
  • Custom Columns - Customer and Organization Details
  • Example Files

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  1. Managing Data
  2. Customers and Organizations

Import and Export Data

Customers and Organizations data can be imported and exported. Below, we explain the details.

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Last updated 1 month ago

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In order to access the import and export of the information, go into either Customers or Organizations views. In the top right corner, right above the table, click on the Actions button. There you can find the import and export options.

Data Export

Once in the Actions menu, choose Export to CSV. When the file is ready to download, you will see a download icon in the window.

Data Import

Requirements for the import file

  • The separator in the file has to be a comma.

  • Duplicates of fields' name are not supported.

    • Example: you cannot import customer or organization details with two separate fields and with the same name.

  • The import file contains two types of columns:

    • Required - listed in the sections below.

    • Custom - dependent on your configuration.

  • The required columns have to remain in the file, along with their order. This applies even if you don't need them.

  • The file has to be saved in the UTF-8 encoding.

Custom columns in the CSV depend on you configuration of Jira because we match the columns to the field's name.

Customer and Organization Details Import

Data for Customers and Organizations views can be imported in the two separate CSV files (one for customers, one for organizations). This way, you can also create new details. Each file has to contain the required columns, the custom columns are optional.

Below, you can find tables with required and custom columns, along with example files. Each object has their own required columns that need to be included in the import file.

Required Columns - Customer Details

The listed fields should be added as first five columns in that exact order.

Column Title
Description
Example

Account ID

ID of the customer.

Get this number from the exported file. Value for this field is required if you want to update the user. Leave this empty to create a new customer.

qm:9b42b057-1af5-4613-a88f-cd644839285f:e0bff42f-d421-44ab-baac-a9819b012bf3

E-mail

Value for this field is required if you want to create a new customers. Otherwise, leave empty.

test@appsvio.com

Display Name

Value for this field is required if you want to create a new customers. Otherwise, leave empty.

Jonathan Smither

Projects

User will be added to projects, defined by project key. Use | as a separator.

SD|ITSM|JM

Organizations

User will be added to an organization, defined by organization name. Use | as a separator.

Appsvio|Atlassian

Required Columns - Organization Details

The listed fields should be added as first three columns in that exact order.

Column Title
Description
Example

Organization ID

ID of the organization. Get this number from the exported file. Value for this field is required if you want to update the user. Leave this empty to create a new organization.

210

Organization Name

Value for this field is required if you want to create a new organization. Otherwise, leave empty.

Appsvio

Projects

Organization will be added to projects, defined by project key. Use | as a separator

SD|ITSM|SD2

Custom Columns - Customer and Organization Details

Field Type
Format
Example

Short Text

Text

Fill in the description.

Paragraph

Text

"Include all the information"

Number

Number

661662322

E-mail

Valid e-mail address

test@example.com

Link

Valid Jira link format

Dropdown

Option Name

Option 1

Checkbox

Options names, split by pipe

Option1|Option2

Date

Date in MM/DD/YYYY format

09/22/2021

Example Files

Below, we attach examples of import files.

  • Example for updating Customer details.

  • Example for updating Organizations details.

  • Example for creating details for new Customers.

  • Example for creating details for new Organizations.

https://atlassian.net
359B
Update_import_cutomer_template.csv
202B
Update_import_org_template.csv
316B
New_import_cutomer_template.csv
210B
New_import_org_template.csv