Import and Export Data

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

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.	[email protected]
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	[email protected]
Link	Valid Jira link format	https://atlassian.net
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.

359B

Update_import_cutomer_template.csv

Open

• Example for updating Organizations details.

202B

Update_import_org_template.csv

Open

• Example for creating details for new Customers.

316B

New_import_cutomer_template.csv

Open

• Example for creating details for new Organizations.

210B

New_import_org_template.csv

Open