Import and Export Data
Customers and Organizations data can be imported and exported. Below, we explain the details.
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Customers and Organizations data can be imported and exported. Below, we explain the details.
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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.
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.
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.
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.
The listed fields should be added as first five columns in that exact order.
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
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
The listed fields should be added as first three columns in that exact order.
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
Short Text
Text
Fill in the description.
Paragraph
Text
"Include all the information"
Number
Number
661662322
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
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.
