Import from CSV

This page explains how to import customers and organizations.

Depends on the tab you are in, you can import customers or organization.

Prerequisite to the import file

• File separator is , (comma)

• No duplicated field's name is supported (you can't import customer or organization with two separate fields with the same name)

• Required column order has to remain in your file, even when you don't need them

• Save file in UTF-8 encoding

Customers import

You can import data to existing customers or create them based on the import file. Please follow the description of the required fields to get more information. In both scenarios, valid import file contains two types of columns:

• Required columns (listed below)

• Custom columns (depend on your configuration)

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

Required columns

Add below all fields as five first columns, in the same order.

	Account Id	Email	Display Name	Projects	Organizations
Description	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.	Value for this field is required if you want to create a new customers. Otherwise, leave empty.	Value for this field is required if you want to create a new customers. Otherwise, leave empty.	User will be added to projects, defined by project key. Use | as a separator.	User will be added to organization, defined by organization name. Use | as a separator.
Example	qm:9b42b057-1af5-4613-a88f-cd644839285f:e0bff42f-d421-44ab-baac-a9819b012bf3	[e-mail]	Jessica Albo	SD|ITSM|JM	Appsvio|Atlassian

Below you can find an example of the file to import. Please keep in mind the list of fields depends on your configuration in the app.

Custom columns

Below you can see the format of the field, depending on the filed type.

Short text	Text	Some text
Paragraph	Text	“Some text, any text”
Number	Number	123456789
Email	Valid email address	[e-mail]
Link	Valid Jira link format	https://atlassian.net
Dropdown	Name of the option	option1
Checkbox	Name of the options, split by pipe	option1|option2
Date	Date in MM/DD/YYYY format	09/22/2021

Example file

Here you can find the example files. The first file update the customers, second file creates them. Please check the differences.

359B

cd_import_cutomer_template.csv

316B

cd_import_new_cutomer_template.csv

Organizations import

You can import data to existing organizations or create them based on the import file. Please follow the description of the required fields to get more information. In both scenarios, a valid import file contains two types of columns:

• Required columns (listed below)

• Custom columns (depend on your configuration)

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

Required columns

Add below all fields as two first columns, in the same order.

Column name	Organization Id	Organization Name	Projects
Description	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.	Value for this field is required if you want to create a new organization. Otherwise, leave empty.	Organization will be added to projects, defined by project key. Use | as a separator.
Example	210	Appsvio	SD|ITSM|SD2

Custom columns

Format for the custom columns is the same as the custom column for the customer import part.

Example file

Here you can find the example files. The first file update the organization, second file creates them. Please check the differences.

202B

cd_import_update_org_template.csv

210B

cd_import_update_org_template.csv