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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
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
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.
cd_import_cutomer_template.csv
359B
Text
cd_import_new_cutomer_template.csv
316B
Text

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.
cd_import_update_org_template.csv
202B
Text
Example file to update organization
cd_import_update_org_template.csv
210B
Text
Example file to create new organization