Easily manage JIRA issues with our set-by-step guide on importing data from CSV, covering preparation, error checks, data validation, and import process review.
1
Prepare the CSV file for import
2
Check CSV file for any inconsistencies or errors
3
Backup the current JIRA database
4
Log into JIRA with administrative privileges
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Go to System > External Systems Import under JIRA Administration
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Choose the 'Import issues from CSV' option
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Select the CSV file
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Map the fields from the CSV file to JIRA fields
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Set the project where the issues will be imported
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Specify the issue types mapping
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Choose the date format for date fields
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Check the 'Use first row as header' box if applicable
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Begin the import process
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Monitor the progress of the import
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Address any errors or issues that occur during the import
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Approval: Import Verification, validate the data
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Close and finalize the import process
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Update the JIRA system with the new data
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Create a report indicating the successful import and any errors that occurred
Prepare the CSV file for import
Before importing the CSV file into JIRA, you need to prepare it properly. This task involves ensuring that the CSV file format is correct, all required data is present, and there are no inconsistencies or errors. The success of the import process depends on the accuracy and completeness of the CSV file.
Check CSV file for any inconsistencies or errors
In this task, you need to thoroughly review the CSV file for any inconsistencies or errors. Look for missing or incorrect data, formatting issues, duplicates, or any other potential problems. Addressing these issues before importing the CSV file will prevent data corruption or incorrect import in JIRA.
Backup the current JIRA database
Before starting the CSV import process, it is crucial to create a backup of the current JIRA database. Backing up the database ensures that you have a restore point in case something goes wrong during the import process. This task guarantees data security and minimizes the risk of data loss or corruption.
Log into JIRA with administrative privileges
Access JIRA with administrative privileges to perform the necessary actions for importing the data from the CSV file.
Go to System > External Systems Import under JIRA Administration
Navigate to the 'External Systems Import' section under JIRA Administration to access the import functionality.
Choose the 'Import issues from CSV' option
Select the 'Import issues from CSV' option in the External Systems Import menu to initiate the import process.
Select the CSV file
Locate and select the CSV file that was prepared for import.
Map the fields from the CSV file to JIRA fields
Map the fields from the CSV file to the corresponding fields in JIRA. This ensures that the data is correctly transferred and assigned to the appropriate fields.
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Summary
2
Description
3
Assignee
4
Priority
5
Due Date
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Summary
2
Description
3
Assignee
4
Priority
5
Due Date
Set the project where the issues will be imported
Specify the JIRA project where the issues from the CSV file will be imported.
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Project A
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Project B
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Project C
Specify the issue types mapping
Map the issue types from the CSV file to the corresponding issue types in JIRA. This ensures that the imported issues are categorized correctly.
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Bug
2
Task
3
Improvement
4
Feature
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Bug
2
Task
3
Improvement
4
Feature
Choose the date format for date fields
Select the appropriate date format for the date fields in the CSV file. This ensures that the dates are correctly interpreted and imported into JIRA.
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MM/DD/YYYY
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DD/MM/YYYY
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YYYY/MM/DD
Check the 'Use first row as header' box if applicable
If the first row of the CSV file contains the header information, check the corresponding box to indicate that the first row should be used as the header for the import.
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Yes
2
No
Begin the import process
Initiate the import process to start importing the issues from the CSV file into JIRA.
Monitor the progress of the import
Keep an eye on the import process to ensure that all issues are successfully imported without any errors or issues.
Address any errors or issues that occur during the import
In case of any errors or issues encountered during the import process, address them promptly to ensure a successful import.
Approval: Import Verification, validate the data
Will be submitted for approval:
Prepare the CSV file for import
Will be submitted
Check CSV file for any inconsistencies or errors
Will be submitted
Backup the current JIRA database
Will be submitted
Log into JIRA with administrative privileges
Will be submitted
Go to System > External Systems Import under JIRA Administration
Will be submitted
Choose the 'Import issues from CSV' option
Will be submitted
Select the CSV file
Will be submitted
Map the fields from the CSV file to JIRA fields
Will be submitted
Set the project where the issues will be imported
Will be submitted
Specify the issue types mapping
Will be submitted
Choose the date format for date fields
Will be submitted
Check the 'Use first row as header' box if applicable
Will be submitted
Begin the import process
Will be submitted
Monitor the progress of the import
Will be submitted
Address any errors or issues that occur during the import
Will be submitted
Close and finalize the import process
Once the import process is completed and all issues are successfully imported, close and finalize the import to prevent any further changes or modifications to the imported data.
Update the JIRA system with the new data
Ensure that the JIRA system is updated with the newly imported data. This includes refreshing the relevant pages, clearing any caches, or regenerating any necessary indexes to reflect the changes.
Create a report indicating the successful import and any errors that occurred
Generate a report that highlights the successful import of issues from the CSV file and documents any errors or issues that occurred during the process. This report serves as a record and reference for the import activity.
