Import and export data
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.
Caution
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
Caution
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 | 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. | SD|ITSM|JM |
| Organizations | User will be added to an organization, defined by organization name. | Appsvio|Atlassian |
Required columns: Organization details
Caution
The listed fields should be added as first three columns in that exact order.
| Column Title | Description | Example |
|---|---|---|
| Organization ID | ID of the 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 |
| Valid e-mail address | test@example.com | |
| 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.
Update import customer template
- Example for updating Organizations details.
Update import organization template
- Example for creating details for new Customers.
- Example for creating details for new Organizations.