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Create an import configuration

Insight in Jira Service Management is a Premium and Enterprise only feature. It is compatible only with company-managed projects. Learn more about Insight.

Insight can store and execute multiple imports of different types. Each different type of import requires an Import configuration - a package of information about where to find data and how Insight will manage a specific import task.

Before you begin

You must prepare your data for importing into Insight.

To create an Import configuration:

  1. Select an Object schema.

  2. Select Configure, then choose the Import tab.

  3. Under the Import tab:

    1. If there is no import configuration you will see the message No Import connection created. Click on Be the first to create one.

    2. If an import configuration has already been created, click Create Configuration to add a new import configuration.

  4. Select one of the following from the pop-up window:

    1. CSV Import - imports data from a CSV (Content Separated Value) file.

    2. Discovery Import - imports data from an Insight Discovery file.

    3. JSON Import - imports data from a JSON (JavaScript Object Notation) file.

  5. The Create Import configuration - General fields screen will configure how Insight will separate different values in your data, and deal with empty or unknown values:

    1. Name (required) - enter a name for the import configuration.

    2. Description - enter a description for the import configuration.

    3. Concatenator (required) - if you wish to join multiple values into one Insight attribute, you can use a concatenator. The default is a dash symbol “-”. You can enter “/s” if the data is concatenated with a space.

    4. Empty values (required) - choose if you want to remove or ignore empty values.

    5. Unknown values (required) - choose if you want to ignore or add empty values.

    6. Date Format - Select a format to convert dates into Insight. Insight will automatically try to find the correct format if none is provided.

    7. Date/Time format - The date/time format to convert dates with time into Insight. Insight will automatically try to find the correct format if none is provided.

  6. The Create Import configuration - Module fields screen, configure the details of your data:

    1. File (required) - select the file to import. The CSV file needs to have headers, as they are used to create the data locators for the imports. A CSV file with empty headers is not allowed. To divide multiple values (for the Insight Attributes with multiple cardinalities), use “||” (2 pipe characters).

    2. Delimiter (required) - Select the delimiter used in the file. A delimiter is the character that denotes where one value stops and the next one starts. Only delimiters of one character length are allowed, except for the “Tab” character which is indicated with “\t”. To include a delimiter or a double quote character, place each value between double quotes.

    3. Encoding (required) - Select the encoding used in the CSV file. The default encoding is UFT-8.

  7. Select Save Import Configuration.

  8. In the Create Insight Structure or Import Configuration screen, select Close at the bottom of the screen.

  9. The Imports tab should now be populated with your new import configuration.

Next steps

  1. You must map the data into Insight. There are two ways to do this:

    1. Create a predefined structure and configuration automatically.

    2. Create a structure manually by using using object type mapping.

  2. After you have created your object type mappings you must enable them. The import configuration will not be executable until all object type mappings are set to ENABLED. Right-click on your object type mapping and select Enable to enable the new object mapping(s).

  3. Execute the import.

 

Last modified on Apr 1, 2021
Cached at 9:25 PM on Sep 23, 2021 |

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