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Create an import structure

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 in Jira Service Management can store and execute multiple imports of different types. Each different type of import requires an Import structure - 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 in Jira Service Management.

To create an Import structure:

  1. From your service project, go to Insight > Object schemas.

  2. Select an Object schema.

  3. Select Configure, then choose the Import tab.

  4. Under the Import tab:

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

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

  5. 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. External Import - imports data from an external app.

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

  6. Next, use the Define import structure screen to configure your import structure.

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

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

    3. Drag or drop a file, or Browse (required) - drag and drop or browse for your source data file here.

    4. Automatically create object types and attributes - disabling this option requires you to manually map your data to your schema before importing data. Learn more about manually mapping your data.

    5. More options - modify the default values here to change how Insight will deal with delimiters, encoding, empty or unknown values, concatenation, and date formats.

      1. 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.

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

      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.

  7. Select Create.

  8. The Imports tab should now be populated with your new import structure.

How to import data into Insight

  1. There are four steps when importing your data into Insight:

    1. Prepare your data.

    2. Create an import structure;

    3. Map your data. There are two options:

      1. Map your data automatically by automatically creating object types and attributes, or;

      2. Map your data manually by:

        1. Using object type mapping to create Insight object types

        2. Using object type attribute mapping to create Insight attributes and references

        3. Using child object type mapping to create hierarchical parent and child structures.

    4. After you have created your object type mappings you must enable them. The import structure will not be executable until all object type mappings are set to ENABLED. If your object type mappings are not enabled, right-click on your object type mapping and click Enable to enable them.

    5. Execute the import.

 

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