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Import customer and organization details

To use this feature, turn on Customer and organization profiles on the Features page in Project settings.

You can import your customers' details from a CSV file. This will import values into fields that already exist but it will not add new fields or import new customers or organizations. If you want to import details for fields that don’t exist you will need to create these before starting your import. You must be a Jira admin to import customer details.

Set up your CSV file

The import will update details for all customers or organizations, including customers in other projects. If you include customers or organizations from other projects in your CSV file, they will be added to the current project. To only import details for customers in one project, make sure customers in other projects are not in your CSV file.

Check that your CSV file contains all the customer details you want to import. There is a limit of 1,000 rows and a maximum file size of 1MB for each import. To import more than 1000 rows, you can split the file into multiple files.

Your CSV file should be formatted with each customer on a separate row and the details as columns. The required formatting is slightly different for importing individual customers and organizations.

For individual customers:

  • Email is required as a column header

  • All other column headers need to match your custom detail field names

For organizations:

  • Organization Name is required as a column header

  • All other column headers need to match your custom detail field names

Any columns with headers that do not match a custom detail field name will be ignored.

Multi-select dropdowns

If you’re using the Multi-select dropdown field type, make sure you have added all the options in your project. When adding the options to your CSV file, separate them using a comma (,) or a pipe (|).

Examples

“Apple, Banana, Strawberry”

Apple | Banana | Strawberry

Saving your file

Ensure your CSV file is saved with UTF-8 encoding.

Import your CSV file

To import your CSV file:

  1. In the navigation on the left, select Customers to import individual customer details or Organizations to import organization details.

  2. Select Import details.

  3. Select Continue.

  4. Select Choose a file and select your CSV file.

  5. Select Start import.

You can continue working on other tasks and your import will happen in the background. To check the status of your import, select Import details again.

Avoiding import errors

During your import, one or more rows from your CSV file may not be imported. This could happen for several reasons. Some of these include:

  • having ,, in the row to indicate an empty value

  • setting a dropdown field to a value that is not one of the options in the dropdown

  • setting a date field with the incorrect format. The correct format is YYYY-MM-DD

Note that valid detail fields in a row will still be imported when the row contains invalid fields. If you encounter an error, correct the relevant fields and upload the relevant rows again.

 

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