Import data from a business project to a software project

Moving your work across Jira project types (business to software) just got easier.

Using the Jira importer, you can directly import your existing business project data to a new software project. This helps save the effort of manually moving data and ensures the project information is relevant and accurate.

Importing data

To directly import your data using the Jira importer:

1. From the navigation bar, select Projects > Create project.

2. From the sidebar, go to More > select Import data.

3. Select Import to a new software project.

4. In the ‘import from an app’ section select Jira (business project).

5. Select the project from where you’d like to import data from. Once you select the project, the About this project section will display the number of issues that will be imported.

6. Select Next.

7. Now set up your new project’s name, template, access, and key. Then select Next.

   1. The key will automatically be selected, but can be customized as needed. You can also change the project name and key later in your project settings.

   2. The project type can’t be changed. It will be match the project you’re importing.

8. Next, review the details of your new project. The screen will summarize how your business project data will be imported:

   • Field mapping: View and customize how your business project standard and custom fields will be mapped in your software project.

   • Import users: Bring users from your business project to your new project so they remain assigned to the work. This includes; people fields, @mentions, and comments with attached names. These users won’t be notified.

     • If users are not imported, the reporter and assignee fields will be left blank.

   • Import attachments: Select whether to import attachments to your new project.

9. Select Import when you’re ready to start importing your data.

The importer will automatically start bringing over the data to your new project in the background. You’ll see a progress bar indicating the status of your import.

You can continue to work on other things and return to the project page to see the progress of your import.

Once complete, refresh the page to see your issues:

• On the board view – if you selected the kanban template, or

• In your backlog – if you selected the scrum template.

Read more about using your scrum backlog

Edit fields

You can edit how the business project fields are imported to your software project.

The Review details screen will summarize how your data will be mapped in your new project. Select Field mapping. This is where you’ll find how your data has been automatically mapped.

This is where you can:

• Edit how your business project data is mapped.

• Use the toggles to indicate whether or not to include specific fields in your import.

To edit a field:

1. Select the drop-down of the field you want to edit.

2. You can either select an existing field from the options provided or add a custom field type that best suits the format of your field. If you select a custom field, it’ll take the same name as your business project.

Any changes you make will be automatically saved in real-time. Once you’ve edited your fields, head back to the Review details screen.

Unsupported business project field types

The following business project fields are not supported by software projects, and will not be included in your import:

• Category