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Import data to a business project using a CSV file
Moving your work into Jira Work Management doesn't have to be a time-consuming process. With the CSV importer, you can easily transfer information from other project management tools into Jira, saving time and effort.
This means business teams, like legal, marketing, and HR, now have a place to call home in the the Atlassian products suite.
To import data, simply upload a CSV file, map your data, and the information will appear as issues in a business project.
If you prefer to import your work into Jira Service Management, you can switch back to the old experience.
Admins can create and import data into both company-managed and team-managed projects.
Users with the permission to create projects can only create and import data into team-managed projects but won’t be able to move users into the new project. All user fields in the new project will be unassigned and user tags in comments will appear as plain text.
Use the CSV importer
To import data into a new business project using a CSV file:
From the navigation bar, select Projects > Create project > Import data on the sidebar.
You can also navigate to the page through your settings. Select Settings (⛭) > System > External System Import on the sidebar.
Select the app from which you’d like to import your data from. If you can’t find your app in the list, select CSV to use any CSV file to import your data.
Upload your CSV file. Select Next.
If you selected an app in the previous step, follow the directions provided to export a CSV file from the app.
If you selected CSV, prepare and structure your CSV file for import before uploading it.
You can also upload a configuration file under Upload a configuration file (optional) to bring in preferences from a previous import. What is a configuration file?
Set up a new project in Jira. Select the Jira project (business or software). If you select a software project, you’ll also need to select a template. The available templates are Kanban and Scrum. Select Show more to change your Project type, Access, and Key. Once you’re done, select Next.
The default Access is Open.
The Key will automatically be selected for you. You can modify the Project name and Key later in the Project Settings.
After setting up the project, map the column data to Jira fields. Read how to map data
Each row of the CSV file will be created as an issue in your new Jira project.
To create custom fields, select the dropdown next to a listed CSV column, select Create a new custom field, and select a custom field type. More about custom fields
Select Next once you’re done.
Add users to your new project by adding a valid email address for each user to import their information into Jira. You can also choose not to add users in this step. Select Next once you’re done.
If your CSV has email addresses in columns containing user information, they will be automatically populated.
If you’re manually adding email addresses, make sure to provide the correct email information for each user to avoid data loss and to import the right users into your project.
If you choose not to import users, user fields such as assignee and reporter will be unassigned, user @mentions in comments will be converted to plain text, and commenter names will be displayed as Anonymous.
Product admins can only add existing users from the site. To add new users, contact an organization admin to invite them before proceeding with the import. Any information of new users added on this page by product admins will not be imported.
Review how your data will be imported into Jira.
Select Download a configuration file if you’d like to save a configuration file on your device to use for your next import.
Select Import when you’re ready to begin the import.
The importer will automatically begin moving the data in the background. The status of your import will be visible on the project page. You will also receive an email once the import is complete.
Once the data is imported, the issues will appear in board view.
If your import fails or is partially complete, you should be able to download an error log at the end of the import. Use the troubleshooting guide to fix errors and try importing your project again.
Contact support if you’re facing any issues with your import.
Importing to Jira Work Management from other tools
Importing your data from other tools like Clickup, Smartsheet, and more is coming soon. For now, export the data from these products and then import it as a CSV file into Jira Work Management. More about exporting from other tools
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