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 our new CSV importer, you can easily transfer information from tools such ClickUp and Smartsheets into Jira Work Management, allowing you to start working more quickly.

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 Software or Jira Service Management, you’ll be switched 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.

Read about Jira’s global permissions

Use the CSV importer

CSV importer preview table
  1. From the navigation bar, select Projects > Create project.

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

  3. In the Import from CSV section, upload the CSV file that you want to import. For best results, make sure your CSV file is properly prepared and structured. More about preparing and structuring your CSV file

  4. After uploading the file, preview and map the column data to fields for how you want it to appear in the business project. We’ll create an issue in your new business project for each row of data. More about mapping data

    1. If you want a field type specific to fit your team's needs, select Map to a field and then Create a new custom field. More about custom fields

  5. Once you’ve mapped the data in the preview table, you’ll be prompted to setup a new business project to finish the import. More about creating a business project

  6. After the project has been setup, we’ll automatically start importing the data in the background and use a progress bar to indicate the status of your import. As data is imported it will show on the board view as issues in your new project. More about the board view

 

imported task in board view JWM

If you experience any problems with the import or you want more information, contact support

Importing to Jira Work Management from other tools

Importing your data from other tools like Clickup, Smartsheets, 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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