You should be able to download the filter results as CSV using the export button to the top right of the search box. It does limit you to the first 1000 results, though, from memory. The Jira add-in is better to use if you need to fetch more than 1000 results or if you are opening this in Excel anyway.
Hi Manisha, As far as I know a CSV file assumes just one table per file so multiple sheets are not possible. You'll need to use separate CSV files or (assuming they're all the same) merge all the sheets into one table.
Thank you so much! I was looking for a way to retain all of the formatting when uploading into Jira. One simple unchecked box did the trick. That is going to save hours for my testers. Question: Is there a cheat sheet showing how test in the csv file maps to special characters? I liked the green check box (/) and red x bullets (x) .
Hi Jeff, I'm glad this proved useful! Yes, there's a list of basic ones like (x) towards the bottom of this page: confluence.atlassian.com/doc/symbols-emojis-and-special-characters-136870.html You _should_ also be able to use any emoji you can put into a Jira text box from the UI using text between two colons (e.g. :star:), though I haven't tested that. You can get the emoji's specific text by hovering over it in the UI and reading it off the bottom (see the screenshot of the emoji menu in the link above).
If you have it as a column in your spreadsheet for issue type then you should be able to map the values to the issue type field values during the upload setup.
Thanks for so short and useful video! Is it possible to save/migrate issue statuses? I tried to move my project from Redmine to JIRA and all issues fell to Backlog despite of that I created in JIRA the same statuses as in Redmine. I don't see 'Status' filed on the page with mapping (there is such field in CSV, but there iis no corresponding field in JIRA).
Hi Mihail, There are two different import methods. The first is external project import and that's only available for Jira admin. The second is a lesser bulk import for users - this is the one I show in the video. If you are an admin you want the external project import which will allow you to map the statuses. You can find more info here: support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file/ If you're not the admin and your admin doesn't have time to do this import for you, your best bet is to do these imports in batches and after the bulk import do a bulk change to transition the issues to the right status. You could also add their status as a label in one big import, then do a bulk change for each label to transition the issues to the right status.
If you're on a team managed project and you're a project admin it's pretty straightforward. Just go to the project settings and select 'Issue types'. From there you can add custom fields as needed. If you're on a company managed project it's trickier and you need to be a global admin. In this case you'll need to look the Atlassian documentation, sorry.
Hi. This is very useful. Do you know a way how to migrate the entire db from mantis 1.2.4 to Jira? I want to migrate all the tickets I have to jira but dont know an easy way.
Hi Hakan Tanis, I don't have experience with Mantis, but you'll need to find some way to export all the tickets there to CSV or JSON. If you are a Jira admin, you can do a bulk import of all of these tickets and projects using the External System Import (Administration > System > Import & Export > External System Import). Alternatively, you may need to write a script that goes through every project and ticket in Mantis and creates an equivalent project ticket in Jira (particularly if you want to grab attachments as far as I can tell).
As far as I'm aware Alt + Enter won't work, but you can map multiple columns in the CSV file to the labels field in Jira. I've done this in the past to add multiple labels to bulk-imported issues.
Hi Bam Bam, There are two different CSV import options. One is available to admins only, and the other is the one I showed in the video. Unfortunately, the option from the video does not allow issue links and epics to be uploaded out of the box, but it is possible. If it's a company managed project you'll need to go to the 'Issues settings' and under 'Screens' click on 'Screens'. Then edit the 'Create issue screen' for the relevant project to include the 'Linked issues' field. Once you've added that, retry the bulk upload and you should be able to map the issue links. This is where I found the information: confluence.atlassian.com/jirakb/how-to-import-issue-links-from-a-csv-file-as-a-non-admin-user-830474094.html
I've not used Zeypher, but in the usual case in Jira you'd need to manually overwrite existing issues. Even deleting the issues won't decrement the issue key/let you replace it.
Hey guys, when I try to import a csv file as described in the video, when I get to the step to map fields it only shows one field, and not all my fields separate, it only brings up one field. Did someone else experience the same issue, and how do I solve it.
Hi Jacques, I was able to replicate something like what you're describing by having the wrong delimiter set in the CSV file. The easiest way to check what delimiter your file is using is to right click it and open it in a text editor like notepad. It should look something like this: column 1 value,column 2 value,column 3 value,"column 4, with comma in value",column 5 value Note the only thing separating the columns in the example above is a comma. If your values contain commas, then you'll see the value wrapped in double quotes like column 4 in the above example. You may also see something like this using a semicolon to separate values: column 1 value;column 2 value;column 3 value;column 4 value;column 5 value I've seen semicolons used to as a column separator/delimiter, but in theory it could be other symbols too - though given CSV stands for 'comma separated values' it's usually a comma. If your file uses another symbol, then the easiest way to fix this is to set the delimiter in your Jira import to be that symbol (right under where you select your project and the file encoding). If your file was using commas, then it's worth checking whether for some reason the delimiter was set to a different value in Jira on the second import screen. Failing that, the only other thing that jumps to mind is that the file encoding set in the import doesn't match the file encoding on the file. I always use the first option for saving as a CSV in Excel which is CSV UTF-8. This creates a file that matches the default values set in Jira's bulk import screen (comma delimiter and UTF-8 encoding). I hope this helps.
@@productivityexchange Thank you very much, that worked like a charm, my file is separated by a semi-colon, I changed it in Jira and it worked. Thank you again for the great answer, I am now becoming a Jira Ninja sensei :)
Not that I'm aware of, but you can include links to OneDrive, Dropbox, SharePoint, Google Drive or similar in the description or a custom field. That's how I've been able to work around that in the past.
Unfortunately, I haven't been able to find a way. Though, you could include a link to a file in the description if you use some cloud storage like OneDrive or SharePoint.
I'm not sure. I have not used any Chrome extensions for Jira. I see Atlassian has developed one that's in beta at the moment but as far as I can tell that just about gathering ideas from the Web and collating them into issues, not doing bulk uploads - though I may be wrong. If it's an extension from a different developer, I'm generally quite wary of installing third-party extensions and granting them access to sensitive accounts.
Hi Vishnu, I haven't specifically mapped check-list values for a custom field, but there's a short thread on the Atlassian Community that covers this called 'Import subtask with checklist mapping is not working' that talks through mapping the values (with screenshots). This should work for all tickets with custom check-list fields. I hope that helps!
I couldn't figure out why my descriptions were wrapping. Thanks so much! 🙏
That is soooo useful and easily explained, with proper highlights! thank you!
Very straightforward and concise. Thanks my friend!!
This was exactly what I was looking for! Thanks so much!!
Well explained and very helpful - thanks so much!
Awesome presentation!
This so well explained :). Thank you!!
Beautiful ❤️ thanks for creating
Nicely explained. Thank you brother.
Thanks for the detailed training video
Well explained , thank you!
Thanks for the video..Keep it up !!
well done! Also thanks for not playing music in the background :D
Excelent video.
Thank you so very much! This video was amazing and helped me so much. Subscribing!!
Thank you so much, this is what i was looking for. I don't have admin access so i used "import issues from CVS " option.
where from i'll get "import issues from CVS " option. Cn you please help
You should be able to download the filter results as CSV using the export button to the top right of the search box. It does limit you to the first 1000 results, though, from memory. The Jira add-in is better to use if you need to fetch more than 1000 results or if you are opening this in Excel anyway.
Thanks That was helpful
Very useful video. Thank you so much for that ❤️. Question: can we have multiple tabs in csv file?
Hi Manisha,
As far as I know a CSV file assumes just one table per file so multiple sheets are not possible. You'll need to use separate CSV files or (assuming they're all the same) merge all the sheets into one table.
Thank you so much! I was looking for a way to retain all of the formatting when uploading into Jira. One simple unchecked box did the trick. That is going to save hours for my testers. Question: Is there a cheat sheet showing how test in the csv file maps to special characters? I liked the green check box (/) and red x bullets (x) .
Hi Jeff,
I'm glad this proved useful! Yes, there's a list of basic ones like (x) towards the bottom of this page:
confluence.atlassian.com/doc/symbols-emojis-and-special-characters-136870.html
You _should_ also be able to use any emoji you can put into a Jira text box from the UI using text between two colons (e.g. :star:), though I haven't tested that. You can get the emoji's specific text by hovering over it in the UI and reading it off the bottom (see the screenshot of the emoji menu in the link above).
Thanks. Very helpful. Question: I have multiple Issue Types - Story, Bug etc.. where do I select the Issue Type during the upload?
If you have it as a column in your spreadsheet for issue type then you should be able to map the values to the issue type field values during the upload setup.
Thanks for so short and useful video! Is it possible to save/migrate issue statuses? I tried to move my project from Redmine to JIRA and all issues fell to Backlog despite of that I created in JIRA the same statuses as in Redmine. I don't see 'Status' filed on the page with mapping (there is such field in CSV, but there iis no corresponding field in JIRA).
Hi Mihail,
There are two different import methods. The first is external project import and that's only available for Jira admin. The second is a lesser bulk import for users - this is the one I show in the video. If you are an admin you want the external project import which will allow you to map the statuses. You can find more info here: support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file/
If you're not the admin and your admin doesn't have time to do this import for you, your best bet is to do these imports in batches and after the bulk import do a bulk change to transition the issues to the right status. You could also add their status as a label in one big import, then do a bulk change for each label to transition the issues to the right status.
Thank you, this was really helpful. However I have additional custom fields. How do I create custom fields in JIRA 1st before importing my csv?
If you're on a team managed project and you're a project admin it's pretty straightforward. Just go to the project settings and select 'Issue types'. From there you can add custom fields as needed.
If you're on a company managed project it's trickier and you need to be a global admin. In this case you'll need to look the Atlassian documentation, sorry.
Hi. This is very useful. Do you know a way how to migrate the entire db from mantis 1.2.4 to Jira? I want to migrate all the tickets I have to jira but dont know an easy way.
Hi Hakan Tanis,
I don't have experience with Mantis, but you'll need to find some way to export all the tickets there to CSV or JSON. If you are a Jira admin, you can do a bulk import of all of these tickets and projects using the External System Import (Administration > System > Import & Export > External System Import). Alternatively, you may need to write a script that goes through every project and ticket in Mantis and creates an equivalent project ticket in Jira (particularly if you want to grab attachments as far as I can tell).
Do you know if we can add multiple labels by using the ALT+Enter between each of the labels?
As far as I'm aware Alt + Enter won't work, but you can map multiple columns in the CSV file to the labels field in Jira. I've done this in the past to add multiple labels to bulk-imported issues.
I tried it, but I am having trouble Importing issue links from a CSV File. For some reason, the links are not creating. Any video on that?
Hi Bam Bam,
There are two different CSV import options. One is available to admins only, and the other is the one I showed in the video. Unfortunately, the option from the video does not allow issue links and epics to be uploaded out of the box, but it is possible. If it's a company managed project you'll need to go to the 'Issues settings' and under 'Screens' click on 'Screens'. Then edit the 'Create issue screen' for the relevant project to include the 'Linked issues' field. Once you've added that, retry the bulk upload and you should be able to map the issue links.
This is where I found the information: confluence.atlassian.com/jirakb/how-to-import-issue-links-from-a-csv-file-as-a-non-admin-user-830474094.html
Is there any option to override existing test cases in jira zeypher by importing Excel or CSV file
I've not used Zeypher, but in the usual case in Jira you'd need to manually overwrite existing issues. Even deleting the issues won't decrement the issue key/let you replace it.
Hey guys, when I try to import a csv file as described in the video, when I get to the step to map fields it only shows one field, and not all my fields separate, it only brings up one field. Did someone else experience the same issue, and how do I solve it.
Hi Jacques,
I was able to replicate something like what you're describing by having the wrong delimiter set in the CSV file. The easiest way to check what delimiter your file is using is to right click it and open it in a text editor like notepad. It should look something like this:
column 1 value,column 2 value,column 3 value,"column 4, with comma in value",column 5 value
Note the only thing separating the columns in the example above is a comma. If your values contain commas, then you'll see the value wrapped in double quotes like column 4 in the above example. You may also see something like this using a semicolon to separate values:
column 1 value;column 2 value;column 3 value;column 4 value;column 5 value
I've seen semicolons used to as a column separator/delimiter, but in theory it could be other symbols too - though given CSV stands for 'comma separated values' it's usually a comma. If your file uses another symbol, then the easiest way to fix this is to set the delimiter in your Jira import to be that symbol (right under where you select your project and the file encoding). If your file was using commas, then it's worth checking whether for some reason the delimiter was set to a different value in Jira on the second import screen.
Failing that, the only other thing that jumps to mind is that the file encoding set in the import doesn't match the file encoding on the file. I always use the first option for saving as a CSV in Excel which is CSV UTF-8. This creates a file that matches the default values set in Jira's bulk import screen (comma delimiter and UTF-8 encoding).
I hope this helps.
@@productivityexchange Thank you very much, that worked like a charm, my file is separated by a semi-colon, I changed it in Jira and it worked. Thank you again for the great answer, I am now becoming a Jira Ninja sensei :)
can we import USer story from excel to jira..using this..
Yes, you just need to map it to the right issue type on doing the bulk upload.
Can we upload attachments for the issues somehow using this method?
Not that I'm aware of, but you can include links to OneDrive, Dropbox, SharePoint, Google Drive or similar in the description or a custom field. That's how I've been able to work around that in the past.
Through this bulk upload, Is there a way to include attachments also
Unfortunately, I haven't been able to find a way. Though, you could include a link to a file in the description if you use some cloud storage like OneDrive or SharePoint.
Can we use chrome plug in to create those issues ?
I'm not sure. I have not used any Chrome extensions for Jira. I see Atlassian has developed one that's in beta at the moment but as far as I can tell that just about gathering ideas from the Web and collating them into issues, not doing bulk uploads - though I may be wrong. If it's an extension from a different developer, I'm generally quite wary of installing third-party extensions and granting them access to sensitive accounts.
Hi can we map checklist?
Hi Vishnu,
I haven't specifically mapped check-list values for a custom field, but there's a short thread on the Atlassian Community that covers this called 'Import subtask with checklist mapping is not working' that talks through mapping the values (with screenshots). This should work for all tickets with custom check-list fields. I hope that helps!