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Importing standard issues
With ImpEx Cloud, you can import issues from Excel to Jira.
There are 3 mandatory columns you need to use when importing:
- Summary
- Issue Type
- Project
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Please be aware that ImpEx Cloud only except the full name or the key of the project! |
Create the columns and copy the lines with the correct column names from Excel by pressing Ctrl+C.
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To import the copied cells, you have to open the import dialog and select the Import... menu.
After opening the import dialog you will see some useful information about:
- On the top left corner you can find a link to the documentation (Tutorial)
- A 3-step visual guide presenting the import steps under the "Follow our guide!" section
On the bottom of the screen you can see the color guide of the import process
To insert your data click in the Paste here (Ctrl+V) cell and press Ctrl+V to preview the import.
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You have to include the correct column names when pasting the values! To copy columns names and see the right format of fields:
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About the colors that will help you:
If there is any problem with the import, you will see the problematic cells turn into red.
If you hoover over a red cell an error message appears, that can help you with troubleshooting.
The cells colored with orange will be ignored.
If you fix the problems, you will see the preview without any red cells and you can click on Create.
And the issues are created!
Importing sub-tasks
About creating subtasks:
- To create Sub-tasks use the Parent Issue Key (impex) column to specify the parent issue.
- Sub-tasks without the column Parent Issue Key (impex) will be assigned automatically to the closest non-sub-task issue above them.