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Is there a way to create new customers in bulk within Service Management by importing a csv?

kdoddi
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November 28, 2023

Looks like the import feature in Customers is only to add fields or details to existing ones but not to create new ones, as below....

 

You can import your customers' details from a CSV file. This will import values into fields that already exist but it will not add new fields or import new customers or organizations. If you want to import details for fields that don’t exist you will need to create these before starting your import. You must be a Jira admin to import customer details
 

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Marc - Devoteam
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November 29, 2023

Hi @kdoddi 

Welcome to the community.

The option you describe is still in rollout and yes is only for updates.

Do the following for adding customers in bulk, if you have as csv file

  1. Log into your Atlassian Cloud site.
  2. Go to Projects > Project Name > Customers > Add Customers.
  3. Add as many emails to invite multiple people. You can use commas or semi-colons as separators between emails. If you have a .CSV file, you can paste the data into the invite window.
  4. Select Enter. This invite will email the customers, asking them to complete their account set up to access your project.

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