How to bulk import issues via csv file for use in automation rule

[Miriam Dogan]

I want to create a automation rule that creates +/- 100 recurring issues every month (monthly closing tasks for the finance department). Is there a way to import these issues once via csv to save them in the "then"-section of the rule? Or do i have to run the csv bulk import every month via automation rule?
Thanks in advance!

[Luka Hummel - codefortynine · Accepted solution]

Hi @Miriam Dogan

As the others already have mentioned, CSV isn't the right tool to create recurring tasks. Cloning template issues or projects might be a better way. If you are willing to use a third party-app, you can try Deep Clone for Jira. You can use Deep Clone for your use case in the following ways:

• Clone Recurring Issues: After the initial setup, you can use Deep Clone to clone these issues for subsequent months. Deep Clone allows for bulk cloning and can carry over all the necessary fields, including custom fields, links, and attachments, making it an ideal tool for monthly recurring tasks.

• Automate with Deep Clone: Combine Jira's automation with Deep Clone's capabilities. Set up a monthly trigger in Jira Automation that executes a Deep Clone operation to clone the set of tasks from a template issue or a previous month's issue. This requires manual setup for the automation rule to use a Deep Clone Post Function Clone via a looping transition, but it streamlines the process for future months.

[Aron Gombas _Midori_ · Accepted solution]

It sounds automation rules won't be flexible enough here.

As an alternative there are two popular apps for Jira Cloud that offer "scheduled re-creation of an issue set". I think you should definitely try these:

1. https://marketplace.atlassian.com/apps/37456/the-scheduler?hosting=cloud&tab=overview
2. https://marketplace.atlassian.com/apps/1223680/issue-scheduler-plan-recurring-tasks?hosting=cloud&tab=overview

[Miriam Dogan]

Thanks Aron, I'll check out the possibilities of those two apps.

[John Funk · Accepted solution]

Hi Miriam - Welcome to the Atlassian Community!

You would need to do another bulk import every month - you can't accomplish that with an automation rule. 

Or you could setup a Recurring process for your issues as identified in this article:

https://community.atlassian.com/t5/Jira-articles/Creating-a-Flexible-Recurring-Task-Issue/ba-p/2040862

[Miriam Dogan]

Hi John

Thank you!

Solving the problem with recreating issues by cloning is a very nice work-around, thank you very much!