Possibility to import Data from Excel in Jira

[Malte Redmann]

I have an Excel Sheet from my customer, where all relevant information is in. 

I want to transfer this Data in different tasks Jira.

How is it possible to tell Jira, to import the data of field X in excel in a specific field in a task in Jira? 

Thanks in advance.

[Trudy Claspill · Accepted solution]

Hello @Malte Redmann 

Yes, this is possible.

Save the Excel file in the CSV format, then using the CSV Import functionality.

Here is the documentation for that functionality.

https://support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file/

[Riley Venable · Accepted solution]

You can import the data from your Excel sheet into Jira by exporting the data you want to transfer to a CSV file. In your Jira project, go to Filters > Advance issue search, and select the issues you want to export. Select Columns and select the fields that you want to keep for the export. When you’re ready, click Done. At the top-right hand, select Export > Export Excel CSV (all fields) if you want to export all issue fields, or choose Export Excel (current fields) to export only the fields you chose. You can use the CVS as a template by leaving the headers and modifying the actual data before importing it. Then, go to Filters > Advanced Issue search > (), and select Import issues from CSV. Choose the CSV file you want to use and click Next. Now you need to follow the wizard. Once the import is completed, you’ll be able to see the list of ideas in your project.

[Hannes Obweger - JXL for Jira]

Hi @Malte Redmann

just to add to Trudy's answer: If you need or prefer a more interactive experience and are open to solutions from the Atlassian Marketplace, you may want to check out the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also supports bulk editing via copy/paste. This works within JXL, but also between JXL and pretty much any other application. So what you can do is simply copy the values in Excel, move over to JXL, and paste the values into the respective issue fields.

This is how this looks in action:

I'm using story points here, but it works the same for any other field(s).

I should also add that JXL can do much more than the above:  From support for configurable issue hierarchies, to issue grouping by any issue field(s), sum-ups, or conditional formatting.

Any questions just let me know,

Best,

Hannes

[Piotr Mederak]

Hi,

native Jira import can do this through CSV field mapping, but the preparation step matters a lot. Your Excel columns need to become CSV columns, and then each column has to be mapped to an existing Jira field during import. Also make sure the target issue types and custom fields are available in the project you import into.

If the file comes from a customer, I would be careful with importing it directly. Customer spreadsheets often need cleanup first: inconsistent values, missing required fields, mixed issue types, description content spread across multiple columns, etc.