What is the process for uploading a CSV file of tasks that must be completed under multiple stories in an Epic?
Hi @Lisa Warren ,
for this kind of import I would avoid preparing one huge CSV blindly. The important part is to make the parent relationship explicit for every row.
A clean file should usually have something like:
- Issue Type / Work Type
- Summary
- Parent reference
- Any required project fields
- Any required custom fields
If the parent stories already exist in Jira, use their real work item keys as the parent reference. If you are creating parents and children in the same import, the order and temporary identifiers become much more important.
Full disclosure: I built Excel Backlog Importer for Jira because this exact “many Excel rows → structured Jira backlog” workflow is painful in native CSV import. The app lets you upload XLSX, map fields, validate rows, preview parent-child structure and then create or update the selected work items. It is not a magic fix for wrong Jira hierarchy configuration, but it helps reduce CSV trial and error.
Hi @Lisa Warren,
Worth flagging the hierarchy point @Walter Buggenhout raised first, because it's the most common stumbling block: in Jira, Tasks and Stories sit at the same level. So you can't have Tasks under Stories directly - the three-level structure has to be Epic > Story > Sub-task.
If your "tasks" are really sub-tasks of stories, here's the CSV setup that works:
Settings > System > External system import > CSV. On the data-mapping screen, map your Issue ID and Parent Issue ID columns explicitly.If your "tasks" are actual Tasks (not sub-tasks) and you want them grouped with stories under the same Epic, the structure is different: both Tasks and Stories become children of the Epic, with their Parent set to the Epic's Issue ID. There's no nesting between them.
The official guide is here: Importing data from a CSV file — pay attention to the "Creating sub-tasks" section.
Hope this helps,
Ivan
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@Lisa WarrenOne more thing worth mentioning, in case you'd rather avoid the CSV importer altogether.
If you're open to solutions from the Atlassian Marketplace, JXL is a spreadsheet-style view for Jira where you can paste data from Excel or Google Sheets straight into Jira fields, parent relationships included. You'd open a sheet showing your Epic and its existing Stories, then paste your task rows underneath the right Story; JXL creates the new sub-tasks under the correct parents in one go, no Issue ID column or import wizard required. It's also handy when the data isn't quite right after import, since you can fix everything inline in the same sheet.
Disclosure: I work for the team that builds JXL.
Cheers,
Ivan
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Hi @Lisa Warren and welcome to the Community!
It's quite important to first of all understand Jira's work type hierarchy. Tasks and Stories are at the same hierarchy level in Jira - so if you want to apply 3 hierarchy levels, these need to be:
Epic > Story > Sub-task
Make sure you have those defined as such in your csv file and also make sure all 3 work types are available as work types in the Jira space you want to import your csv file into.
In the csv file, you will have to make sure you identify each item with a unique identifier. Use those identifiers to link each child item to its parent.
With that preparation in mind, see this support article explaining the technical steps for preparing and importing a csv file. Pay special attention to the section on Creating parent / child relationships.
Hope this helps!
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