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csv import - move an standard issue-type to an Epic

markus.neuwald@canon.at
Contributor
July 22, 2025

Hi!

we use JIRA for documentation of our pre-sales and installations.

now i created for each customername an epic and i want to move our pre-Sales Issues and Implementation Issues to that epic for each customer.

JIRA does not allow to directly move an standard issue-type to an epic -> first it is necessary to convert it to a sub-task, and within the tool i can set the new parent (epic).

As i have a lot of "standard-issues" to move to the correct epic, i want to use the csv Import to update each issue with the new parent (epic).

But i find no way to do it. 

How to configure the csv import to change the issue-type to subtask and move it to the new parent in one go?

my csv looks like:

issuekey; issue-ID; parent key; parent-ID; Summary; issue-type

CAT-5921; 45083; CAT-7528; 62924; uF_3E Handel; ST: PreSales Deal Support

The idea is that the csv import updates the issuekey "CAT-5921" and set the issue-type to "ST: PreSales Deal Support" and moves it as a child of "CAT-7528".

The import stopps with the information, that the issue CAT-5921 is no sub-task and so it will not be part of CAT-7528.

Should that work?

What have i done wrong?

Is there a tip on how to move several different tasks into different epics?

kind regards,

Markus

2 answers

1 accepted

0 votes
Answer accepted
Trudy Claspill
Community Champion
July 22, 2025

Hello markus.neuwald@canon.at 

Do I understand correctly that you have existing standard-type issues that you want to make children of existing Epic-type issues?

If so, there is a flaw in your reasoning.

JIRA does not allow to directly move an standard issue-type to an epic -> first it is necessary to convert it to a sub-task, and within the tool i can set the new parent (epic).

Jira absolutely allow you to set the parent of a standard-type issue to an existing Epic through the UI without converting it to a sub-task.

One method is to view the standard-type issue and click the Add Parent option in the breadcrumbs above the summary.

Screenshot 2025-07-22 at 9.44.34 AM.png

 

Another option is to ensure you have the Parent field included in the Layout of the issue and then click there to insert the key for the Epic.

Screenshot 2025-07-22 at 9.46.00 AM.png

 

With regard to the failure in the import process, we must first know a few things:

1. What type of project does this concern? Get that information from the Type column of the View All Projects page under the Projects > More Projects menu.

2. How exactly are you accessing the CSV import process? Are you accessing that through System > External System Import, or are you accessing it from the Search Work Items screen and selecting Import Work Items from CSV?

3. Show us a screen image of the field mapping you are creating when you execute this import.

Trudy Claspill
Community Champion
July 22, 2025

Thank you for that additional information markus.neuwald@canon.at 

 

What is the project Type where these issues are contained? Get the project Type information from the View All Projects screen available under Projects > More Projects.

 

What is the issue type of CAT-7528?

At the time you execute the import what is the issue type of CAT-5921?

 

Can you show us the Issue Type Hierarchy for your system from

https://yourBaseURL/jira/settings/issues/issue-hierarchy

 

Can you show us the Issue Types available to the project as shown through the Project Settings?

markus.neuwald@canon.at
Contributor
July 22, 2025

Hi Trudy,

about the project type - i'm not sure, but isn't it the information i already posted in the screenshot above? Projecttype = JIRA-Softwareproject

 

CAT-7528 - issuetype = epic

CAT-5921 - issuetype = standard-issuetype (Pre-Sales Deal Support)


3.PNG4.PNG.jpg

5.jpg

6.jpg

 

markus.neuwald@canon.at
Contributor
July 22, 2025

Can you show us the Issue Types available to the project as shown through the Project Settings?

7.png

Trudy Claspill
Community Champion
July 22, 2025

about the project type - i'm not sure, but isn't it the information i already posted in the screenshot above? Projecttype = JIRA-Softwareproject

There are two elements to the project type:

Company Managed vs. Team Managed

Business vs. Software vs. Service Management.

The View All Projects page includes both pieces of information.

Screenshot 2025-07-22 at 10.11.12 PM.png

What you pointed out tells us only that it is a Software project, not whether it is Team Managed or Company Managed. However, looking at both types of projects on my own instance I see that the Team Managed Software project currently doesn't include that field in its Project Settings Details page at all. So I am concluding that your project is Company Managed Software.

 

At this time, there are two CSV formats and field mappings you can use to update existing Standard issues to make them children of existing Epics.

Option 1: Use Epic Link in the field mapping

CSV File:

issuekey,type,summary,parent
ABC-1,Epic,Epic's summary,
ABC-2,Story,Story's summary,ABC-1

Field mapping:

Screenshot 2025-07-22 at 10.19.27 PM.png

 

 

Option 2: use issue ID

You don't have to have the issue's actual ID.

CSV File:

id,issuekey,type,summary,parent
1,ABC-1,Epic,Epic's summary,
2,ABC-2,Story,Story's summary,1

In the "parent" column you put the ID from the "id" column from the row that has the Epic's details. The row for the Epic should be before and standard issue that you want to assign to that Epic. The "id" values can be any unique set of numbers.

Field mapping:

 

Screenshot 2025-07-22 at 10.24.16 PM.png

 

 

I tested both of the above methods with pre-existing Story (level 0) issue types and pre-existing Epics (level 1) issue types. Both worked.

markus.neuwald@canon.at
Contributor
July 23, 2025

good morning,

here is the information about project-type:

8.png

you are right -> it is company managed software

Next, i will try your suggestion and come back.

Like Trudy Claspill likes this
markus.neuwald@canon.at
Contributor
July 23, 2025

Hi Trudy,

I tried Option1 sucessfully.

The most important point was to link the parent with the "Epic Link" field.

Kind Regards,

Markus

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Trudy Claspill
Community Champion
July 23, 2025

Do note that works only for Company Managed projects because the Epic zlink field was never used on Team Managed projects.

Also, the Epic Link field is being deprecated. At some point in the future you may no longer see it available for mapping during vs imports.

Trudy Claspill
Community Champion
July 23, 2025

Also, since my replies helped you solve your problem, please consider clicking on the Accept Answer button above my replies. That marks your Question as Solved, which helps other people searching for answers find the posts that have validated answers.

0 votes
markus.neuwald@canon.at
Contributor
July 22, 2025

I put the answers into the screenshots.

kind regards,

markus2.png1.png

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