How can I import customers into a JIRA service desk? Is there any limit on number of customers? are they shared between different Service Desks in the same instance?
Hello Syed,
Thank you for reaching out to Atlassian Community!
How can I import customers into a JIRA service desk?
There is no option to import customers, but you can make a list and bulk add them to a project, they can self sign-up or you can add them via REST API.
You can find the details on the feature request below:
Please, click on vote and watch to receive updates about the feature.
Is there any limit on number of customers?
No, there are no limits when it comes to customers’ accounts.
On the Standard and Premium plans, you may license up to 10,000 users per product for Confluence, Jira Core, and/or Jira Software. For Jira Service Management Cloud, you may license up to 5,000 Agents. There is no limit on the number of Jira Service Management ‘customers'. On the Cloud Free plan, you may license up to 10 users (Confluence, Jira Core, Jira Software) and 3 agents (Jira Service Management). There is no limit on the number of Jira Service Management 'customers’ on the Cloud Free plan.
Are they shared between different Service Desks in the same instance?
Yes, but only if the customer permissions on the project is set to "Anyone with an account on xxxxx.atlassian.net". You can find this option on Project settings > Customer permissions (Classic) or Project settings > Channels > Customer permissions (Next-gen).
In case the permission is set to "Customers added by agents and admins", customers will have permission only on projects where the agents or admins manually added them.
Regards,Angélica
Thanks @Angélica Luz
Hi @Angélica Luz exist any form for export list of customers ?
Hi @Marcelo Ignacio Cid Abud,
It's possible to export the list of customers directly via User management.
For these steps, it's required to be a site-admin:
Old experience:
Cog icon > User management > Jira Service Management > Export customers.
New experience:
Cog icon > Products > Select your site under "Sites and products" > Portal customers > Export customers.
If you want to bring a full customer base into Jira Service Management, you can consider using Mria CRM: CRM for Jira Teams. It lets you import Contacts & Companies from spreadsheets or CRM exports with no practical limits.When you open a ticket, there will be a Mria CRM panel on the right where support can search for an existing customer and link the correct Contact or Company to that request.If this fits what you’re trying to do, we also have a detailed guide that explains the import process and how everything works inside JSM.Best regards,YuliiaMria Labs Inc.
@Yuliia Maidanova - Mria Labs Inc_ if you're part of a Marketplace App team, we would like to ask you to follow the steps outlined here to get an 'Atlassian Partner' lozenge for your profile! Cheers!
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