Unable to import customer profiles using CSV

Question

Dear Atlassian Community,

I hope this message finds you well.

I am writing to seek assistance with an issue I have encountered while attempting to import customer profiles into Jira using a CSV file. Despite following the instructions provided in the documentation, I am unable to complete the import successfully.

Documentation Link: https://support.atlassian.com/jira-service-management-cloud/docs/import-customer-and-organization-details/#Set-up-your-CSV-file

Error 1: If I save the excel as CSV, it detects the file but does not import it.
Error 2: If I save the excel as CSV with UTF-8 encoding, it says Email is required as a column header which I did but in vain.

Any assistance here would be greatly appreciated!

Many Thanks!

Bharat Kumar Bondalapati · Answer

Hello everyone,

I was able to get this working. I downloaded a sample excel(CSV) from the instructions and edit the same and upload. This worked rather than creating an individual file and renaming it according to standards

Jim Knepley - ReleaseTEAM · Answer

Instead of screenshotting the spreadsheet, can you show the .csv file contents?

What I mean by "dialect" are the preferences of Excel for how it generates the file. For example, Excel possibly writes the .csv file using the "" line termination which Jira might not like, or it only quotes values when it seems to be necessary, as opposed to all the time.

I've also had trouble from time-to-time with the byte order mark (BOM) of text files tripping up import processes, which isn't always easy to diagnose. I end up using a hex viewer like ImHex or similar to see the raw contents of a file.

Bharat Kumar Bondalapati · Answer

Thank you for responding @Joseph Chung Yin

Here is the sample image, I'm trying to import sample data so that if it's successful then I will proceed further with my import.