Hey John, this is interesting - there should not be any step you missed. Importing releases (which we use synonymously with the versions in JIRA) should work straight away after creating a plan.
Could this be an older version of JIRA Portfolio? (release import was introduced with Portfolio 1.8), also the latest release should show the button for CSV export. You can check the version via the help menu in the blue JIRA header next to the search, in the "About JIRA" dialog there should be a section on Portfolio as well.
If it is not an older version, I'd recommend opening a support ticket
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