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How to bulk import oganizations in my projects

Michele_Lucchese

Dear everyone,

I need to have a customer master data in my JIRA service desk (with multiple projectes) that needs to be used also in JIRA (with multiple projectes).

I saw other posts about "bulk import" topic but all of them are related to customers and not organizations (for the first type I can simply upload a list with a separator but it doesn't work for organizations).

Is there a way to bulk import organizations and related customers? We manage 1300 organizations with an average of 3 customers per organizations.

I would like also to know if there is the possibility to synchronize our internal customer master data (our CRM database) with JIRA and JIRA service desk (e.g. with a file or a web-service).

Thank you for your help.

Michele

Accepted answers

Angélica Luz

Hello Michele,

Thank you for reaching out to Atlassian Community!

On Jira Service Desk projects, it's not possible to export and import organizations, but the organizations can be shared between projects.

So, for example, there is an organization called Org1 on Project A with 10 customers and the customers on this org must also have permission on Project B, so instead of creating a new org and add the customers, you can just search for this org and add it on Project B. With that said, it won't be necessary to export it from a project and import on another one.

Screen Shot 2020-04-07 at 14.03.47.png

Regarding CRM, there are some add-ons that may help you sync your CRM data in Jira:

Regards,
Angélica

All comments

Angélica Luz

Hello Michele,

Thank you for reaching out to Atlassian Community!

On Jira Service Desk projects, it's not possible to export and import organizations, but the organizations can be shared between projects.

Screen Shot 2020-04-07 at 14.03.47.png

Regarding CRM, there are some add-ons that may help you sync your CRM data in Jira:

Regards,
Angélica

Michele_Lucchese

Hi Angélica,

thank you for your answer but it seems very strange to me that I can not add multiple organizations (I think that there are a lot of companies that have thousands of customer to add).

Just yesterday I found this page about service desk APIs:

https://developer.atlassian.com/cloud/jira/service-desk/rest/#api-rest-servicedeskapi-organization-post

There is a method called "Create organization", have you already heard about it?

Regards.

Angélica Luz

Thank you for the details.

I'm not sure if we are on the same page. I understood that there were already Organizations created in the site and you would like to add the same organizations on other projects, please correct me if I'm wrong.

It's possible to create multiple organizations using API but also directly in the project:

Screen Recording 2020-04-09 at 09.54 AM.gif

If you want to use API, then you can use the Create Organization, Add organization and Add users to organization. With this option, you can add the list of orgs and customers and run the API to add everyone at once.

Michele_Lucchese

I was asking both questions It's great that APIs work, I need to upload several organizations and I can't do it one by one. Thanks!

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