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How to import csv with a list of customers?

Rodrigo Buch
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May 16, 2023

Can I import my customers who are registered in another Help Desk tool?

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Dan Breyen
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May 16, 2023

Hi Rodrigo, from this article there isn't a way to do that: Bulk Customers 

That's what I've found anyway.

There may another way through the Atlassian Consultant if you're migrating from another tool.

Alex Koxaras _Relational_
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May 16, 2023

But @Dan Breyen the link you gave IS the way :) 

Rodrigo Buch
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May 16, 2023

@Dan Breyen @Alex Koxaras _Relational_ 

Thank you, I will create the organizations first and then put the customer emails separated by a comma, it will help

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G subramanyam
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May 16, 2023

Hi @Rodrigo Buch welcome to the Atlassian community.

I would say YES, you can import customers data into the JSM.

Use the CSV import feature
Go to Administration > System Settings > Import.

  • Click CSV Import.
  • Click Create Import.
  • Enter a name for your import and select the CSV file that contains your customer data.
  • Click Next.
  • Map the columns in your CSV file to the fields in Jira Service Management.
  • Click Next.
  • Review your import settings and click Import.
  • Use the JSON import feature. This feature allows you to import more data, including histories, but it is more complex to use. To use this feature, follow these steps:
  • Go to Administration > System Settings > Import.
  • Click JSON Import.
  • Click Create Import.
  • Enter a name for your import and paste the JSON data that contains your customer data.
  • Click Next.
  • Map the fields in your JSON data to the fields in Jira Service Management.
  • Click Next.
  • Review your import settings and click Import.
  • Note: The Third-party migration tools also helps you import customers from another Help Desk tool into JSM.
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Alex Koxaras _Relational_
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May 16, 2023

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