SI Import

Exporting SIs

Let’s start with option already available in the past which is Export to CSV. While having SIs, above SI table there’s a button allowing you to export current SIs and their subtasks to .csv file.

Open

Location of Export to CSV

Exported .csv can be viewed and edited for example in Notepad++ or Excel through Data → Get Data → From File → From Text/CSV for easier to read view.

Open

View from Notepad++

Importing SIs

Exported SIs can be now imported through option Import from CSV located above SI table.

By clicking import button a small window pops up that allows to choose which .csv file to import.

When file is chosen the window will switch. Available SIs from file will be displayed with all fields and values.

By clicking Import SIs will be imported. Window pop up will switch to display if operation was a success and after closing it SI Table will contain imported SIs.

There are few things that can be used during import. They’ll be explained now.

SI Import and timezone

After choosing a file on the top of the table there is written current timezone. You can import SIs in different timezone by choosing one from the list.

By clicking on the name of current timezone list of available timezones will be displayed.

Here for example we’ll go with Europe/London.

After import SI Table will contain SI that will execute in different timezone.

SI Import and duplicates

When importing a lot of SIs may happen that some of the names may reoccur. During import when list of SIs is read from the file Name conflict warning will appear. You can change the name of SI by clicking on it and typing a new one, skip duplicated SIs or override them.

Duplicates - Name change

Click on the name of marked SI and type in a new name.

Type in a new name and click on checkmark on anywhere on the pop up and the name will change.

Duplicates - Skip duplicates

Here we’ll Skip duplicates. By choosing this option duplicated SIs will be deselected.

After importing only the selected SI will be imported.

Duplicates - Override duplicated

Here we choose Override duplicated. By click this option duplicated SI will be marked with a warning mark.

By processing with import earlier existing SI will be replaced.

SI Import and subtasks

It’s possible export SI with subtasks however it is not possible to import SI with subtasks. Individual subtasks will be imported separately with issue type subtask.

During import when choosing file that contains SI with subtask a warning will appear.

Subtasks - Keep as separate

When choosing option Keep as separate process will proceed to display list of SIs. Subtasks will be separated from original SI.

After closing import window SI Table will be shown with main SI and additional SI with subtask issue type.

Subtasks - Omit subtasks

When choosing this option list of SIs will show only main SI, subtasks will not be displayed.

To import proceed to change name or skip duplicate or override duplicate.

SI Import and custom fields

For default fields during import each column will have a corresponding name to it. However custom fields will be displayed with their ID. For example customfield_10096.