How To Import Excel To Jira

We will guide you through importing data from an Excel sheet to JIRA. This is a valuable method for quickly creating bulk tasks and issues, saving you a noteworthy amount of time and energy. The procedure consists of exporting your Excel data as a CSV (Comma Separated Value) file and then importing it into JIRA.

Step 1: Prepare Your Excel File

Ensure your Excel sheet is formatted correctly. If possible, the first row should contain headers that correspond to the fields in JIRA where you want the data to go. For example, your headers might be ‘Summary’, ‘Description’, ‘Issue Type’, ‘Assignee’, ‘Priority’, etc. This will make mapping the fields easier during the import process.

Step 2: Export Excel Sheet as CSV File

Once your Excel sheet is ready, you can export it as a CSV file. Here’s how:

1. Open your Excel sheet.
2. Click on 'File' then 'Save As'.
3. Choose 'CSV (Comma delimited) (*.csv)' as the file type.
4. Choose your desired save location and click 'Save'.

Step 3: Import CSV File into JIRA

Now that you have your CSV file, you can import it into JIRA. Below are the steps to do this:

1. Log in to JIRA.
2. Click on 'Issues' in the menu bar.
3. Select 'Import Issues from CSV' from the drop-down menu.
4. On the 'Import and Export' page, click 'Choose File' and locate your CSV file.
5. Click 'Next' to proceed with the import.

During the import process, you will be asked to map the fields in your CSV file to the corresponding fields in JIRA. If your CSV file has a header row and you’ve named your columns appropriately, this step will be straightforward.

Once you’ve mapped all the fields, click ‘Begin Import’. JIRA will start importing your issues from the CSV file. Depending on the size of your file, this could take some time.

And that’s it! You have successfully imported your Excel data into JIRA. This process can greatly streamline your workflow, particularly when dealing with large volumes of tasks or issues.