Efficient workload management is essential for every organization, and Jira plays a vital role in achieving this. However, there may be instances where we need to incorporate data from external sources or tools such as Excel. If you’ve ever faced the challenge of exporting Excel to Jira, don’t fret. This guide will provide you with a step-by-step process.
Before You Begin
To successfully export Excel data to Jira, you must first ensure that your Excel file is formatted correctly. The first row should contain the column headers, and these must correspond to the fields in Jira.
Step-by-step Guide
Step 1: Saving the Excel File as a CSV
First, you’ll need to save your Excel file as a CSV (Comma Separated Values) file. This can be done by clicking on File > Save As and choosing CSV (Comma delimited) (*.csv) from the ‘Save as type’ dropdown menu.
Step 2: Importing the CSV File to Jira
Next, navigate to Jira. Click on Issues > Import Issues from CSV to start the import process. In the import wizard, choose your CSV file and click Next.
Step 3: Mapping your Columns
The next screen will be the Map field screen. Here, you will match each column in your CSV file to the equivalent fields in Jira. Once you’ve mapped all necessary fields, click Next.
Step 4: Validation and Import
Jira will then validate your CSV file to ensure the data can be imported correctly. If validation is successful, hit Begin Import. Depending on the size of your CSV file, the import process may take some time.
Conclusion
And there you have it! You’ve successfully exported your Excel data to Jira. Remember, the key to a successful import is ensuring your Excel file is formatted correctly to match the Jira fields. Happy organizing!