- Import from CSV files
- Import Extendable entities
- How to import entities from a CSV file
- Entities and fields supported for import from CSV files
- Import User Accounts from CSV file
- Import Requesters from CSV file
- Create New Entities with an Imported CSV File
- Update Existing Entities within Import from CSV Files
It is possible to import Assignments for User Stories, Tasks, and Bugs, Features, Epics, Portfolio Epics.
For versions earlier than v.3.13.10 only for User Stories, Tasks, and Bugs.
It’s possible to import both the Assignments for multiple roles and the assignment for a single role, depending on how many responsible roles you’ve got for an entity.
Let’s say, you have User Story with three responsible roles: Developer, QA Engineer, and Project Manager. In this case, the assignments are split. For example, you want to import a User Story that has three people assigned in total, but the Developer is John White, the QA Engineer is Andrew Gray and the Project Manager is Sara Red.
You should enter the assignments in the following format:
John White (Developer), Andrew Gray (QA Engineer), Sara Red (Project Manager)
The general format is:
First name Last name (Role), First name Last name (Role), First name Last name (Role)
For a single responsible role named Developer, just enter the first and last name:
You can also use emails during import, which can be helpful in case you have people with the same First Name Last Name. The format is similar:
Specified users should be added as members to the Project that contains the entities you update. Check Project > People tab for this purpose. Role of the users doesn't matter.
Local symbols in names
Some of your users may have local characters in their names. It is possible to import data with such symbols.