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Import Smart Checklists into Jira and update existing Jira Issues ⚡️

Jira permissions are needed: grant users Administer Projects permission to manage templates

Requires Requires Checklists Custom Field → "Checklists" Custom Field set up
and Smart Checklist Progress Custom Field (if applicable) → "Smart Checklist Progress" Custom Field set up

Instructions:

Create a step-by-step guide:

Prepare a proper CSV file containing checklists. Either manually or by exporting from Jira, read more here → Export Issues with Checklists (to CSV, RSS, XML, Word)
Clean up CSV, leave only needed columns (fields), e.g. Issue Key (for future mapping Jira issues), Summary, Checklists, Smart Checklist Progress

Smart Checklist Cloud > Import Checklists into Issues from CSV > image-20231102-114548.png

☝🏼NOTE: If issues from more than 1 project are to be imported - then leave Project column in CSV

Go to System → Import and Export → External System Import → CSV

Smart Checklist Cloud > Import Checklists into Issues from CSV > Screenshot 2023-10-27 at 18.59.06.png

Choose CSV file
Choose Project and other import settings and click Next:

Smart Checklist Cloud > Import Checklists into Issues from CSV > image-20231102-115023.png

Map fields:

CSV Field	Jira field	Map field value
Custom field (Checklists)	Checklists
Issue Key	Issue Key
Summary	Summary

map Issue Key CSV field to Issue Key Jira field and check 'Map field value' (by that field values will be taken for updating a ticket)
map Summary CSV field to Summary Jira field
map Checklists CSV field to Checklists Jira field

☝🏼 NOTE: Do NOT Check "Map field value" for the Checklists custom field, otherwise the importer will break field formatting and the add-on will not be able to properly render checklist values.

Smart Checklist Cloud > Import Checklists into Issues from CSV > Group 13-20231102-115251.png

Check if fields mapped correctly and begin the Import:
Once the import is finished - the "Checklists" custom field in proper Jira Issues will get updated with Checklists values from CSV

If you importing a checklist into issues that may already contain checklists- you need to additionally sync the "Checklists" field with com.railsware.SmartChecklist.checklist issue property, which now is the main data source.

You can utilize any available tools for that.

E.g. Automation for Jira for Server

The approach is the following

Setup the "Scheduled" event rule
Set the execution time
Set proper JQL function to update only the needed issues
"Set entity property" Action to update "com.railsware.SmartChecklist.checklist" from "Checklists" custom field
Save the Function and make sure it is enabled for a short time that you need to actually sync the values
Once you proceed with Bulk import - "Run Rule" manually
That way your current checklist will get data from imported CSV based on the "Checklists" custom field

We are working on implementing the easiest way to synchronize checklist storages. So update of the "Checklists" custom field will automatically trigger checklist update even if there already were some values present.

Hope everything works for you!