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Import Checklists into Issues from CSV

Import Checklists into Issues from CSV

Owned by Pavel Pavlovsky (Unlicensed)
Last updated: Dec 01, 2023 by Oleksandra Kravets
3 min read

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:

  1. 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)

  2. Clean up CSV, leave only needed columns (fields), e.g. Issue Key (for future mapping Jira issues), Summary, Checklists, Smart Checklist Progress

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

 

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

  1. Choose CSV file



  2. Choose Project and other import settings and click Next:

 

  1. Map fields:

CSV Field

Jira field

Map field value

CSV Field

Jira field

Map field value

Custom field (Checklists)

Checklists

do not check

Issue Key

Issue Key

check

Summary required

Summary

check if applicable

  • 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.

 

  1. Check if fields mapped correctly and begin the Import:

     

  2. 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 

  1. Setup the "Scheduled" event rule

  2. Set the execution time 

  3. Set proper JQL function to update only the needed issues 

  4. "Set entity property" Action to update "com.railsware.SmartChecklist.checklist" from "Checklists" custom field

  5. Save the Function and make sure it is enabled for a short time that you need to actually sync the values

  6. Once you proceed with Bulk import - "Run Rule" manually 

  7. 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!

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