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 → https://railsware.atlassian.net/wiki/spaces/CHK/pages/97845318
and Smart Checklist Progress Custom Field (if applicable) → https://railsware.atlassian.net/wiki/spaces/CHK/pages/1372717177

Instructions:

  1. Prepare a proper CSV file containing checklists. Either manually or by exporting from Jira, read more here → https://railsware.atlassian.net/wiki/spaces/CHK/pages/941162533

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

 

  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

 

  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

 

Hope everything works for you!