Import Checklists from Checklist for Jira

Owned by Joao Fernandes
Last updated: Oct 17, 2024 by Olena Brazhko
3 min read

Import checklists from Issue Checklist for Jira into Smart Checklist starting from version v2.5.44 ⚡️

How it works:

☝🏼 NOTE: The Issue Checklist custom field must be available to make a successful import.

To check it:
1. Navigate to Global Settings of Issue Checklist.
2. Verify settings Save local checklist items to Jira custom fields is enabled.
3. If it is disabled, toggle it on.

 

  1. Navigate to Settings → Apps → Smart Checklist Settings.

  2. Click on the "Import Checklists" tab.

  3. Click on the Projects link to redirect you to the "Projects" tab.

  4. Toggle Smart Checklist on for the projects for which the import needs to be done.

  5. Come back to the "Import Checklists" tab.

  6. If you want to replace checklist items with the new imported values - Select the checkbox "Override existing Smart Checklist items".

  7. Click "Import". The confirmation pop-up will be shown.

  8. Click the “Import” button in the pop-up, and a pop-up with the message “Import has started successfully” appears. The “Import” button will be disabled, and a tooltip "There's already an import in progress" will be present.

  9. Importing process will take some time. Reload the page manually to see the import result.

  10. Once it is completed, the date and time of the last import will be displayed. A message with the number of successfully imported checklists will be shown. Additionally, you'll see a link to the detailed log.

Import has started
Import was completed

Formatting

You can find the direct formatting conversions that will be applied to checklists during import in this table:

Formatting types

Description

Displayed in Smart Checklist

Formatting types

Description

Displayed in Smart Checklist

Multiple checklists 🔢

  • Unlike our product, Issue Checklist allows users to have more than one checklist. When importing, the different checklist names will be formatted into <h1> header.

 

Separators 📏

  • "Separators" in the Issue Checklists are similar to our headers functionality. They start with ---

  • A separator will be formatted to <h2> header.

 

Statuses to do

  • It's highly recommended to manually create the same custom statuses you had in Issue Checklist in Smart Checklist before the import.

  • If, during import, some statuses are missing, they will default to TODO.

 

Links 🔗

  • If additional mailto data (subject, body, etc.) is available in the brackets, <> will be added at the start/end of each link with a space.

 

 

Q&A:

Q&A:

❓What happens when an importing fails?

Each project imports independently. So, whenever an importing fails, it will fail only for that specific project. Then, also, we halt the importing for that project.

❓One of my imports failed in the middle of the process. Is it possible to roll back?

No.

❓Only one of my projects failed to import. Is it necessary to re-run the importing on all of them?

No, you can enable only the projects you want to import. Remember that.

❓If I try to re-import, will I have duplicates?

Unfortunately, yes. There is an option to check "Override existing Smart Checklist items" that will replace all existing checklist items with the new imported values.

❓What should I do if the app says that migration has finished, but my custom fields aren't updated yet?

Custom fields are updated in a background job after importing, so it might take a little longer than the importing itself. However, you can always “Synchronize storages" to sync custom fields.

 

Hope everything works for you! 🚀