Add new Issues with checklists via CSV import

Owned by Alina Kachan
Last updated: Nov 14, 2023 by Oleksandra Kravets
3 min read

Introduction

Importing checklists via CSV is available due to the custom field "Checklists".

If your Smart Checklist version is lower than 5.0.0, to import checklist values from the CSV file - you need to properly set up the "Checklists" custom field on your Jira instance first. Follow these instructions carefully to do so. 

To find more about custom fields and Smart Checklist data storage visit the page https://railsware.atlassian.net/wiki/spaces/CHKSDC/pages/2349925102.

Instructions

  1. Prepare the CSV file

    1. Formatting should properly keep new lines

    3. Download CSV Import Example.csv

  2. Navigate to the Jira issues list on your Jira instance and choose "Import issues from CSV" (top-right menu) item

  3. Choose CSV source file and click Next

  4. Choose Project and other import settings. 

  5. Set fields mapping

    1. Choose the "Summary" field for Summary. "Map field value" must be checked

    2. Choose "Checklists" custom field

      1. Don't Check "Map field value", otherwise importer will break field formatting and the add-on will not be able to properly render checklist values

  6. Do the last check before the import or Validate mapping

  7. Your data should be imported. Check success message from where you can navigate to the item's listing 

  8. And see imported issues

  9. Go to Issue View and check how Smart Checklist will render imported values

Check video tutorials