Create a CSV Import Structure

1. Open an Excel spreadsheet.

   1. Fill out the information that you’d like to be imported accordingly.

   2. You must identify the objects by the attribute that is assigned as a Label, not their Name or Key. (The first column must be this. Any other headers will be the attributes)

   3. The CSV file must have a header as it is used to create the data locators for the imports.

2. Once finished, select file.

3. Select export.

4. Change File Type.

   1. Choose the CSV (Comma delimited) (*.csv) text format separated by commas).

• You can use any of the following formats: UTF-8 (default), UTF-16, ISO-8859-1, ISO-8859-15, Windows-1250, Windows 1252.

• The CSV file must have a header as it is used to create the data locators for the imports.

• The CSV file must include a single-character delimiter.

• To divide multiple values (for the Assets attributes with multiple cardinalities), you can use “||” (2 pipe characters) within the CSV file.

• If you wish to join multiple values into one Assets attribute, you can use a concatenator in the CSV file.

• The expected Date Format for a Date Attribute is MM/dd/yyyy

Importing the CSV into Jira Assets

1. Navigate to the Jira assets page.

2. Select Schema configuration.

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3. Select Import.

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4. Click the blue Create import button.

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5. Select CSV Import.

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6. Enter:

   1. Name

      1. Important to note that whatever you name this, it will appear as the schema.

   2. Upload the file

7. From here, you’ll need to decide if you’d like for the data to be mapped automatically or mapped manually

   1. Automatically create object types and attributes on if you’d like it to be mapped automatically

      1. Note that if mapped automatically, everything in that import will go to a new schema-- NOT an existing one. That will require it to be mapped manually

   2. Automatically create object types and attributes off if you’d like it to be mapped manually

      1. Refer to How to Export CSV (Excel) Spreadsheets into Jira Assets | How to Map Imports Manually if choosing this option. You will need to complete Manual mapping before you proceed with steps 8, 9 & 10.

8. Click Create Import.

9. It will take you back to the import tab, and your uploaded CSV will show up. It should say “ready to run”

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10. Select Import Data.

How to Map Imports Manually

1. When importing CSVs manually, the import will show as disabled rather than ready to run.

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2. Select edit mapping.

3. Select Create mapping.

4. This will appear:

   1. Select the Schema that you would like to map the information from the CSV into.

   2. Hit create.

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5. The Schema will now display. It will also be ‘disabled.’

6. Open Edit Attributes mapping.

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7. By hand now, you will match the headings of your CSV to the attributes you’ve created in Jira Assets.

   1. Identifier will only be checked off by the attribute that has the label tag next to it (in most cases, the name).

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8. Hit the three dots next to disabled and now enable the mapping.

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9. You should now be able to select import data.