Import issues into Planio via CSV files » History » Sprint/Milestone 40
Thomas Carney, 07/15/2016 02:27 PM
1 | 23 | Thomas Carney | # Import issues into Planio via CSV files |
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3 | 32 | Thomas Carney | This is a guide on how you can import tasks, issues, tickets or stories from Comma Separated Value (CSV) files using the importer in Planio. |
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5 | 1 | Thomas Carney | {{>toc}} |
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7 | 33 | Thomas Carney | There are two steps to this process. First, you need to prepare a CSV file for import. Secondly, you have to carry out the import. We’ll cover both in this guide. |
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9 | 1 | Thomas Carney | ## Preparing the CSV file |
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11 | 35 | Thomas Carney | You need to export your tasks, issues or tickets in the CSV format. You can save most Excel sheets as CSV files by clicking on **File -\> Save As…** and then selecting **Comma Separated Values** as the format from the dropdown menu. |
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13 | 34 | Thomas Carney | Your CSV file can have the following headers. You’ll find a sample CSV file here. |
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15 | 30 | Thomas Carney | | Values | Notes | |
16 | 24 | Thomas Carney | | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------ | |
17 | 29 | Thomas Carney | | Project | Enter the name of the project to which you want to assign the issue. This is required. | |
18 | | Subject | The subject of the issue. This is required | |
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19 | 24 | Thomas Carney | | Description | Enter the text that will form the issue's description. | |
20 | | Priority | Enter the name of one of the priorities listed in your Planio account. You’ll find their names in Administration -\> Issue statuses. | |
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21 | | Assignee | Enter the First and Last Name of the person to whom you want to assign the issue. You’ll their name in Administration -\> Users | |
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22 | | Sprint/Milestone | Enter the name of the milestone or sprint to which the issue should be assigned. | |
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23 | | Private | This selects whether the issue will be private for the assignee or not. Enter TRUE or FALSE as possible values. | |
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24 | 37 | Thomas Carney | | Parent task | You can enter the issue id number of the parent tasks. For example: 271936. | |
25 | | Start date | Enter the date in your local date format (e.g. MM/DD/YYYY or DD.MM.YYYY). | |
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26 | | Due date | Enter the date in your local date format (e.g. MM/DD/YYYY or DD.MM.YYYY). | |
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27 | 2 | Thomas Carney | | Estimated time | Enter a number for the estimated time | |
28 | 28 | Thomas Carney | | % Done | Enter a number for the percentage done. | |
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30 | 38 | Thomas Carney | ## Importing the CSV File |
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32 | 39 | Thomas Carney | Now, you have a CSV file ready for import. The next step is to import it into Planio. You’ll find the button for the Import on the issues page in the sidebar. |
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34 | 24 | Thomas Carney | ![](issues-page.png) |
35 | *Click on Import in the sidebar on the right* |
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37 | 2 | Thomas Carney | Then, select your CSV file using the file picker. |
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39 | 24 | Thomas Carney | ![](file-selector.png) |
40 | *Upload the CSV file using the file picker* |
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42 | On the next page, you can select options for importing the CSV File |
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44 | 24 | Thomas Carney | ![](import-options.png) |
45 | *Select the options for importing the CSV file based on how your CSV file is formatted* |
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47 | 40 | Thomas Carney | | Option | Notes | |
48 | 1 | Thomas Carney | | --------------- | --------------------------------------------------------------------------- | |
49 | | Field separator | You can select between comma separated values or semicolon separated values | |
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50 | | Field wrapper | You can select between double quotes or single quotes. | |
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51 | | Encoding | You can select the encoding for the CSV file | |
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52 | 5 | Thomas Carney | | Date format | You can select one of five data formats | |
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54 | 5 | Thomas Carney | Then, you have to map the values from the CSV files to issue field in Planio. You can select each value from the dropdown menu beside each attribute. You’ll also see a file content preview, so you can make sure you’re importing the right data. |
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56 | 24 | Thomas Carney | ![](field-mapping.png) |
57 | *Assign each column in the CSV file to an issue field* |
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59 | 5 | Thomas Carney | Once you’re done assigning the values to each field, you can click on import to start the import. |
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61 | 5 | Thomas Carney | If you encounter any issues, you'll see a page with the errors. You can restart the import once you've fixed the problems in the CSV file. |
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63 | 24 | Thomas Carney | ![](import-error.png) |
64 | *A list of the errors encountered during the import* |
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66 | 6 | Thomas Carney | If all goes well, you’ll see a list of the imported issues. |
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68 | 24 | Thomas Carney | ![](successful-import.png) |
69 | *You'll see a list of the created issues.* |
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71 | That's how you can import tasks, issues, bugs or stories into Planio using the CSV importer. |