Project

Profile

Help

Import issues into Planio via CSV files » History » Sprint/Milestone 54

Thomas Carney, 07/18/2016 11:12 AM

1 23 Thomas Carney
# Import issues into Planio via CSV files
2
3 46 Thomas Carney
This is a guide on how you can import tasks, issues, tickets or stories from Comma Separated Values (CSV) files using the importer in Planio. You'll be able to move data between different software packages easily. For instance, you could plan a project in Microsoft Project, and then you could import all the tasks into Planio as issues.
4 23 Thomas Carney
5 1 Thomas Carney
{{>toc}}
6 32 Thomas Carney
7 47 Thomas Carney
There are two steps to this process. First, you need to prepare a CSV file for import. Second, you have to carry out the import. We’ll cover both in this guide.
8 23 Thomas Carney
9 1 Thomas Carney
## Preparing the CSV file
10
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.
12 1 Thomas Carney
13 34 Thomas Carney
Your CSV file can have the following headers. You’ll find a sample CSV file here.
14 1 Thomas Carney
15 50 Thomas Carney
| Values           | Notes                                                                                                                                    |
16
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
17
| 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                                                                                               |
19
| Description      | Enter the text describing the issue.                                                                                                     |
20
| Priority         | Enter the name of one of the priorities listed in your Planio account. You’ll find their names in **Administration -\> Enumerations**    |
21
| Assignee         | Enter the First and Last Name of the person to whom you want to assign the issue. You’ll find their name in **Administration -\> Users** |
22
| Sprint/Milestone | Enter the name of the milestone or sprint to which the issue should be assigned.                                                         |
23
| Private          | This selects whether the issue will be private for the assignee or not. Enter TRUE or FALSE as possible values.                          |
24 52 Thomas Carney
| Parent task      | You can enter the issue ID number of the parent task. For example, 271936. You'll find the issue ID of an issue in its URL.              |
25 50 Thomas Carney
| Start date       | Enter the date in your local date format (e.g. MM/DD/YYYY or DD.MM.YYYY).                                                                |
26
| Due date         | Enter the date in your local date format (e.g. MM/DD/YYYY or DD.MM.YYYY).                                                                |
27 54 Thomas Carney
| Estimated time   | Enter a number for the estimated number of hours (e.g. 15).                                                                              |
28 53 Thomas Carney
| % Done           | Enter a number for the percentage done (e.g. 27).                                                                                        |
29 1 Thomas Carney
30 38 Thomas Carney
## Importing the CSV File
31 5 Thomas Carney
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.
33 1 Thomas Carney
34 24 Thomas Carney
![](issues-page.png)  
35
*Click on Import in the sidebar on the right*
36 1 Thomas Carney
37 2 Thomas Carney
Then, select your CSV file using the file picker.
38 1 Thomas Carney
39 24 Thomas Carney
![](file-selector.png)  
40
*Upload the CSV file using the file picker*
41 1 Thomas Carney
42
On the next page, you can select options for importing the CSV File
43 5 Thomas Carney
44 24 Thomas Carney
![](import-options.png)  
45
*Select the options for importing the CSV file based on how your CSV file is formatted*
46 2 Thomas Carney
47 40 Thomas Carney
| Option          | Notes                                                                       |
48 1 Thomas Carney
| --------------- | --------------------------------------------------------------------------- |
49
| Field separator | You can select between comma separated values or semicolon separated values |
50
| Field wrapper   | You can select between double quotes or single quotes.                      |
51
| Encoding        | You can select the encoding for the CSV file                                |
52 41 Thomas Carney
| Date format     | You can select one of five date formats                                     |
53 1 Thomas Carney
54 42 Thomas Carney
Then, you have to map the values from the CSV files to issue fields in Planio. You can select each value from the dropdown menu beside each attribute. You’ll also see a file content preview further down, so you can make sure you’re importing the right data.
55 5 Thomas Carney
56 24 Thomas Carney
![](field-mapping.png)  
57
*Assign each column in the CSV file to an issue field*
58 4 Thomas Carney
59 5 Thomas Carney
Once you’re done assigning the values to each field, you can click on import to start the import.
60 1 Thomas Carney
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.
62
63 24 Thomas Carney
![](import-error.png)  
64
*A list of the errors encountered during the import*
65 5 Thomas Carney
66 6 Thomas Carney
If all goes well, you’ll see a list of the imported issues.
67
68 24 Thomas Carney
![](successful-import.png)  
69
*You'll see a list of the created issues.*
70 1 Thomas Carney
71
That's how you can import tasks, issues, bugs or stories into Planio using the CSV importer.