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Excerpt
hiddentrue

A complete guide on how you can import CSV data into a grid directly from the issue view.


You can import data from CSV file in a table grid directly from the issue view.

The CSV file import uses the CSV file header row to determine how to map data from the file's 2nd row and beyond to fields in the table grid editor.

How to import CSV file in a grid?

Access the table grid edit mode and use import button, as displayed on the screenshot below:

Browse your files and select .CSV file you want to import. There are some specific CSV file requirements in the Table Grid Editor, you can find them in the bottom of this article.

Info

The maximum number of rows in the CSV file should not exceed 10 000 rows.

Wait for a moment and once the file has been imported, you will be notified.

In case the CSV file rows include data, that is not structured correctly you will be notified by the error message.

Error message details out row number and column that is not matching CSV file structure.

Check the file and make sure that every row meets the CSV file requirements,specified below.

CSV file specific requirements 

  • Column data type must match the table grid column data type

    Example:
    When the grid column type is col.xyz.type = userlist, add real JIRA users in the CSV file; when the grid column type is col.xyz.type = date - values are dates, in the format (col.xyz.formatDate) you have set in the grid configuration.

    Code Block
    titlesimple CSV file example
    usummary,iassignee,istatus,idue
    samplesummarytest,admin,Done,2015-12-10
    sampletestsummary,admin,Done,2015-12-10
    samplesampletext,admin,Done,2015-12-10
    demosummarydescription,admin,Done,2015-12-10


    Code Block
    titleAdvanced CSV file example
    dynamicList,staticList,string,userList,textarea,inumber,idate,checkbox
    here goes description,Affenpinscher,text,admin,sample text goes here,20.88,2018-01-24,yes
    here goes description,American Eskimo Dog,text,Viktoria,sample text goes here,78.04,2018-01-24,no
    here goes description,Argentine Dogo,text,admin,sample text goes here,55.98,2018-01-24,no


  • If you have col.xyz.name set in your grid configuration, you should use it instead of the identifier name(gd.columns)
  • Date/Time column format must be the same as specified in the grid configuration
  • CSV file structure must include gd.columns or the columns names (col.xyz.name) values as a header row

    Code Block
    titleGrid columns configuration
    gd.columns = dynamicList, staticList, string, userList, textarea, inumber, idate, checkbox


    Code Block
    titleCSV header row
    usummary,iassignee,istatus,idue


  • All fields should be separated by commas
  • The header row must avoid any punctuation, apart from the commas separating each column

  • Use double-quote marks (") around a section of text to treat any special characters in that section. Examples of special characters include carriage returns/enter characters, commas, etc
  • Use double-quote marks (") in your CSV file to capture data that spans multiple lines
  • If you have quotes sign ('') or backslash (\)inside the column value, you should add a backslash (\) before it. Example: "Sample text\\summary\"demo\"description"

    Code Block
    titleExample: quotes sign inside the column value
    usummary,iassignee,istatus
    "sample, \"summary, \"test\\",admin,Done


  • For the checkbox column type use YES/NO value in the CSV file

    Code Block
    titleExample: checkbox values in the CSV file
    textarea,inumber,checkbox
    sample text goes here,20.88,YES
    some text, 40.06,NO
    some text here, 55.99, YES


Info
titleNote

You can not import data into the non-editable columns, such as formula, read-only etc.

The Use Case

Recently we got a lot of request about data import from Excel or CSV file into a grid.

This feature is essential in case you have some data in an external table file, like Excel and you want to add that data to an issue. 

The Table Grid Editor helps you to achieve this using import from CSV file feature. You can export the Excel file to CSV and then import it into the grid. 

You just need to make sure the CSV file structure meets the requirements, specified in this article.

Check the video below to see how to import the file into the grid.

Multimedia
nameCSV import TGE.mp4
width720px