Import issues into Planio via CSV files » History » Revision 40
Revision 39 (Thomas Carney, 07/15/2016 02:27 PM) → Revision 40/79 (Thomas Carney, 07/15/2016 02:27 PM)
# Import issues into Planio via CSV files 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. {{>toc}} 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. ## Preparing the CSV file 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. Your CSV file can have the following headers. You’ll find a sample CSV file here. | Values | Notes | | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------ | | Project | Enter the name of the project to which you want to assign the issue. This is required. | | Subject | The subject of the issue. This is required | | Description | Enter the text that will form the issue's description. | | Priority | Enter the name of one of the priorities listed in your Planio account. You’ll find their names in Administration -\> Issue statuses. | | 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 | | Sprint/Milestone | Enter the name of the milestone or sprint to which the issue should be assigned. | | Private | This selects whether the issue will be private for the assignee or not. Enter TRUE or FALSE as possible values. | | Parent task | You can enter the issue id number of the parent tasks. For example: 271936. | | Start date | Enter the date in your local date format (e.g. MM/DD/YYYY or DD.MM.YYYY). | | Due date | Enter the date in your local date format (e.g. MM/DD/YYYY or DD.MM.YYYY). | | Estimated time | Enter a number for the estimated time | | % Done | Enter a number for the percentage done. | ## Importing the CSV File 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. ![](issues-page.png) *Click on Import in the sidebar on the right* Then, select your CSV file using the file picker. ![](file-selector.png) *Upload the CSV file using the file picker* On the next page, you can select options for importing the CSV File ![](import-options.png) *Select the options for importing the CSV file based on how your CSV file is formatted* | Option | Notes | | --------------- | --------------------------------------------------------------------------- | | Field separator | You can select between comma separated values or semicolon separated values | | Field wrapper | You can select between double quotes or single quotes. | | Encoding | You can select the encoding for the CSV file | | Date format | You can select one of five data formats | 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. ![](field-mapping.png) *Assign each column in the CSV file to an issue field* Once you’re done assigning the values to each field, you can click on import to start the import. 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. ![](import-error.png) *A list of the errors encountered during the import* If all goes well, you’ll see a list of the imported issues. ![](successful-import.png) *You'll see a list of the created issues.* That's how you can import tasks, issues, bugs or stories into Planio using the CSV importer.