Import issues into Planio via CSV files » History » Revision 41
Revision 40 (Thomas Carney, 07/15/2016 02:27 PM) → Revision 41/79 (Thomas Carney, 07/18/2016 10:22 AM)
# 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.
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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.
*Click on Import in the sidebar on the right*
Then, select your CSV file using the file picker.
*Upload the CSV file using the file picker*
On the next page, you can select options for importing the CSV File
*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 date 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.
*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.
*A list of the errors encountered during the import*
If all goes well, you’ll see a list of the imported issues.
*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.
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