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There are two options to import/export Assets and Inventory Plugin data: Excel (CSV) and JSON

The main difference with Excel and JSON formats is Excel imports work incrementally where JSON works like JIRA xml export (means restores all data). Many users find Excel import is easier than JSON to implement.

Import/Export via Excel (CSV)

You can export your Assets and Inventory Plugin data to Excel file as well as import from Excel.

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Office Application for Mac Users

We recommend Libre Office (free and open source) or MS-Excel to work with CSV files. Numbers application for MacOS is a good software but there is no delimiter option while exporting to the CSV file and it always exports semicolon (;) separated values instead of coma (,) separated values.

Import/Export via JSON

You can export your Assets and Inventory Plugin entire data to JSON file as well as import from JSON. This a complete backup and restore process.

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This page is about Assets & Inventory Plugin for Jira DC. Using Cloud? Click here.

This guide details how to import your asset data using a CSV (Comma-Separated Values) file.

How does CSV import/export work?

CSV bulk import/export works with predefined CSV templates. Columns must match with asset type attributes. You'll need to define these attributes before importing.

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Preparation steps

Prepare Your CSV File:
- Download a CSV Template: Navigate to the CSV Import page, select your asset type, and click Download CSV file for add or update to obtain a pre-formatted template.
- Edit Your CSV File:
  - To update existing assets, modify the relevant rows.
  - To add new assets, ensure the "Asset ID" column is empty for those rows. If there is an ID in the first column for rows 2 and the rest, it will be an update operation.
  - Be careful with the CSV application you use. If you use Excel, please be careful. When your OS and JIRA date-time formats don't match, Excel may change the date-time values to match your OS settings. Your current formats for date and date-time are: "d/MMM/yy" (11/May/20) and "dd/MMM/yy h:mm a" (11/May/20 11:50 AM). For guidance, refer to this documentation.
  - If you get a format error, open the CSVs in the text editor and compare the file you downloaded with your version.
CSV File Formatting Tips:
- When you open a CSV file with the applications such as MS Excel or Libre Office, set the file import options as below:
  - Character Set: UTF-8
  - Separator Options: Separated By Comma (Uncheck Tab, Semicolon and Space)
- Multi-field values should be semicolon-separated. For example, "value1;value2;value3".
- Required fields are marked with asterisks (*).
- If using Excel, verify that the date formats match the JIRA format (for example, "d/MMM/yy" and "dd/MMM/yy h:mm a").

Import process

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Select the Asset Type: Choose the asset type you want to work with.
Download the CSV Template: You can add new assets or update the current assets with just one upload operation.
- Use Download empty CSV template file to add new assets.
- Use Download CSV file for update to modify existing assets and download all the assets of the asset type.

Leave the Asset ID column value empty to add new assets. If the Asset ID column contains a numerical value, this record will be treated as an update operation. To avoid making changes to the assets listed in the CSV file, simply delete their respective rows. If there are no attribute values that need to be changed, leave them unchanged.

Configure CSV Import Settings:
- Reference Asset Fetch Method: Choose how to reference assets. There are two types of Reference Asset attributes: Asset List and Asset List by Asset Types. This option tells how to find the reference asset: ID, Name, and "First ID then Name".
- Unique Asset Name Behavior: Select whether to check for existing asset names.
- Create Unknown Values Behavior: Set whether to create attribute values when they are missing.
Upload and Submit the CSV File: Once your CSV is properly formatted and configured, upload it through the form. Remember, only one upload operation is permitted at a time. Supported browsers include Internet Explorer 10+, Chrome 20+, Firefox 22+, Opera 12, and Safari 5+.

Post-import actions

Check for Errors: After uploading, check the bottom of the page for any error messages.
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Initiate Another Import: To perform another import, click the Acknowledge button once the current import is completed.
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Additional information

For detailed specifications on CSV file formats, visit Common Format Type for Comma-Separated Values (CSV) Files.
For Mac users, we recommend Libre Office or MS Excel for editing CSV files, as Numbers does not support exporting to CSV with comma delimiters.

Example: Create and update assets, and Reference Asset