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Preparation steps

1. 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.

2. 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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1. Select the Asset Type: Choose the asset type you want to work with.

2. 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.

1. 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.

2. 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