How to Import and Export Teams

Owned by Nisha Shantilal
Last updated: Jul 01, 2024
5 min read

Reports and Timesheets for Jira app allow users to Import and Export Teams. You can Import the teams and the team member details from a CSV (comma-separated values) file. The teams exported get downloaded as a CSV file.

This tutorial explains how to create a CSV file, Import, and Export Teams.

Creating CSV file

To create a CSV file for import, below is the format for both Jira Cloud and Data Center instances.

Team Id , Team Name, Member Account Id, Member Team Name (optional field)

  • The Team Name is the minimum field value required for creating teams from a CSV file. Team Id is auto-generated.

  • The Team Id or Team Name is the minimum field value required for updating existing teams in DB from a CSV file.

  • Make sure to remove all redundant trailing commas in the CSV file.

The CSV file header row consists of the field names Team Id, Team Name, Member Account Id, and Member Team Name.

  • Team Id - Team Id is the unique Id generated for a particular team in the DB. To create a new team, the Team Id value should be kept empty, as the Team Id is always auto-generated. You can provide the Team Id to update an existing team for its name and members. The Team Id given should exist in the DB, otherwise, the record is not processed.

  • If you provide a Team ID for creating a new team, the record is not processed, and the team is not created.

  • If the Team Id is provided in CSV and the given Team Id exists in the DB, then the corresponding team details are considered an overwrite to the existing Team Id records. The old Team Id records are deleted, and the Team Name with all the Member Account Id specified in CSV gets added to the DB.

  • Team Name - This field specifies the team’s name to be created or updated.

    • If the Team Id field value is empty, and Team Name is provided, in such case -

      • If the Team Name provided exists in the DB, then the existing team member detail gets updated.

      • If the Team Name provided does not exist in the DB, a new team is created with the team member details.

    • If the Team Id field value is given, and Team Name is provided, in such case -

      • If the Team Id and the corresponding Team Name provided exist in the DB, then the team member detail gets updated.

      • If the Team Id given exists in the DB and a new Team Name is specified, then the new Team Name is updated along with team member details.

  • Member Account Id - This field specifies the team member's Jira Account ID for the Cloud and the member's Username for the Data Center instance.

  • To find the Jira Account ID -

    • Cloud instance: Navigate to Jira Settings > User Management > Users > click the user name > The URL looks like https://XYZ.atlassian.com/o/b97a1bc1-6437-14k9-jdb4-5270d1adb0c2/users/612dd758ee94700071a03601. Here the string after the /users/ part of that URL is the Member Account Id. In this case, the Account Id is - 612dd758ee94700071a03601.

    • Data Center instance: In the Jira Data Center instance, the Member Account Id is the username that belongs to the Active User Directory. Navigate to Jira Settings > User Management > Users > Username. Here Username is the Member Account Id.

  • If the Member Account Id given does not exist, then it displays “Invalid user (Member Account Id value).”

  • Member Team Name (optional) - This field specifies the team member’s name and is optional.

Import Teams

You can Import CSV file to create or update teams. Multiple teams can be imported from a single CSV file.

Importing CSV file to create or update teams

To import a CSV file in the Jira Data Center and Cloud instance, follow the steps below:

The below scenario illustrates updating an existing team’s detail and creating a new team in the Jira Data Center instance.

  1. Navigate to My Area → My Teams from the top navigation bar. This page lists all the teams created by you and teams shared with you by other users at your organization (if any).

  2. Click Import Teams.

  3. Select the CSV file and click Open.

  4. The CSV file is imported. For reference, here the Service Desk team is updated to delete a team member, the QA team is renamed with QAteam, and a new team COE is created.

The Export Teams and Import Teams option gets displayed only after creating a team.

 

Import Teams

Export Teams

You can export the teams created in the Jira Data Center and Cloud instances to a CSV file.

The CSV file exports the details of all the teams with its team members. The CSV file header row consists of the field names Team Id, Team Name, Member Account Id, and Member Team Name (Optional field).

Team Id , Team Name, Member Account Id, Member Team Name (Optional field)

To export a CSV file from the Data Center and Cloud instance, follow the steps below:

The below scenario illustrates exporting the existing team’s detail in the Jira Cloud instance.

  1. Navigate to My Area → My Teams from the top navigation bar. This page lists all the teams created by you and teams shared with you by other users at your organization (if any).

  2. Click Export Teams.

  3. The CSV file gets downloaded to the Downloads directory. The CSV file includes all the team details.

Export Teams