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Customer & Organization Importer for Jira Service Management

Atlassian's CSV import for Jira Service Management updates customers and organizations that already exist. It cannot create them. This app creates them in bulk and links them to organizations and service desks.

Coming soon

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What is Customer & Organization Importer for Jira Service Management?

Customer & Organization Importer for Jira Service Management is a Jira Cloud app, built on Atlassian Forge and published by Cody Labs. Upload an Excel or CSV file of customers. The app creates missing customers and organizations, adds customers to organizations, and adds customers and organizations to service desks. A dry run shows what every row would do before anything is written. The importer lives on a Jira administration page because creating customers needs Jira Administrator permission. It calls Jira as you, from your browser, through Atlassian's Forge bridge. We operate no servers and never receive your customer data. See the privacy policy for details.

What it does

Creates what is missing

Creates customers by email and display name, creates organizations, and adds customers to organizations. Existing customers are never modified.

Service desk membership

Adds customers and organizations to service desks named by project key.

Dry run, all or nothing per row

Each row is classified before any write. A row with any error does nothing, so no row is half applied.

Safe to re-run

The import re-reads the site and re-plans before writing, so running the same file again creates nothing new. A result report downloads as CSV.

How it works

  1. Open it from Jira administration

    Once installed, the app appears on a Jira administration page. It needs Jira Administrator permission, the same permission Jira requires to create customers.

  2. Upload a file and check the mapping

    Columns are Email, Display name, Organization(s) separated by semicolons, and Service desk(s) as project keys. Headers are auto-mapped and can be overridden.

  3. Review the dry run

    Every row is classified, and errors such as an invalid or duplicate email or an unknown service desk are listed. Download the dry run as CSV if you want to review it elsewhere.

  4. Import

    The import runs in short chunks with a pause between them, retrying on rate limits. Download the per-row results when it finishes.

What you need before you start

  • A Jira Service Management Cloud site with the app installed, and Jira Administrator permission.
  • An .xlsx or .csv file with at least an email column.

Use cases

Frequently asked questions

Why not use Atlassian's CSV import?

Atlassian's import updates customers and organizations that already exist. It does not create them. This app creates them.

Does customer data leave Atlassian?

No. The file is parsed in your browser and every call goes from the browser to Atlassian through the Forge bridge. The app has no backend and no storage.

What happens if I run the same file twice?

Nothing new is created. The importer re-reads the site and re-plans before it writes.

Pricing

Free trial, then paid via Atlassian
Priced in the Atlassian Marketplace
  • Free trial through the Atlassian Marketplace.
  • Per-user pricing, billed by Atlassian
  • The price is set when the listing is published
Available when the listing is published

Billing and licensing run through Atlassian. The price is set in the Atlassian Marketplace listing when it is published.