How to add Jira Service Management customers to a JSM project or organization

[#1]

In the world of IT Service Management (ITSM), managing multiple clients and hundreds of users can be challenging. To keep projects organized, it's essential to structure them in a way that keeps each client and their users isolated within specific projects.

With Jira Service Management (JSM), you can create a project and add customer users to it. However, this process requires manually creating organizations and adding customers to them—an approach that can quickly become tedious and time-consuming.

If this manual process feels frustrating, you might consider using the REST API to automate these tasks. However, doing so requires either hiring someone with the necessary technical skills or dedicating significant time and effort to learning API documentation and a suitable programming language. For many organizations, this level of investment may not be feasible, especially when focusing on scalability.

This is where BulkOps Pro comes in. It eliminates the need for programming skills, allowing you to perform these tasks easily and efficiently—without the complexity of manual configurations or API integrations. You can accomplish these tasks following these 4 simple steps

Step 1

• Navigate to the BulkOps Pro on your Jira instance and Click to Log in

Step 2

• Navigate to the groups overhead menu and click on “Bulk add customers”

Step 3

• Click on the choose file button to select either a CSV or xlsx file that you want to upload. Please view our documentation to see an example file format

Step 4

• Depending on which “customer selection” is chosen, the operation will either add JSM customers to a JSM project or organization.

• Click on the add customers in bulk button to proceed

The above and many more features are available in our app to help you easily perform migrations, test runs, and demos to clients or even as a hobbyist finding our maximum limitation to Jira features.

Try out our app (free for 30 days or completely free if your user base is under 10 users). Visit our documentation to get started and if in doubt, our expert support team on Jira would be able to answer any questions or use cases you may have.