When does the "Import customer and organization details via CSV" will be available?

[Francisco Castrillo]

I can observe the option within my JSM Premium instance; nevertheless, despite attempting various CSV files, I have been unable to activate the "Start import" button. How can I confirm whether this feature has already been enabled?

Thanks in advance, Francisco Castrillo

[Joseph Chung Yin]

@Francisco Castrillo -

In addition to what @Aaron Geister _Trundl_ mentioned, please take a look at this posting by Atlassian on this functionality as it is currently being rolled out to customers -

https://support.atlassian.com/jira-service-management-cloud/docs/import-customer-and-organization-details/?utm_source=newsletter-email&utm_medium=email&utm_campaign=it-insiders-august_EML-14683&jobid=106168534&subid=1528587729

Here is a link where indicate different functionality among all Atlassian Cloud products on the functionality rollout - https://confluence.atlassian.com/cloud/blog/2023

Hope this also helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

[Aaron Geister _Trundl_]

@Francisco Castrillo 

Good day and hope all is well.
I know this may be a silly question but did you upload the CSV file already? Typically when there is an upload it will show the file name before uploading.

I haven't got to use this feature yet but I know it was shipped.

[Francisco Castrillo]

Thank you, @Aaron Geister _Trundl_. Yes, this image depicts the state after I had already browsed for and uploaded a CSV file.

[Aaron Geister _Trundl_]

When I get issues like this I typically will reset my browser cache. Then try again to see if it works.

I would try that. I am sure it was just shipped this week so maybe you found a bug.

Is this import option in the customers area in the project side bar?

[Aaron Geister _Trundl_]

I just found this for documentation and wanted to share.

It states in there that all field data must match from the custom field data if you have any.
Otherwise just Email and Org. I would double check your CSV maybe its not matching.

Document.
https://support.atlassian.com/jira-service-management-cloud/docs/import-customer-and-organization-details/#Set-up-your-CSV-file

[Michael Evans]

I get the same issue and have tried multiple permutations, even down to one record and one column but all eventually time out with error

We couldn't upload your file. Please try again or choose a different file.

[Michael Evans]

Getting a little further now (I havent changed anything) but new error

We couldn’t start your import. Make sure your file has a column with "Email" as the header.

Email is the first column and have tried with and without quotes

[Michael Evans]

All working now after help from Atlassian support .

Be aware of some rules for your csv

• No duplicate emails (had people in acting role as well)
• No empty email address
• Headers to match case of customer details
• No spaces before a comma
• No empty line (check last line)
• No empty values eg ,,

[Aaron Geister _Trundl_]

I believe a lot of this complication maybe from the release day and just minor bugs. It seems all is working now!