Import

New Feature Announcement

Global Checklists are currently in BETA and will be available in Issue Checklist for Jira ENTERPRISE once released. Contact our support team if you currently use Issue Checklist for Jira PRO would like to participate in the Beta.

The Import global setting page is used for importing checklists from other apps. See this page for information about importing checklists from custom fields or other Jira instances.

Smart Checklist Import (Server and Cloud)

This import process reads all checklist items created by the Smart Checklist app (stored in your Jira Cloud) and copies them to the Issue Checklist app as a Local Checklist. If you want to migrate from Smart Checklist for Jira Server, you must migrate your data to Jira Cloud first.

Note that currently we can only match to our default statuses - Open, In Progress, Done, and Skipped during the import. If custom statuses have been configured, the import will mark all of the not matched statuses as either Open (for unchecked items) or Done (for checked items).

1. Navigate to Jira Settings > Apps and select Import under the Issue Checklist heading.

2. Select the Smart Checklist tab.
   

   

3. Determine if you want to overwrite or append to existing checklists. The import process is designed to allow for incremental imports, and does not prevent duplicates. If you perform an import without enabling Overwrite existing items, any previously imported items may appear as duplicates in subsequent imports. Use the Overwrite existing items in Issue Checklist Pro toggle to indicate if you want to:

   • Overwrite existing data (Toggle enabled)
     If the toggle is enabled, the import process will overwrite any existing checklists (in Issue Checklist Pro) with the data being imported from Smart Checklist. In cases where there is an existing checklist in Issue Checklist Pro, and the corresponding issue does not have a checklist in Smart Checklist, the existing checklist in Issue Checklist Pro will be preserved.
     It is recommended that you enable the toggle if you attempt to perform an import more than once.
     

   • Append imported checklist items to already existing checklists (Toggle disabled)
     Imported checklist items will be appended to the existing checklist on the issue.  
     

     

4. Click Start import. The import will be scheduled and a gray panel will show the import status.
   Click on the Refresh icon to update the status.

5. The Import status will change when the background import process is launched. Once the process begins, the import cannot be canceled.
   

   

6. When the import is complete, the status panel will turn green and will display the number of checklist items and issues impacted.
   

   

Checklist for Jira Import (Server)

After installing Issue Checklist for Jira PRO , please contact our support team and ask them to enable Global Checklists (currently in BETA) on your instance. This will allow your current Global Items to be properly imported into Issue Checklist.

Please keep in mind that Issue Checklist for Jira is a different app than Checklist for Jira Server/DC and handles checklists differently. Where Checklist for Jira Server/DC allows you to create a custom field for each checklist, in Issue Checklist for Jira all checklists are stored in one custom field. Global items/templates are not currently available in Issue Checklist for Jira, but will be included in the Enterprise edition, scheduled for release in 2023. Please see this page for more information.

This import process will load all checklist data files created by the Checklist for Jira Export feature and copy them to Issue Checklist app.

1. Use the Checklist for Jira Export feature to generate the files that will be loaded into Issue Checklist.

2. If you have more than one Checklist Definition applied to the same project/issue type, you will need to enable the Enable multiple checklists per issue global setting. Navigate to Jira Settings > Apps and select Global settings under the Issue Checklist heading. Use the toggle to Enable multiple checklists per issue.

3. Navigate to Jira Settings > Apps and select Import under the Issue Checklist heading.

4. Select the Checklist for Jira Server tab.
   

   

5. Locate the files generated during the Checklist for Jira Server export process and drag them to the upload area. Alternatively, you can also click the area and select the files from your computer.
   

   

6. When all the files generated during the Export process are in the list, click Upload files.

7. Determine if you want to overwrite or append to existing checklists. The import process is designed to allow for incremental imports, and does not prevent duplicates. If you perform an import without enabling Overwrite existing items, any previously imported items may appear as duplicates in subsequent imports. Use the Overwrite existing items in Issue Checklist Pro toggle to indicate if you want to:

   • Overwrite existing data (Toggle enabled)
     Replace any Issue Checklist items on a given issue with the items being imported from Checklist for Jira for that issue. It is recommended that you enable the toggle if you attempt to perform an import more than once.

   • Append imported checklist items to already existing checklists (Toggle disabled)
     Imported checklist items will be appended to the existing checklist on the issue.  
     

   • 

8. Once the files are uploaded, and you’ve confirmed that the Overwrite existing items in Issue Checklist Pro toggle is in the correct position, click Start import. The import will be scheduled and a gray panel will show the import status. Click on the Refresh icon to update the status.
   

   

   
   

9. The Import status will change when the background import process is launched. Once the process begins, the import cannot be canceled.
   

   

10. When the import is complete, the status panel will turn green and will display the number of checklist items and issues impacted.
    

    

Checklist for Jira Import (Cloud)

Importing from Other Apps

The Importer for Checklist for Jira Cloud is currently in Beta. Contact our support team to gain access to the Importer.

This import process reads all checklist items created by the Checklist for Jira Cloud app and copies them to the Issue Checklist app.

Note that currently we can only match to our default statuses - Open, In Progress, Done, and Skipped during the import. If custom statuses have been configured, the import will mark all of the not matched statuses as either Open (for unchecked items) or Done (for checked items).

1. Navigate to Jira Settings > Apps and select Import under the Issue Checklist heading.

2. Select the Checklist for Jira Cloud tab.
   

   

3. Use the Overwrite existing items in Issue Checklist Pro toggle to indicate if you want to:

   • (Toggle enabled) Replace any Issue Checklist items on a given issue with the Checklist for Jira items for that issue. It is recommended that you enable the toggle if you attempt to perform an import more than once.

   • (Toggle disabled) Append imported checklist items to any already existing Issue Checklist items on the issue. 
     

     

4. Click Start import. The import will be scheduled and a gray panel will show the import status.
   Click on the Refresh icon to update the status.

5. The Import status will change when the background import process is launched. Once the process begins, the import cannot be canceled.
   

   

6. When the import is complete, the status panel will turn green and will display the number of checklist items and issues impacted.