Import

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)

The importer for Checklist for Jira on-prem is available in Checklist for Jira | Enterprise.

Checklist for Jira | Enterprise works differently than Checklist for Jira Server/DC. Learn more here.

This import process will load checklist data files created by the Checklist for Jira on-prem export feature and copy them to Checklist for Jira | Enterprise.

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

2. Navigate to Jira Settings > Apps and select Import under the Checklist for Jira | Enterprise heading.

3. Select the Checklist for Jira Server/DC tab.
   

   

4. 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.
   

   

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

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

   • Clear previously imported data (Toggle enabled)
     Replace any previously imported data from Checklist for Jira on-prem with the items being imported from the currently uploaded files. It is recommended that you enable the toggle if you attempt to perform an import more than once. Data to be replaced includes:

     • Global Checklists

     • Checklist items in Jira issues (global and local)

     • Checklist item statuses
       
       Please see the troubleshooting imports page for more information.

   • Append imported checklist items to already existing checklists (Toggle disabled)
     Imported checklist items will be appended to the existing checklist(s) on the issue. If you will import the same checklist Checklist Field but for other project(s), duplicate Global Checklist will appear. It’s recommended to import a checklist Custom Field configuration for all projects at once.
     
     We recommend waiting to work on checklists until the import is finalized. In case of doubts, please contact our support.

     

7. Once the files are uploaded, and you’ve confirmed that the Clear previously imported data 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.
   

   

   
   
   

8. 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 on-prem is available in Checklist for Jira | Enterprise.

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

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 Clear previously imported data toggle to indicate if you want to:

   • (Toggle enabled) Replace all the Checklist data previously imported from Checklist for Jira Cloud. Data to be replaced includes:

     • Global Checklists (created from Global Definitions in Checklist for Jira Cloud)

     • Checklist items in Jira issues (global and local)

     • Checklist item statuses
       
       Please see the troubleshooting imports page for more information.
       

   • (Toggle disabled) Append all imported data to any already existing data in the Checklist. 
     
     We recommend waiting to work on checklists until the import is finalized. In case of doubts, please contact our support.

     

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.
   

   

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