Importing Ticket Data via CSV (New Registration)

You can register multiple tickets at once using a CSV file.

How to Import

1. In the sidebar menu, click [Tickets] > [List].
   
2. Click the three-dot menu (...) icon next to [New Registration] in the top-right corner, and select [CSV Import].
   
3. Select [Ticket Classification Common] as the target category .
   
4. In the [CSV Import] modal that appears, click the [Download Sample ] button to get the required format.
   
5. Drag and drop your edited CSV file (following the input rules*) into the [Drag and drop file here] area.
   
6. Click [Execute Import] button after validated CSV file .
   
7. Click [Yes] on the [Start Import] modal that appears.
   
8. A notification will be sent to [] icon in the header once the import process is complete.
   

Input Rules*

Hover your cursor over the Information icon on the [Import from CSV] modal to review the CSV input rules.

Your WBS Configuration CSV file must include the following information:

• • ID: To update or delete an existing ticket, enter the existing ticket ID.
  • Temporary ID: Used as a temporary ID when creating a new ticket. It can also be used to reference related items and parent-child relationships.
  • Delete: To delete a ticket, enter the deletion value corresponding to your current display language. The ticket ID is required for deletion.
  • ID and Temporary ID: Cannot be entered on the same row simultaneously. Please enter only one or the other.
  • Required Fields: Title, Category, and Status must be filled in.
  • Subtasks: For subtasks, please ensure the ticket category is set to Task.
  • Status: Enter a valid status that corresponds to the selected category.
  • Priority: Enter one of the following: Urgent, High, Medium, or Low.
  • Date: Enter in either YYYY/MM/DD or YYYY-MM-DD format.
  • Assignee / Watchers: Enter their email addresses.
  • Phase-Related Items / Deliverables: Enter the ID of an existing phase.
  • Related Items: Enter either the ID or Temporary ID.
  • Description: If you want to include line breaks, please use <br>.
  • Multiple Values: In the Watchers and Related Items columns, separate multiple entries using ||.
  • User-Related Fields: Enter the user's email address.
  • A sample file can be obtained via the [Download Sample] button.

Sample