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Generally all System fields and Custom field types are supported. For some there is a special handling provided to match with the editing capabilities of Excel. Field types of 3rd-party apps may be supported depend on the implementation strategy of the app vendor.

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Create new predefined field values

Fields such as Fix Versions contain values that are predefined by users with the appropriate project permission, e.g. the project administrators. If you have the permission to create the predefined values of a given field, and you enter a new value for the field in Excel, it will be added as a new predefined value to the project. If you do not have the project permission, the update is refused and reported as an error in the results summary.

Add values to multi-selection fields

Multiple values can be created in fields such as Labels by placing the values on new lines. The following example shows how to do this for the fields Labels, Issue Links and Fix Versions:

Key

Project Key

Issue Type

Summary

Labels

Issue Links

Fix Versions

SC-25

SC

Functional Requirement

Add Labels and Versions

important
severe

trace to:SC-15
trace from:SC-21

1.0
2.0

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Special Field Handling

User Fields

Fields like reporter, creator, assignee and other user field picker provide the Jira internal user name as (which is mostly the email address, depending on the Jira setup). This is to all a unique identification of the user.

Info

On Jira Cloud the user´s email could be deactivated by company policies. In this case you will receive the Jira internal user ID, "abcdef00101234567890abcd", extend with the (not unique) users display name.

Jira system admins can define if email addresses are shown: System > General configuration > User email visibility, turn to “Public”, “Masked” or “Show to logged in user” to retrieve/set user names via email.

Linked Issues

Links between Jira issues (including link relation), to Confluence pages and to external URL (webpages) are supported.

With the field “Issue Links” you can maintain the link relation and the connected Jira issue key.
When you add in Excel only one side of the relation, Jira will automatically update the other issues link.

Info

After upload of link relations please ensure to update the excel sheet with most current data from Jira. Otherwise the update of the other side of the link may be missed in Excel and could cause removal of the relation again.

Create links between new issues or between new and existing issues

Links between new Jira issues are created by using the Excel row numbers of the issues in the Issue Links column. To create links between new Jira issues and existing issues, you use the issue key of the existing issue instead of a row number. (If the existing issue is also in the worksheet, you can use either the row number or the issue key.) The following example shows how to create links of type “specified by” and “specifies” between two new issues and to create a link of type “test” between a third new issue and an existing issue. It is not required to define both ends of the relation, Jira will take care for the second part:

1 (Excel row)

Key

Project Key

Issue Type

Summary

Issue Links

Requirement Path

2

SC

Functional Requirement

New functional requirement

specified by:3

SandCastle Project/Component Requirements

3

SC

System Requirement

New system requirement

specifies:2

SandCastle Project/System Requirements

4

 

SC

Test Case

New test case

tests:SC-10

SandCastle Project/Test Cases

Sub-Task

The plugin supports sub-task load, upload and creation. The relation between a sub-task (Jira issue type) and a parent can be retrieved by the field “Sub-Task Parent Key”.

To create new sub-tasks (of sub-task issue type) for an existing parent issue, just fill up the “Sub-task Parent key” and upload. The “Sub-Task Parent Key” can also be filled with the Excel lilne line number of the parent issue.

Limitations:

  • Changing the parent of a Sub-task is a feature only available through the Jira webpage, trying to do so through the plugin is not possible at the moment.

  • Creation of sub task (issue type) without a parent is not allowed by Jira.

Comments

Comments of Jira issues listed as Excel comments with author and timestamp. They can not be updated or deleted. Number of latest (downloaded) comments can be configured in the settings dialog.
To create new comments fill up the cell itself and upload the Excel sheet to Jira. Your comment will be added to the issue with your account details and timestamp.

Time Tracking

Fields for the time tracking are support. The values downloaded from Jira are given in seconds to allow calculation. For upload the configured time tracking default unit must be set to minutes.

Supported System and Custom Fields

Update process depend on user permission.

Field Name

Jira Data Center / Jira Cloud

Read

Write

Comment

Standard Fields

Affected Versions

both

(tick)

(tick)

Component/s

 

both

(tick)

(tick)

Created

both

(tick)

(minus)

Creator

both

(tick)

(minus)

Description

both

(tick)

(tick)

Due Date

both

(tick)

(tick)

Fix Version

both

(tick)

(tick)

Issue Type *

both

(tick)

(minus)

mandatory

Key *

both

(tick)

(minus)

mandatory for modification, leave blank for creation

Original Estimate

both

(tick)

(tick)

Unit: seconds

Priority

both

(tick)

(tick)

Project Name

both

(tick)

(minus)

Project Key *

both

(tick)

(minus)

mandatory

Remaining Estimate

both

(tick)

(tick)

Unit: seconds

Reporter

both

(tick)

 (tick)

Special Jira update permission applies

Resolution

both

(tick)

(tick)

Resolution Date

both

(tick)

(minus)

Status

both

(tick)

(tick)

Tool tries to apply new workflow state depending on existing workflow transitions from current state.

Summary *

both

(tick)

(tick)

mandatory

Timespent

both

(tick)

(minus)

Unit: seconds

Updated

both

(tick)

(minus)

Special Fields

Comments

both

(tick)

(tick)

Download comments into Excel note field including reporter and date. Excel cell value used for update only, will be cleared after upload.

Confluence Links

both

(tick)

(tick)

Download as markup text in the format “[Page title|URL]”.

Upload as URL sufficient.

Issue Links

both

(tick)

(tick)

With link relation. Upload supports Excel row numbers.

Parent

both

(tick)

(tick)

Replaces Sub-Task parent key.
In Cloud: Sub-Task parent and Epic Link

Upload supports Excel row number

Requirement Path

both

(tick)

(tick)

easeRequirements path of all projects where issue is added to tree, multiline.
Only alternating use possible.

Requirement Path (splitted)

Sub-Task Parent Key (depreciated)

Data Center

(tick)

(tick)

Upload supports Excel row number. Use Parent instead.

Web Links

both

(tick)

(tick)

Download/Upload as “URL” or markup text as “[Alias|URL]”

Custom Field Types

Checkboxes 

both

(tick)

(minus)

Date Picker 

both

(tick)

(tick)

Date Time Picker 

both

(tick)

(tick)

Group Picker (multiple groups) 

both

(tick)

(tick)

Group Picker (single group) 

both

(tick)

(tick)

Labels 

both

(tick)

(tick)

Number Field 

both

(tick)

(tick)

Project Picker (single project) 

both

(tick)

(minus)

Select List (cascading)  

both

(tick)

(tick)

Select List (multiple choices) 

Data Center

(tick)

(minus)

Cloud

(tick)

Select List (single choice)  

both

(tick)

(tick)

Text Field (multi-line)  

both

(tick)

(tick)

Text Field (single-line)  

both

(tick)

(tick)

URL Field  

both

(tick)

(tick)

User Picker (multiple users)  

both

(tick)

(tick)

User Picker (single user) 

both

(tick)

(tick)

Version Picker (multiple versions) 

both

(tick)

(tick)

Jira Software Field Types

Epic Link 

Data Center only

(tick)

(tick)

For Cloud use “Parent” field

Epic Name  

both

(tick)

(tick)

Epic Status  

both

(tick)

(minus)

Epic Color

both

(tick)

(tick)

Flagged

Data Center


(tick)

(minus)

Removing of flag words in Data Center.

Cloud

(tick)

Rank

both

(tick)

(minus)

Internal format of Jira, e.g. “0|i002bz:”

Sprint  

both

(tick)

(tick)

Story Points  

both

(tick)

(tick)