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Open Data Processor for Jira: Navigate to the app within your Jira Cloud instance.
Go to Data Sources ➡️ CSV‘Data Sources’ ➡️ ‘CSV’: Select the ‘Data SourcesSources’ section in the left-side menu, and then choose CSV ‘CSV’ from the list.
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On the Home page of the main interface, click the 'CSV' icon.
Create New Data Source: Click on 'Create your first Data Source' in the center of the screen if no Data Sources exist yet.
If you've previously created Data Sources, select '+New Data Source' at the top right corner of the screen.
Enter Main Information: Fill in the Name and optionally, a description for the Data Source. Click 'Next step'.
Apply JQL Filter (Optional): Use JQL to filter your Jira data, if needed. Click 'Next step'.
To learn more about JQL and get assistance with its syntax, please refer to this informative article. It offers valuable insights and guidelines to help you understand and effectively use JQL for your data queries.
Select Tables and Fields: Choose the specific tables and fields you want to include in your Data Source.
Available tables for export
In the left section of the main interface, you'll find a list of all available tables for export. You can conveniently select the specific tables you need by clicking the 'Plus' button next to each table. This feature allows for a tailored and efficient export process, ensuring you export only the necessary data.
You can expand the tables to view the available fields and their formats, allowing for a clear understanding of the data structure before exporting.
The complete list of tables and fields that are available for export can be seen here.
Selected tables for export
Clicking the 'Plus' button moves tables from the left section to the 'Selected tables for export' on the right. There, you'll select fields for export. Check the box next to a label to select all fields within it or expand the label to choose individual fields. The count of selected fields versus total available is displayed next to each label name.
To remove a table from those selected for export, simply click the ‘Trash bin’ button on the right. This will automatically move the table back to the 'Available tables for export' section, allowing you to adjust your selections as needed.
While selecting data for export, you may encounter an ‘Export to Issues' switch.
For exporting Worklogs and Issues data, there are two options. One is to export Worklogs as a separate file. The other is to integrate Worklogs directly into the Issues file. In the second option, Worklogs data will be flattened, meaning each Worklogs entry will replicate the corresponding Issues entry, causing duplication in each line where Worklogs are associated. More flexible settings for this feature are planned for future updates.
Here is an example of enabled Export to Issues for Worklogs:
Save Your Data Source: After selecting all the Tables and Fields you want to export, finalize your settings by clicking the ‘Save+’ button. This action will save the configurations you've made for your data export.
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