Create CSV data source

Owned by theCode4
Last updated: Sept 17, 2024
4 min read

Remember that only admins have permanent permission to create data sources. If you're a User, ensure you've received the necessary permissions from your Jira administrator before attempting to create a data source. For detailed instructions on how to set up permissions, please visit the Administration page.

To create a CSV Data Source in our app, follow these steps:

  1. Open Data Processor for Jira: Navigate to the app within your Jira Cloud instance.

    Screenshot 2024-06-24 at 15.02.48.png

  2. Go to ‘Data Sources’ ‘CSV’: Select the ‘Data Sources’ section in the left-side menu, and then choose ‘CSV’ from the list.

    02_data_sources_csv.png

    or

    On the Home page of the main interface, click the 'CSV' icon.

  3. 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.

  4. Select Tables and Fields: Choose the specific tables and fields you want to include in your Data Source.

    Available tables for export
    In the right section of the main interface, under each tab of Jira services, 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 that you export only the necessary data. Additionally, you can easily navigate using the Search bar.

    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 right section to the 'Selected tables for export' section on the left. Here, you can select the 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 the total available is displayed next to each label name. You can also easily navigate using the Search bar.

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 e.g. Worklogs data linked with Issues, 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:

 

Once all data has been selected, click 'Next Step' to proceed.

 

To activate the ‘Next Step’ button and successfully create a data source, you must select at least one field in the 'Selected tables for export’ section.

 

  1. Apply Filter (Optional): Click 'Next step'.

 

  1. Enter Main Information: Fill in the Name and optionally, a description for the Data Source. Click 'Save+'.

  2. List of Created Data Sources: After clicking the 'Save+' button, you will see a list of the created data sources ready for export.