Existing projects from JIRA can be imported in Yodiz. The process is quite simple and makes it convenient for users to migrate their data to Yodiz easily.
How to Access Jira Import
Log in to Yodiz, from top right “Header Menu” Click on the:
Settings icon > Import External Project…
Left Navigation > Import Using API > Atlassian Jira.
You will be landed on the following page.
Fill in the details, Click on Jira Login and follow the steps below.
Note: All the details must be entered carefully. Type username or email ID cautiously, both are interchangeable once again. Be precise to fill “https://yourdomain. atlassian.net” in domain field instead of atlassian.com, if you type atlassian.com you will be given “Invalid Jira Account” error, even though you’ve provided valid username and password.
Step 1: Import Users
After entering correct credentials, user is taken to First step of Jira import process which shows a list of all the Users from logged in JIRA account. It is read only view and no users can be added or removed from this list. Click on Save Users button to move to next step.
Step 2: Map Item Types
In this step, you can select what item types you want to show in Yodiz. This is the most vital step as it classifies what items from Jira will appear as item type in Yodiz. Mapping is quite customizable but it has its own constraints as well.
You can choose the item type from dropdown next to Jira Item Type column. For example “New Feature” Issue from JIRA can be chosen to appear as Item type: Issue, User Story and Epic in Yodiz.
You can select particular item type from dropdown. Once you have made your desired selections under mapping screen, click on the Use Mapping option.
Limitation Notice: Only Sub-Task from Jira can be mapped to Task in Yodiz. Therefore Task option under “Yodiz Item Type” column is kept disabled for all other Jira item types.
Step 3: Select Project
Once you are done mapping, you will be shown a list of Projects from Jira. You can click on the “Start Import” button given with each project. Only one Project can be imported at a time. You can import another project once you are done importing the first one, you’ll just have to select from the list of Projects and click on “Start Import”.
Different types of projects from Jira are shown on this screen e.g. Scrum Software Development, Kanban Software Development & Basic Software Development.
Once you know which projects you want to import. Click on “Start Import” Button.
Step 4: Import Project Data
You will be shown the following screen as soon as you click on “Start Import” button.
First two Sections, Jira Versions (Release) and Jira Components are read only tables while you can select which Jira Items you actually want to import in third section, titled, <project name> Jira Items. Unchecking the “Keep Epics in this project” option in third section will import all the chosen project epics as Global Epics in Yodiz. Each section has a counter that shows total number of items in each section/table.
Note: Versions in Jira are called “Releases” in Yodiz.
Alternatively, if you choose to press Go Back button to import a different project, any Jira project entries previously made in Yodiz after step 3, will be reversed. However, if you satisfied with your selection then finalize the import by clicking on “Import Data” option given at the right end corner.
The above screenshot indicates that the import is in progress. Once the import process is complete, a popup notification appears saying “Successfully Imported” . Click on OK button.
You can continue importing other Projects if you wish as you will be redirected back to Step 3 of import process. Click on “Start Import” button given with each project.
Otherwise Click on “Go Back To Application” option given in the header. It’ll land you to Yodiz Scrum Board.
Note: The imported project will now be visible in the list of Projects in Yodiz. All the attachments, comments and associated workflow is migrated from Jira into Yodiz as it is. All standard custom fields from Jira, except Date-Time Picker & Select List (cascading) are imported into Yodiz. Keep in mind that Date-Time Picker is different from Date Picker Custom Field. Date Picker custom field imports fine in Yodiz.