Importing and Exporting Accounts - Tempo Cloud
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Importing and exporting data to accounts requires the Tempo Account Administrator permission.
You can import accounts by setting the data up in CSV format. The CSV file can either be in a custom format or imported from template. Previously imported or manually created accounts, can also be exported in the Tempo Accounts Template CSV format. The status of imported accounts will be open. You can change the account status, if needed.
To access the Import/Export Accounts page:
- Select Settings in the Tempo sidebar.
- Under Accounts, select Import/Export.
Importing CSV Files
- On the Import/Export Accounts page, click Import from CSV. If you want to create the CSV file from a template, click Download the Template.
- Click Browse and locate the .csv file to import.
- On the Map CSV fields to Account attributes page, match up the account attributes with the CSV header rows by selecting the appropriate row from the drop-down. If you use the recommended CSV header rows from the template, these fields will auto-fill. The following columns can be read by Tempo. All Columns should be available in your file, but only the ones that are required need to include information. They are marked with an asterisk (*).
- When you have mapped all attributes correctly, click Next.
- On the Validation page, Tempo validates the CSV file and indicates if there are any problems with converting the information, such as duplicated values or user names that cannot be found in the system. If all data is validated and confirmed, select and Import Option:
- Update and add to current accounts list. The imported accounts will be added to the list of current accounts.
-OR- - Archive existing accounts not included in the CSV file. All existing accounts will be archived and replaced with the imported accounts.
- Update and add to current accounts list. The imported accounts will be added to the list of current accounts.
- Click Import.
CSV File
The CSV file can either be an export from an external account system or a file that is maintained manually. The table below explains the CSV file template attributes or columns.
Table: The CSV file attributes/columns in order, both required and optional
Order | Name | Required* | Description |
---|---|---|---|
1 | Account Key | Yes | Unique identifier for the Account Name, but it is also used as primary key for an account dataset.
|
2 | Account Name | Yes | Descriptive name for the account. The combination of the Account Key and Name is used to display the account in a Jira issue or in the Log Time dialog box.
|
3 | Account Lead Id | Yes | The Account Lead is responsible for the account. The value provided for the Account Lead in the import file needs to be the Atlassian user id for an existing Jira user, this user is stored as the Account Lead. |
4 | Category Key | No | Unique identifier for the Category Name, which is only displayed on the add account Categories view.
|
5 | Category Name | No | Descriptive name for the Category. This is a way to create a division for an Account/Customer like Development or Marketing.
|
6 | Customer Key | Yes | Unique identifier for the Customer Name, which is only displayed on the add account Customers view.
|
7 | Customer Name | Yes | Descriptive name for the customer. The customer is a way to group together Jira projects or cost centres by customer or a common entity of your definition for the projects.
|
8 | Global Account | No | If you want the account to be Global, add value TRUE for this attribute in the import file and it will be displayed as Global in the linked Projects column in the Accounts Browser.
If the value is FALSE or no value is provided, the account is not Global. |
9 | JIRA Project Key | No | The project key as in Jira. Use comma (",") separator to import keys for many projects for the same account.
|
10 | Contact | No | This is someone who represents the customer, either internally or externally. |
11 | Contact Id | No | In case the Contact is an internal Jira user, the Atlassian user id can be used |
12 | Monthly Budget | No | The final available attribute is to add a Monthly Budget if preferred to the account. This is a hourly Budget |
* Required attribute/column, which means that the column must be included with a delimiter in the file, even though it has no value. The only required values are the Account Key and Name for successful import.
Please note that in the examples here below, semicolon is used as deliminator
An example of a row in a CSV file, where two optional attributes are included, e.g., a Jira Project Key (TST) and a Global Account as false.
12000002;TM Software: Tempo;12345;Tempo Development;John Doe;300;Internal Dev.;557058:c979c2fd-bec3-4c2d-a276-9ae8539deb5e;TST;false
An example from the Tempo template where the Customer and Category Keys are not numeric (only required attributes are shown in this example).
#Account Key;Account Name;Customer Key;Customer Name;Customer Name;Category Key;Category Name;Account Lead Id;Contact;Contact Id;JIRA Project Keys;Global Account 2200001;Acme Development;ACME;Acme Corporation;John Steel;DEV;Development;557058:c979c2fd-bec3-4c2d-a276-9ae8539deb5e;;;;
Exporting Accounts
You can export account data in CSV format.
- Select Settings in the Tempo sidebar.
- Under Accounts, select Import/Export.
- Click Export Accounts.
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