This article is for Budgets for Data Center.
Cost Rates Import per user
- Jaramy Conners
You can import user rates from a CSV file to populate the table more quickly for many users at once. To import user rates, first prepare your data file using the format described below, and then click the import icon () located at the top right of the user rates table to launch the import wizard.
User rates import file format
The user rates for import should be stored in a CSV file containing 4 columns:
Column | Description | Format notes |
|---|---|---|
Username | Username of the JIRA user for which the specified rate should apply. | A blank value indicates this is a default rate. |
Hourly Rate | Hourly Rate that is paid to the user in salary. | Required. A positive (≥ 0) number. |
Currency | Currency in which the hourly rate is specified. | Required. A valid ISO 4217 Three letters currency code. |
Effective Date | Date at which the specified rate becomes effective. | A blank value means "since forever". Only one rate per user can have a blank effective date. |
The first row of the file must be the column headers. Note that you can use different column names than the ones listed above for headers, since the import wizard will allow you to map columns from the CSV file to the corresponding fields of user rates.
For more details about preparing the CSV file for import, please refer to Importing Data from CSV.
Example User Rates CSV File
Here is the sample content of a CSV file to import one default rate and rates for two users edgar and amelie.
Username,Hourly Rate,Currency,Effective Date,19.2342,USD,edgar,23.9344,USD,2013/01/01edgar,25.0038,USD,2014/01/01amelie,24.1221,USD,2014/01/01
Importing the user rates file
Click the import icon () located at the top right of the user rates table to bring up the import wizard.
The first step of the import wizard allows you to select the CSV file to import and the date and number formats to use.
CSV Source File | File picker letting you select the file to import. |
|---|---|
Date Format | Date format to use. Use a format that is compliant with the Java SimpleDateFormat. |
Grouping Separator | The character used in the CSV file to separate thousands groupings in numbers. |
Decimal Separator | The character used in the CSV file to separate the decimals portion of numbers. |
Click Next when you are done setting up the import. This brings up the Field Mapping dialog where you can choose which CSV file column to associate to each User cost rate field. Matching names will automatically be used as defaults.
Click Import to proceed with the import. The import process finishes with a dialog showing the results including how many rows were successfully imported and how many were skipped, with related error messages.
Click Close to close the results dialog and return to the user rates table.