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How do I import my audit observations into Jira?

Once you’re done with your audit (congrats!) your sights will likely be set on what’s next, moving forward planning on remediating the observations found in the evaluation. We offer multiple options for exporting this data so you can import into any tool that fits your organizations structure. This article will focus on the process to export from Be Inclusive and import into a Jira project.

Exporting from Be Inclusive for Jira

All download options can be found at the top of the results page under the headline “Export & Share Options”, click on “Download All Observations as Jira Issues” to get a specially formatted CSV file that can be easily imported into a Jira project. Save that somewhere on your computer.

Four export links - 'Make Publicly Visible', 'Download All Observations as CSV', 'Download All Observation Images', and 'Download All Observations as Jira Issues'
Be Inclusive Export & Share options found in the Results page of a completed audit

Importing into a Jira Project

Great, you’ve got all your observations downloaded and ready to go! Now navigate to the Jira project you want to import them into, find the “Create” button in the top navigation and click it.

an empty Jira project in the Kanban board view
Jira Project Kanban board

This will open that familiar “Create issue” modal, instead of manually copying the information here, click on “Import issues” in the top right corner instead.

the 'Create issue' modal form, fields for issue type, summary, attachments, and description.
Jira “Create issue” modal

You’ll then be redirected to the “Bulk create” process, starting with Setup. Here, you’ll choose the CSV you downloaded for the “CSV Source File” and then click “Next”. FYI, if you plan on doing this multiple times, there is an option to save a configuration file to make this process quicker. This Setup step has a checkbox allowing you to use that configuration file.

the initial Setup step of a Jira bulk create process. A form with fields for 'CSV Source File' and 'Use an existing configuration file'.
The start of a Jira “Bulk Create” process, the Setup step

The next step in the Bulk create process of note is “Map fields”, here is where you can map columns of the CSV to fields in Jira. We’ve named the Description, Priority, and Summary fields to match the naming conventions of Jira to make this a bit easier for you.

the initial Setup step of a Jira bulk create process. A form with fields for 'CSV Source File' and 'Use an existing configuration file'.
The “Map fields: step of a Jira “Bulk Create” process

Finish the Bulk create process and you’ll get a loading screen showing the progress, if you have a large number of observations this could take a few minutes. When the process is done you’ll have all your observations ready to go in your Jira project backlog!

Last updated: Oct 19th 2022

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