Data Importer

Overview

The Data Importer is a powerful tool that allows you to import project-specific data into your Zymmr instance. This functionality streamlines the process of migrating from other project management tools or importing bulk data from CSV files.

Available Now

The Data Importer functionality is now available for all Zymmr users. This self-service tool enables you to import data without requiring assistance from our support team.

Accessing the Data Importer

To access the Data Importer functionality:

1. You must have Global Admin privileges
2. Click on the Settings gear icon (⚙️) in the top-right navigation bar next to your profile avatar
3. In the sidebar that appears, select Data Importer

Supported Import Types

The Data Importer currently supports importing:

Import Type	Description
Work Items	Tasks, bugs, epics, and other work item types
Time Logs	Time tracking entries associated with work items
Comments	Discussion threads and feedback on work items

Import Process

Step 1: Select Project

Begin by selecting the project you want to import the data into. This ensures that all imported data is associated with the correct project in your Zymmr instance.

Step 2: Choose Import Type

Select what type of data you want to import:

• Work Items
• Time Logs
• Comments

Step 3: Upload CSV File

Click on the "Attach" button under the "Import File" label and select the CSV file you want to import.

Once your file is selected:

• The importer will upload the data into your instance under the "files" section for future reference
• You'll see details about your uploaded file, including the total number of records found and the number of columns in the file

Step 4: Map Columns

Note

The following steps assume you've selected Work Items as your import type in step 2. The mapping interface will show different fields based on your selected import type.

Click on the "Map Columns" button to open the column mapping interface:

• On the left side, you'll see the columns from your uploaded file (view only)
• On the right side, you'll see the available work item fields in Zymmr
• Map each column from your file to the appropriate work item field
• Required fields must be mapped to proceed with the import

Important Mapping Considerations

Field	Behavior if Not Mapped
Creation Date	Current date will be used
Owner (Created By)	Current global user will be set as owner
Status	Must be mapped to "Workflow State" field

Step 5: Validate Data

Click the "Validate" button to check your data for any issues:

Validation Process

The validation process helps identify potential issues before importing your data. Addressing these issues will ensure a smooth import experience.

The importer will validate the data and display any validation warnings in a table with the following information:

Column	Description
Type	The type of validation warning (e.g., Required Check Failed, FieldType Validation Failed, Email Not Found in Linked User Table)
File Column	The column in your file causing the warning
Mapped Column	The corresponding work item field
File Row	The specific row in your file with the issue
Warning	A detailed message explaining the issue with suggestions to fix it
Default	The default value that will be used if the validation issue is ignored

You can choose to:

• Resolve the warnings by correcting your column mappings
• Update the data format in your file
• Ignore the warnings and proceed with the import

Step 6: Start Import

Click the "Start Import" button to begin the import process:

Import Progress

The import process will show real-time progress and estimated completion time.

• A progress indicator will show the number of records imported so far
• An estimated time remaining will be displayed
• Do not close or refresh the page until the import process is complete
• Once complete, you can close the modal by clicking the "Close" button

Step 7: Verify Imported Data

After the import is complete, verify that your data has been imported correctly by checking the work items in your project.

Preparing Your Import File

For successful data import, ensure your CSV file follows these guidelines:

User Fields

Fields such as Owner, Primary Assignee, Secondary Assignee, and Reporter must contain the email address of the user in the corresponding column.

Important

Email addresses must match existing users in your Zymmr instance.

Date Formats

Field Type	Format	Example
Date fields	YYYY-MM-DD	2023-12-31
Datetime fields	YYYY-MM-DD HH:MM:SS	2023-12-31 14:30:00

Custom Fields

You can map custom fields from your file to custom fields in Zymmr.

Best Practices

For Successful Imports

• Prepare your CSV file with clean, consistent data
• Ensure all required fields are included
• Verify user email addresses exist in the system
• Use correct date formats
• Back up your data before importing

Troubleshooting

If you encounter any issues during the import process, check for validation warnings and ensure your data follows the format requirements. Common issues include:

Issue	Solution
Email addresses not found	Verify users exist in your Zymmr instance
Incorrect date formats	Format dates as YYYY-MM-DD or YYYY-MM-DD HH:MM:SS
Missing required fields	Ensure all required fields are mapped
Invalid field values	Check validation warnings and correct data

For additional assistance, please contact our support team through the Contact Us page.