Importing Issues From a CSV File

There are 3 ways you can get your issues into Ducalis or evaluation:

• Integrate a task tracker
• Create issues manually in Ducalis
• Import issues from a CSV file

Importing issues from a tracker using a CSV file allows you to get your issues in bulk into Ducalis for prioritization without having to integrate the tracker with Ducalis. 

There are two steps involved

1. Exporting issues from a tracker in CSV format
2. Importing the issues into Ducalis. 

Export Issues from a Tracker

1. Prepare data for import. You can:

• Export data from the tracker in CSV file extension.
• Download a Google Sheets spreadsheet as comma-separated values.
• Convert XLS(X) to CSV.

Fields you can import:

Name,
Description,
Type,
Status,
Assignee,
Reporter

Importing the Issues Into Ducalis

1. Hover over to the bottom left corner of the board and click Connect to access the Board settings.

2. Under Board settings, go to Import/Export settings, then scroll down to Backlog and Evaluation.

3. Click on the field to select a CSV file to import or drag’n’drop to the field.

4. If you exported your file with a different delimiter, choose the type of delimiter you want on Separator types to change the table view.

5. Match the data rows in the CSV file with Ducalis board fields.

6. You can add more data rows that don’t have fields in Ducalis under the description field. All the data rows you select will appear green.

7. Click Preview. To get a live preview of the data you want to import.

8. Click Complete Import if everything is correct.

9. When the import is complete, go to:
   •  the Backlog page to view your issues.

•  or to the Evaluation page to get started evaluating your issues for prioritization.