Entities and fields supported for import from CSV files

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You can import CSV (comma-separated values) files for Portfolio Epics, Epics, Features, User Stories, Tasks, Bugs, Requests, Requesters, Users, Test Cases, Impediments in Targetprocess.

Entity-Specific Guides

These guides describe the importing of entities of specific types in a detailed way:

Common fields

Here’s the list of the common fields that can be updated with import:

Field / Entity Type	Usage Notes	Portfolio Epic	Epic	Feature	User Story	Task	Bug	Request	Test Case	Impediment
Name		+	+	+	+	+	+	+	+	+
Project	Mandatory when 2 or more projects are currently selected	+	+	+	+	+	+	+	+	+
Description	Import as HTML code. Use <br> tags for line breaks.	+	+	+	+	+	+	+	+	+
Teams		+	+	+	+	+	+	+
Assignment Developer		+since v3.13.10	+since v3.13.10	+since v3.13.10	+	+	+
Responsible								+		+
Effort					+	+	+	+
State		+	+	+	+	+	+	+	+	+
Team State		+	+	+	+	+	+	+
Release				+	+	+
IterationSprint				+	+	+
Team Iteration					+	+
Business Value		+	+	+	+	+	+	+	+	+
Tags		+	+	+	+	+	+	+	+	+
Custom Fields		+	+	+	+	+	+	+	+	+
Creation Date	Can be set for new entitiesCannot be updated for existing entities	+	+	+	+	+	+	+	+	+
Owner					+	+	+	+	+	+
Planned Start Date	Since v3.13.5	+	+	+	+	+	+	+		+
Planned End Date	Since v3.13.5	+	+	+	+	+	+	+		+
Start Date	Since v3.13.5	+	+	+	+	+	+	+		+
End Date	Since v3.13.5	+	+	+	+	+	+	+		+

Type-specific fields

These fields are specific to selected entity types.

Entity Type	Fields
Portfolio Epic	None
Epic	Portfolio Epic (support in v.3.13.5+)
Feature	EpicPortfolio Epic (support in v.3.13.5+)
User Story	FeatureValid entity type name spelling is UserStory. Make sure no spaces are in between.
Task	User Story field is mandatory, even when you update an existing Task.
Bug	Severity
Request	Requesters - it is possible to add Requesters within comma-separated list of emails. Requesters cannot be unassigned via Import. Targetprocess users cannot be added as Requesters via Import.SourceType
Requester	Company Email First Name Last Name Note Phone Creation Date Custom Fields
User	Email First Name Last Name Is Observer Login Password Role Custom Fields
Test Case	Use detailed guide for importing Test Cases and Test Steps. Valid entity type name spelling are TestCase, TestStep. Make sure no spaces are in between.
Impediment	Parent (for Assignable)