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How to import your backlog via CSV
How to import your backlog via CSV

CSV import is one of the available methods to build your backlog in Craft.io, avoiding manual item insertion

Maayan Ayalon avatar
Written by Maayan Ayalon
Updated over a week ago

When you first open your account with Craft.io, one of the first actions you'll want to perform, after aligning your data model, is building your backlog.

The backlog usually exists in another space, such as a spreadsheet or platform/dev tool. If you choose not to integrate Craft.io workspace with your dev tool yet, importing the backlog via CSV is possible.
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The import of the backlog from a CSV file can help you save valuable time by eliminating the need to insert those items manually.
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Importing your backlog can be accomplished by following the below steps:

  1. Go the Settings => Integrations

  2. Under the 'Import from file' section, select 'Import' next to the CSV option

  3. Download the provided template, which will help you ensure to follow the expected format and structure

  4. Remove the sample record when ready and add your Products, Epics (also known as Sections in the CSV template), and Features, along with their description. Do not remove the header line.

  5. Drag& drop the file into the designated location or browse through your computer to locate the file

  6. Click 'Next' to start the import

Here are some Pro tips:

  • Ensure all required fields (marked with an asterisk) are filled.

  • Ensure there are no special characters in the CSV.

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