Users can be added to a distribution in two ways. While configuring the distribution, the admin can add the users to that distribution by manually selecting the list of users for each column i.e. team member, reviewer(s), etc. However many teams that have a large number of users and also like to maintain their data in Excel, prefer just uploading the Excel instead of manually selecting users.

How to import users via Excel upload

Import users from Excel

• In the distribution configuration, under the ‘Users’ section, click on the ‘Import users from Excel’ button

Open

Download the empty Excel template

Open

Prepare your data in Excel

• Create a separate column for each user type, such as team member, reviewer, HR user, etc.

• The system will read contents only from the first sheet of the uploaded Excel file. Data from other sheets will be ignored.

• In the corresponding cell for each user, add the Jira user name of the user. The system will match this user name with the corresponding UpRaise user and import the user to the distribution. (If you are on Jira cloud, use email id as the user name of the user)

• Only the files in .xls or .xlsx format are accepted. The maximum file size allowed is 10 MB.

• Maintain the sequence of columns as per the user type involved in your distribution. The different user types involved in your distribution depend on the base template type and workflow as explained below.

Upload file

• Attach your Excel file in the ‘Import users from Excel’ file pop-up and click on the ‘Import’ button

Review imported data

• Once file is imported, you will see user data imported from Excel in the ‘Users’ section of your distribution.

• Review the imported data and make any corrections if needed

  • The system will indicate if there were empty cells or invalid users names in certain cells in the Excel.

  • You can manually select the appropriate users in case of such cells on the UI.

Save your distribution

In this section