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c6dc9ff
Add Jira importer
danciaclara Nov 15, 2024
eb4a8e8
Merge branch 'preview' of github.com:makeplane/docs into jira-importer
danciaclara Nov 28, 2024
f1bf67b
minor edits
danciaclara Nov 28, 2024
bbd429a
resolved merge conflicts
danciaclara Dec 4, 2024
9cb55a1
added overview page
danciaclara Dec 4, 2024
2d50522
Merge branch 'preview' of github.com:makeplane/docs into jira-importer
danciaclara Dec 4, 2024
5d6fd71
Added importer cards
danciaclara Dec 4, 2024
74cd4f8
minor fixes
danciaclara Dec 9, 2024
73590aa
Added Linear importer page
danciaclara Dec 9, 2024
6cc3773
Added Asana importer page
danciaclara Dec 10, 2024
77d6ca2
Added images
danciaclara Dec 10, 2024
050f998
Merge branch 'preview' of github.com:makeplane/docs into jira-importer
danciaclara Jan 29, 2025
079b7ed
final
danciaclara Jan 29, 2025
bd8d586
Merge pull request #161 from makeplane/jira-importer
danciaclara Jan 29, 2025
66dddbc
fixed merge conflicts
danciaclara Jan 29, 2025
15cbad2
final
danciaclara Jan 29, 2025
03468f8
added notice about feature flag
danciaclara Jan 29, 2025
c147912
Merge pull request #180 from makeplane/asana-importer
danciaclara Jan 29, 2025
f91dc52
resolve merge conflicts
danciaclara Jan 29, 2025
b53b077
final changes
danciaclara Jan 29, 2025
03d7e5a
Merge pull request #179 from makeplane/linear-importer
danciaclara Jan 29, 2025
a1f6035
Fixed file name and added redirect
danciaclara Jan 29, 2025
92a6017
final fixes
danciaclara Jan 29, 2025
e620aad
final fix
danciaclara Jan 29, 2025
9bd2145
Merge pull request #226 from makeplane/fix-jira-file-name
danciaclara Jan 29, 2025
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89 changes: 89 additions & 0 deletions docs/importers/asana.mdx
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---
title: Asana
---

# Import your Asana data to Plane

:::info
The Asana importer is currently in a closed private beta. Contact us to try it out.
:::

With the Asana importer, you can easily import issues, states, labels, priorities and user data from Asana to Plane and continue managing your existing projects.

## Import from Asana
> **Role**: Workspace admins

To import Asana issues to a Plane project, follow these steps:
1. Click the **∨** icon next to your workspace name on the sidebar and select **Workspace Settings**.

2. Select **Imports** on the right pane and click the **Import** button in the Asana section.
![Import from Asana](https://media.docs.plane.so/importers/asana/import-asana.webp#center)

4. In the **Asana to Plane Migration Assistant** screen, enter your **Personal Access Token** to allow Plane access to your Asana account.
![Connect Asana](https://media.docs.plane.so/importers/asana/asana-plane-migration-assistant.webp#center)

5. Click the **Connect Asana** button to link the accounts.

6. Click the **Import** button under the **Imports** section.
![Import Asana](https://media.docs.plane.so/importers/asana/import-asana-data.webp#center)

7. **Configure Plane**
Select the Plane project where you want to import your Asana data and and click **Next**.
![Configure Plane](https://media.docs.plane.so/importers/asana/configure-plane.webp#center)

8. **Configure Asana**
Choose the workspace and project in Asana from where you want to import data.
![Configure Asana](https://media.docs.plane.so/importers/asana/configure-asana.webp#center)

10. **Map states**
Map **Asana sections** to their equivalent **Plane states**.
![Map states](https://media.docs.plane.so/importers/asana/map-states.webp#center)

11. **Map priorities**
Map the **Asana priorities** to the corresponding **Plane priorities**. If there's no match, select **None** in the **Plane priorities** list.
![Map priorities](https://media.docs.plane.so/importers/asana/map-priorities.webp#center)

12. **Summary**
Review the mappings and make any changes if needed. Click **Back** to adjust, or click **Confirm** to start the migration.
![Review mappings](https://media.docs.plane.so/importers/asana/import-summary.webp#center)

13. The data migration begins and takes a few minutes to complete depending on the number of issues in your Asana workspace.
![Migration complete](https://media.docs.plane.so/importers/asana/import-complete.webp#center)

14. Once it's done, go to **Issues** in your Plane project to confirm that the data import is successful.

## Imported entities

Here’s a quick look at what gets imported during the migration from Asana to Plane:

| Asana | Plane | Notes|
|--------------| ------------------- |---- |
| Labels | Labels | |
| Status | States | |
| Issue priorities | Priorities | |
| Users | Users | |
| Issues | Issues | |
| Relations | Parent | Includes only parent-child relationships |
| Issue comments | Issue comments |Includes username and timestamp. If you skip user import during migration, comments will show the name of the user who performed the migration.|
| Issue attachments | Issue attachments | |
| Reporter | Created by | |
| Created | Created at | |
| Assignee | Assignees | If you skip user import during migration, this will be blank.|
| Issue types | Labels \| Prefix in Issue title | |
| Images in the Issue description | Images in the Issue description | |
| Summary | Issue title | |
| Start date | Start date | |
| Due date | Due date | |
| Linked Issues | Links | Includes backlinks to the original Asana issue.|
| Sprint | Cycles | Includes the issues, start and end date. |
| Components | Modules | Includes the issues. |

## Sync Asana to Plane

After the import, if there are any new or updated issues in Asana, you can easily sync these changes to Plane:

1. Go to **Workspace settings**.
2. Select **Imports** on the right pane.
3. Click the **Re run** button next to the project you want to sync.
![Sync Asana](https://media.docs.plane.so/importers/asana/rerun-import.webp#center)

6 changes: 0 additions & 6 deletions docs/importers/jira-imp.mdx

This file was deleted.

105 changes: 105 additions & 0 deletions docs/importers/jira.mdx
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---
title: Jira
---

# Import your Jira data to Plane

:::info
The Jira importer is currently in a closed private beta. Contact us to try it out.
:::

With the Jira importer, you can easily import issues, states, labels, priorities and user data from Jira to Plane and continue managing your existing projects.

## Import from Jira
> **Role**: Workspace admins

To import Jira issues to a Plane project, follow these steps:
1. Click the **∨** icon next to your workspace name on the sidebar and select **Workspace Settings**.

2. Select **Imports** on the right pane and click the **Import** button in the Jira section.
![Import from Jira](https://media.docs.plane.so/importers/jira/import-jira.webp#center)

4. In the **Jira to Plane Migration Assistant** screen, enter your **Personal Access Token**, **User email** and the **Jira domain** to allow Plane access to your Atlassian account.
![Connect Jira](https://media.docs.plane.so/importers/jira/jira-plane-migration-assitant.webp#center)

5. Click the **Connect Jira** button to link the accounts.

6. Click the **Import** button.
![Import Jira](https://media.docs.plane.so/importers/jira/import-jira-data.webp#center)

7. **Configure Plane**
Select the Plane project where you want to import your Jira data and and click **Next**.
![Configure Plane](https://media.docs.plane.so/importers/jira/configure-plane.webp#center)

8. **Configure Jira**
Choose the workspace and project in Jira from where you want to import data.
![Configure Jira](https://media.docs.plane.so/importers/jira/configure-jira.webp#center)

:::info[Issue types]
If you're on a paid plan (Pro or higher), issue types in Jira will be imported as issue types in Plane. On the free plan, issue types from Jira won't be imported.
:::

10. **Import users**
Choose one of the following:
- **Upload CSV**
Click the **Upload CSV** button to import users to your Plane project. Refer to [Export users from a site](https://support.atlassian.com/organization-administration/docs/export-users-from-a-site/) to download the CSV file from Jira. *(recommended)*
- **Skip user import**
You can select the **Skip Importing User data** checkbox and manually add users later.
:::warning
If you skip user import, issues and comments will show the name of the person who performed the migration, and the Assignees field will be empty.
:::
![Import users](https://media.docs.plane.so/importers/jira/import-users.webp#center)

10. **Map states**
1. Map **Jira status** to their equivalent **Plane states**.
2. Select the **Auto create and map the remaining Jira states** checkbox to automatically create and map any missing states.
![Map states](https://media.docs.plane.so/importers/jira/map-states.webp#center)

11. **Map priorities**
Map the **Jira priorities** to the corresponding **Plane priorities**. If there's no match, select **None** in the **Plane priorities** list.
![Map priorities](https://media.docs.plane.so/importers/jira/map-priorities.webp#center)

12. **Summary**
Review the mappings and make any changes if needed. Click **Back** to adjust, or click **Confirm** to start the migration.
![Review mappings](https://media.docs.plane.so/importers/jira/import-summary.webp#center)

13. The data migration begins and takes a few minutes to complete depending on the number of issues in your Jira workspace.
![Migration complete](https://media.docs.plane.so/importers/jira/import-complete.webp#center)

14. Once it's done, go to **Issues** in your Plane project to confirm that the data import is successful.

## Imported entities

Here’s a quick look at what gets imported during the migration from Jira to Plane:

| Jira | Plane | Notes|
|--------------| ------------------- |---- |
| Labels | Labels | |
| Status | States | |
| Issue priorities | Priorities | |
| Users | Users | |
| Issues | Issues | |
| Relations | Parent | Includes only parent-child relationships |
| Issue comments | Issue comments |Includes username and timestamp. If you skip user import during migration, comments will show the name of the user who performed the migration.|
| Issue attachments | Issue attachments | |
| Reporter | Created by | |
| Created | Created at | |
| Assignee | Assignees | If you skip user import during migration, this will be blank.|
| Issue types | Labels \| Prefix in Issue title | |
| Images in the Issue description | Images in the Issue description | |
| Summary | Issue title | |
| Start date | Start date | |
| Due date | Due date | |
| Linked Issues | Links | Includes backlinks to the original Jira issue.|
| Sprint | Cycles | Includes the issues, start and end date. |
| Components | Modules | Includes the issues. |

## Sync Jira to Plane

After the import, if there are any new or updated issues in Jira, you can easily sync these changes to Plane:

1. Go to **Workspace settings**.
2. Select **Imports** on the right pane.
3. Click the **Re run** button next to the project you want to sync.
![Sync Jira](https://media.docs.plane.so/importers/jira/sync-jira.webp#center)

86 changes: 86 additions & 0 deletions docs/importers/linear.mdx
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---
title: Linear
---

# Import your Linear data to Plane

:::info
The Linear importer is currently in a closed private beta. Contact us to try it out.
:::

With the Linear importer, you can easily import issues, states, labels, priorities and user data from Linear to Plane and continue managing your existing projects.

## Import from Linear
> **Role**: Workspace admins

To import Linear issues to a Plane project, follow these steps:
1. Click the **∨** icon next to your workspace name on the sidebar and select **Workspace settings**.

2. Select **Imports** on the right pane and click the **Import** button in the Linear section.
![Import Linear](https://media.docs.plane.so/importers/linear/import-linear.webp#center)

4. In the **Linear to Plane Migration Assistant** screen, enter your **Personal Access Token** to allow Plane access to your Linear account.
![Connect Linear](https://media.docs.plane.so/importers/linear/linear-plane-migration-assistant.webp#center)

5. Click the **Connect Linear** button to link the accounts.

6. Click the **Import** button in the **Imports** section.
![Import Linear data](https://media.docs.plane.so/importers/linear/import-linear-data.webp#center)

7. **Configure Plane**
Select the Plane project where you want to import your Linear data and and click **Next**.
![Configure Plane](https://media.docs.plane.so/importers/linear/configure-plane.webp#center)

8. **Configure Linear**
Choose the Linear team from where you want to import data.
![Configure Linear](https://media.docs.plane.so/importers/linear/configure-linear.webp#center)

9. **Map states**
Map **Linear states** to their equivalent **Plane states**.
![Map states](https://media.docs.plane.so/importers/linear/map-states.webp#center)

10. **Summary**
Review the mappings and make any changes if needed. Click **Back** to adjust, or click **Confirm** to start the migration.
![Review mappings](https://media.docs.plane.so/importers/linear/import-summary.webp#center)

11. The data migration begins and takes a few minutes to complete depending on the number of issues in your Linear workspace.
![Migration complete](https://media.docs.plane.so/importers/linear/import-complete.webp#center)

12. Once it's done, go to **Issues** in your Plane project to confirm that the data import is successful.
![Verify import](https://media.docs.plane.so/importers/linear/verify-import.webp#center)

### Imported entities

Here’s a quick look at what gets imported during the migration from Linear to Plane:

| Linear | Plane | Notes|
|--------------| ------------------- |---- |
| Labels | Labels | |
| Status | States | |
| Issue priorities | Priorities | |
| Users | Users | |
| Issues | Issues | |
| Relations | Parent | Includes only parent-child relationships |
| Issue comments | Issue comments |Includes username and timestamp. If you skip user import during migration, comments will show the name of the user who performed the migration.|
| Issue attachments | Issue attachments | |
| Reporter | Created by | |
| Created | Created at | |
| Assignee | Assignees | If you skip user import during migration, this will be blank.|
| Issue types | Labels \| Prefix in Issue title | |
| Images in the Issue description | Images in the Issue description | |
| Summary | Issue title | |
| Start date | Start date | |
| Due date | Due date | |
| Linked Issues | Links | Includes backlinks to the original Linear issue.|
| Sprint | Cycles | Includes the issues, start and end date. |
| Components | Modules | Includes the issues. |

## Sync Linear to Plane

After the import, if there are any new or updated issues in Linear, you can easily sync these changes to Plane:

1. Go to **Workspace settings**.
2. Select **Imports** on the right pane.
3. Click the **Re run** button next to the project you want to sync.
![Sync Linear](https://media.docs.plane.so/importers/linear/rerun-import.webp#center)

26 changes: 26 additions & 0 deletions docs/importers/overview.mdx
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---
title: Overview
---

import {CardGroup,Card} from '@site/src/components';

Plane's importers simplify the process of migrating project data from other tools. Instead of manually recreating your project structure and history, you can transfer existing issues, workflows, and project details directly into Plane.

Switching tools shouldn’t mean starting over. With Plane importers, you can effortlessly migrate your data, preserving your team’s progress and ensuring a smooth transition.


<CardGroup cols={2}>
<Card title="Asana" svg={<svg width="112" height="22" fill="#3e76ff" xmlns="http://www.w3.org/2000/svg" aria-labelledby="asana"><path class="_nav_logo-link__asana-icon__Un0sE" id="asana-horizontal-logo__icon" d="M18.559 11.605a5.158 5.158 0 1 0 0 10.317 5.158 5.158 0 0 0 0-10.317Zm-13.401.001a5.158 5.158 0 1 0 0 10.315 5.158 5.158 0 0 0 0-10.315Zm11.858-6.448a5.158 5.158 0 1 1-10.316 0 5.158 5.158 0 0 1 10.316 0Z" fill="#3e76ff"></path></svg>} href="/importers/asana">
Migrate tasks from Asana to Plane, keeping your workflow intact and organized.
</Card>

<Card title="Jira" icon="FaJira" href="/importers/jira">
Import boards from Jira into Plane, streamlining your project setup.
</Card>

<Card title="Linear" svg={<svg height="21" viewBox="0 0 500 100" fill="#3e76ff" size="16" color="#3e76ff" aria-label="Linear"><path fill-rule="evenodd" clip-rule="evenodd" d="M12.9266 16.3713c-.5283.5806-.4933 1.4714.0617 2.0265l68.5946 68.5946c.5551.555 1.4459.59 2.0265.0617 10.0579-9.1522 16.3713-22.3478 16.3713-37.0179C99.9807 22.402 77.5788 0 49.9445 0 35.2744 0 22.0788 6.31337 12.9266 16.3713ZM4.35334 29.3894c-.25348.5589-.12567 1.2142.30824 1.6481L68.9432 95.3191c.4339.4339 1.0892.5617 1.6481.3083 1.485-.6736 2.9312-1.4176 4.3344-2.2277.8341-.4815.9618-1.6195.2808-2.3005L8.88146 24.7742c-.68097-.681-1.81894-.5532-2.30045.2808-.81013 1.4032-1.55411 2.8494-2.22767 4.3344ZM.453579 47.796c-.300979-.301-.46112014-.7158-.4327856-1.1405.1327026-1.9891.3816396-3.9463.7400796-5.865.214926-1.1505 1.620727-1.5497 2.448307-.7222L59.9124 96.7715c.8275.8276.4283 2.2334-.7222 2.4483-1.9187.3585-3.8759.6074-5.865.7401-.4247.0283-.8395-.1318-1.1405-.4328L.453579 47.796ZM3.93331 61.7589c-1.0331-1.0331-2.70028-.1429-2.32193 1.2683C6.22104 80.2203 19.7604 93.7597 36.9535 98.3693c1.4112.3784 2.3014-1.2888 1.2683-2.3219L3.93331 61.7589ZM201.602"></path></svg>} href="/importers/linear">
Bring Linear tasks into Plane, ensuring smooth transitions and continued progress.
</Card>

</CardGroup>

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