YouTrack InCloud 2020.5 Help

Import from YouTrack

The new option to import data from YouTrack lets you migrate one or more projects including issues, comments, and users from another YouTrack service.

In essence, an import configuration is a graphic UI representation of an import script. A setup wizard navigates you through the import configuration process, which covers standard issue settings in YouTrack. If your project has a custom set of fields for issues, you can use an option to directly edit a client YouTrack import script in YouTrack itself.

Create new import configuration

To add a new import configuration, you need to preliminary create a personal permanent token in YouTrack that will grant access to the target project in the source YouTrack. Then you can use the token for authorization when setting up the import configuration in the target YouTrack.

Create Permanent Token in YouTrack

To set up import of issues from another YouTrack, you must preliminary create a personal access token for the user account that you use to access the target project in the source YouTrack.

To create a Permanent Access Token in YouTrack, please follow the instructions in the YouTrack documentation.

The list of access tokens.

We recommend to use the following minimal set of scopes for the token to import YouTrack issues:

  • YouTrack

  • YouTrack Administration

Set up import from YouTrack

To set up import from YouTrack:

  1. Select Imports from the Integrations section of the Administration menu.

  2. Click New import to open the setup dialog.

    New import dialog
  3. Select YouTrack.

  4. Configure the import settings:

    YouTrack import settings

    Setting

    Description

    URL

    The Base URL of the source YouTrack service. Please note that it must include the context at which the YouTrack service is mapped. That is, for a YouTrack InCloud instance without custom domain, the URL must include /youtrack.

    Username or Email

    A login or email for the user account in the source YouTrack instance with the access to the projects that you need to import.

    Token

    The permanent access token of the user account in the source YouTrack.

    If required by your YouTrack installation, enable the Use SSL key for client authentication option.

    When done, click Next.

  5. Review the settings that you have provided.

    By default, all projects from the source YouTrack will be imported. If necessary, select projects that you need to import in the Projects drop-down.

    Confirm settings and start import.
  6. When done, click Start import.

    • For each selected project in the source YouTrack, a project of the same name will be created in the target YouTrack with found issues, articles, comments, and users.

When you have set up an import project, it is shown in the imports list. To view configuration and import details, select an import configuration in the list.

Import configuration details

In the details sidebar, you see import status and details on the data that was imported. Click the Resume button in the toolbar, to explicitly start polling for changes and importing updates from the source YouTrack instance.

You can also download the import log file to study and investigate when needed.

Edit import settings

To edit an existing import configuration

  1. Select Imports from the Integrations section of the Administration menu.

  2. In the list of configured imports, select the one you need to edit.

    Details sidebar

  3. In the right sidebar, click the Edit in the toolbar.

  4. While in the edit mode, change the import settings, including the connection settings.

    Edit import settings.

  5. When ready, click Resume import.

    • You changes will be applied, and YouTrack will poll the source YouTrack project for the updates.

Delete import configuration

To edit an existing import configuration

  1. Select Imports from the Integrations section of the Administration menu.

  2. In the list of configured imports, select the one you need to delete.

    Details sidebar

  3. Click the trash icon in the main toolbar of the page, or the Delete button in the right details sidebar.

  4. In the shown dialog, confirm the operation by clicking Delete.

    Confirm delete operation
    • The current import settings are removed.

    • Projects, issues, users, and groups that are already imported remain in YouTrack.

Last modified: 1 December 2020