Migrating to Tracker from other services

If you manage your issues and projects with a certain service and want to change it to Yandex Tracker, you can migrate the data about your projects and issues to Tracker:

• If you are running Jira, our experts will help you migrate the data to Tracker. For this, follow the instructions below to prepare your data for migration and contact our technical support using the feedback form.

• If you are using some other system (Asana, Wrike, YouTrack, or others), we will help you select a partner company that will migrate your data to Tracker. To do this, submit a request using a form.

• If you want to self-migrate the data, you can use the API to import your data to Tracker or upload a list of issues from an Excel spreadsheet using the Python client.

Migrating data from JiraMigrating data from Jira

1. Connect Yandex Tracker.

2. Add your company's employees to Tracker.

3. Create an auxiliary account to access Yandex Tracker API:

   1. Create a new account on Yandex (in the format: login@yandex.com).

   2. Add the account created to Tracker.

   3. Go to Yandex 360 for Business and add administrative rights to the account that you created. To learn more, see Yandex 360 Help.

   Once the migration is complete, you can delete the account or revoke the administrative rights.

4. Export your data from Jira.

   How to export data

   1. In Jira, select Settings > System.

   2. Under IMPORT AND EXPORT, select Backup manager.

   3. Under Backup for Server, enalbe Include additional files, then select Create backup for server.

      Warning

      Even in case you run a cloud-based version of Jira, create a server backup (Backup for Server).

      Create a cloud backup (Backup for cloud) only in case creating a server backup is unavailable.

   4. When the backup is created, click Download backup file.

   For more information about data export, see the Jira documentation.

5. Create a table of correspondence between the Jira users and Tracker users.

6. Upload the archive with the exported data and the user correspondence table to Yandex Disk or similar service.

   Note

   If you don't use cloud services for storing files and don't know where to upload the data, tell this when you contact support. Support engineers will instruct you how to provide the data.

7. Submit a request for migration from Jira to Tracker to our technical support using the feedback form. In the request, specify:

   • Links to the archive with exported data and the user correspondence table.

   • Credentials of the auxiliary administrative account.

8. Wait until the support employees tell you that the migration is complete.

   It's any additional information or actions are required on your part to complete the migration, our support experts will contact you.

9. When the migration is complete, grant to your employees full access to Tracker, assign access rights for queues, delete the auxiliary administrative account.

Migrating data from ExcelMigrating data from Excel

If you have a list of issues in an Excel spreadsheet, you can migrate the data to Tracker using a Python client.

The spreadsheet must include columns with issue parameters. The same column names must be used in the script that processes the Excel file.

1. Connect Yandex Tracker.

2. Add your company's employees to Tracker.

3. Get access to the API.

4. Create queues to import your issues to.

5. Set up queue:

   • Add issue types and resolutions.

   • Set up statuses.

   • Create versions and components.

6. If necessary, create issue boards and sprints.

7. Create an Excel spreadsheet with issue data.

8. Create a Python client:

   1. Install the Python client.

   2. Initialize the client.

      from yandex_tracker_client import TrackerClient
      client = TrackerClient(token='<OAuth_token>', org_id='<organization_ID>')
      

      Here, <OAuth_token> is your OAuth token and <organization_ID> is your organization ID. To find out the organization ID, go to the Tracker settings page. The ID is shown in Organization ID for API.

   3. Attach libraries.

      from datetime import datetime
      import pandas as pd
      import numpy as np
      

9. Run the script to upload the data from the spreadsheet.

   The Python script loads the issues from the file to the specified queue. Assign the values from the spreadsheet columns to issue fields in the script.

   Let's look at an example of how the script will import the spreadsheet with the column names Issue, Description, End date, Assignee. You can add other fields to the spreadsheet and the script.

   How to execute the script

   1. Upload your file with data.

      df = pd.read_excel(r'C:\<file_path>\<file_name>.xls')
      

   2. Check that the names of the spreadsheet columns have been added to the script.

      for i, row in df.iterrows():
         print(f"Index: {i}")
         print(f"{row['Issue']}")
         print(f"{row['Description']}")
         print(f"{row['End date']}")
         print(f"{row['Assignee']}")
      

   3. Create the issues. If needed, update the reporter name or edit other issue attributes.

      for i, row in df.iterrows():
      
            try:
                end=row['End date'].strftime("%Y-%m-%d")
            except Exception as e:
                end=""
      
            issue=client.issues.create(
                queue='<queue_name>',
                summary=row['Issue'],
                type={'name': 'Issue'},
                description=row['Description']+"\n\nAdditional description :\n\nhttps://tracker.yandex.ru/",
                assignee=row['Assignee'],
                end=end
       )
            issue.update(author='<login>')
            issue.update(<field_key>='<value>')
      
      

Migrating data by the APIMigrating data by the API

To migrate to Tracker, you need to export the data from your current system and convert it to the format supported by Tracker. To automate data migration, you'll need to engage a developer or a systems integrator company.

To learn more about the data format used in Yandex Tracker API, see the API reference.

To import the data:

1. Connect Yandex Tracker.

2. Add your company's employees to Tracker.

3. Get access to the API.

4. Create queues to import your issues to.

5. Set up queue:

   • Add issue types and resolutions.

   • Set up statuses.

   • Create versions and components.

6. If necessary, create issue boards and sprints.

7. Import data to Tracker via the API.