All You Need to Know About Migrating Canned Responses Templates

There are a few solid reasons for such a migration. Number one comes to shifting from one type of hosting to another, for instance, if you’re switching from server to cloud services. You may as well want to split your content between two different services. The migration process will also be useful if you want to change from one cloud provider to another (for example, from AWS to GCP or Azure).

In most cases, however, the goal will be about migrating all templates created in Canned Responses Pro from one environment to another. You may also want to back up all your templates.

So, the most common reasons hiding behind importing and exporting Canned Responses templates boil down to:

  • Migrating from Server to Cloud;
  • Migrating from Server to Server;
  • Migrating from Server to Data Center;
  • Migrating from Cloud to Server;
  • Backing up templates.

How to migrate Canned Responses templates?

The whole process is simple. You need to export your templates to a CSV file from the original Jira instance. Next, you will import this CSV file into a new destination, a new Jira instance.

Whatever drove you to initiate the exporting and importing process, you will need to follow these steps:

How to export Canned Responses templates?

If you work on Jira Server, here’s what your steps to export the templates will look like:

  1. Go to the Manage apps administration section;
  2. On the left-side panel, under section Canned Responses for Jira, click on Import / Export;
  3. Under section Backup templates, click on Download.

The file you will receive is a CSV file.

If you are about to export templates from Jira Cloud, on the other hand, you will be facing these steps:

  1. Go to the Apps section under Jira Settings;
  2. On the left-side panel, under section Canned Responses, click on Import / Export;
  3. Under section Backup templates, click on Download.

And once more, the result will be a CSV file.

How should you import the templates?

Let’s start with Jira Server again. If your goal is importing templates to this environment, you need to go through these steps:

  1. Go to the Manage apps administration section;
  2. On the left-side panel, under section Canned Responses for Jira, click on Import / Export;
  3. Under section Backup templates, click on Browse to the right of the Import area;
  4. Find the CSV file and select it.

The result will be the import of the data contained in the CSV file.

As for Jira Cloud, here’s what you need to do to import your templates:

  1. Go to the Apps section under Jira Settings;
  2. On the left-side panel, under section Canned Responses, click on Import / Export;
  3. Under section Backup templates, click on Browser to the right of the Import area;
  4. Find the CSV file and select it.

Final words

Worth remembering is that in both cases, whether you’re performing import or export, administration rights are required for the process.

As you can see, the procedure is pretty straight forward. What we briefly described above are the easy steps to go through and complete migrating your Canned Responses templates.