If you’ve created custom fields in Qase because the default fields didn’t meet your needs, you might be wondering, how do you import data into those custom fields?
We’ve already seen that the CSV headers are fixed and can’t be edited or changed. So how do custom fields fit into this?
In this article, we’ll walk through how custom fields work during import. We’ll briefly look at how to create them, and then go over how to include different types of custom field data in your CSV file.
Note: Custom fields are available only on the Business and Enterprise plans.
How to create custom fields?
Custom fields can be created in Workspace → Fields. You’ll need to choose the type of field first, and if it’s a dropdown or multi-select field, you can then define the values it should include. You can also set a default value for the custom field if needed.
Importing data into custom fields
To do this, you’ll first need to find the IDs of the custom fields you want to update in the CSV.
How to find the custom field Ids?
You can retrieve custom field IDs using our API endpoint detailed in this documentation - https://developers.qase.io/reference/get-custom-fields
Updating the CSV:
Once you’ve identified the correct IDs, add additional headers in your CSV after all existing ones and insert the values for those fields in the appropriate columns.
In this case, you’re simply adding new header columns, you still don’t need to change or remove anything that’s already there. Just append new columns for your custom fields with their respective IDs at the end of the file.
If your custom field is a dropdown type, you don’t need to worry about using slugs. Slugs are only used for system fields like Priority, Severity, etc. For custom fields that you create, you can simply enter the actual value directly in your CSV file and import it.