# Export tickets from other systems

Export the complete set of tickets/tasks or other timetracking for the tax year with all available columns.

### **General Instructions**

Export the complete set of tickets/tasks or other timetracking for the tax year with all available columns.

Then export users with mapping between the user name and the work email.

### **Step 1: Export the Tickets**

The most important data to capture is to show what Tasks/Projects specific people worked on and when. This should  include Task Level data that has a person/assignee.

1. **Go to the Report/Export area in your system.** 
1. **Filter for all tickets during the relevant period.**

   1. Filter the dates by *6 months before* *through the end* of period to capture all work that started or completed during the period.

      1. Tax Year 2024 example: 

         1. `created >= "2023-07-01" AND created <= "2024-12-31"`
1. **Configure Columns > then Select All Columns (Recommended).** 

   1. Minimum required columns:

      1. 

      |  |  |  |
      | --- | --- | --- |
      | **Ideal Minimum Columns** | **Definition** | **Example Valid Format** |
      | *Key* | The unique ticket ID. Format: PROJECT-1234 | COMPASS-4211 |
      | *Summary/Title/Name* | The title of the ticket. This and Description are the input to the narratives. So if these are really vague/short it will limit the quality | Clicking Reset in the querybar for schema analyzer resulted in a schema with no charts and the querybar was not reset. Making this minor because I could not reproduce it. |
      | *Description* | The details of the ticket. | Clicking Reset in the querybar for schema analyzer resulted in a schema with no charts |
      | *Assignee* | The name of person doing the ticket. Rows without assignee will be ignored. Format: Full name of assignee. Must match 'User name' column in Users file | Katya Kamenieva |
      | *Status* | The status of the task. Format: To Do, In Progress, Done | Done |
      | *Issue Type* | The ticket type. Format: Story, Task, Bug. Can be other values | Task |
      | *Project* | This is the name of the Project or larger container for the ticket/task. | Compass Labs |
      | *Created Date* | Datetime the ticket was created. Format: MM/DD/YYYY | 1/1/24 |
      | *Resolved/Completed Date* | The date the ticket was completed. Should only be filled out when Status, Resolution = Done. Format: MM/DD/YYYY | 12/31/24 |
      | *Creator* | The person who created the ticket. Format: John Smith | Katya Kamenieva |
      | *Parent Name (if any)* | Object betwen Project and Task - such as an Epic that contains a group of tasks |  |
      | *Parent Description (if any)* | Description of the parent |  |
      | *Parent ID (if any)* | The Task Key/ID of a parent task, if any. This exists in systems that have subtasks |  |
1. **Export to CSV/XLSX.**
1. **Upload to NeoTax**

Example: 

[sample\_ticket\_export.csv](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/20ea65ef-95c4-4dcb-9ffd-7497d7ec488b/export-other-systems-1.csv)

**Planview Specific**

1. Navigate: Planview → Reports ▸ List Views ▸ Tasks.
1. Configure columns: Add at a minimum every field listed in the mapping table below. Add any additional columns the team uses.
1. Filter: Select the date span you need (e.g., September 2023-present) and Task Status ≠ Cancelled.
1. Export: Actions ▸ Export → CSV.

|  |
| --- |
| **Planview Field** |
| *Task UID (or Work Item ID)* |
| *Task Name* |
| *Description* |
| *Resource – Full Name* |
| *Status* |
| *Work Type or Category* |
| *Project Name* |
| *Created On* |
| *Actual Finish* |
| *Created By – Full Name* |
| *Planned Start* |
| *Planned Finish* |
| *Actual Start* |
| *Work Estimate (hrs)* |

### **Step 2: Export/Map Users to their Work Email**

If the above export contains work email field already, you can skip this step.

If not, export the complete list of Users with their Work Email.

This needs to match the value in the Assignee/Person column

1. Export complete list of users from the system to CSV.
1. Include these columns

   1. User name

      1. This needs to match the value in the Assignee/Person column
   1. User work email

      1. This needs to match work email in the payroll file.
   1. User ID
   1. Employee ID (optional)
1. Upload CSV to NeoTax.

[Sample\_users\_file.csv](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/9d5958e9-5402-4a88-b824-1678f03a9004/export-other-systems-2.csv)