TELCOMA Global / Customers & Organizations Export / Documentation
Every customer and organization, with their request counts.
Customers & Organizations Export lists the customers and organizations of each service project on your Jira Service Management site, counts their open and resolved requests, and exports the lists to Excel or CSV. The app only reads. It has no permission to change anything.
Install and open
Two steps, both inside Jira.
Find the app
In Jira go to Settings → Apps → Find new apps and search for Customers & Organizations Export. It's free for every site size.
Approve the permissions
Read permissions only. There is no write permission, so the app cannot change a customer, an organization or a request.
The app has two pages. Each one checks with Jira, as you, before it shows anything.
- Jira administrators open Settings → Apps → Customers & Organizations Export. This page covers every service project on the site.
- People who administer a project open that project's settings and choose Customers & Organizations Export. This page covers that one project only. Jira administrators can open it too.
Anyone else is refused, for example with "Only Jira administrators can use this page." If the project is not a Jira Service Management project, the project page says it has no customers or organizations to list.
Scan
One button. It runs in the background.
On the admin page, click Scan all projects to read every service project, one after the other. To scan one project, choose it in the Service project box and click Scan this project. Projects with no finished scan show not scanned yet in that box. On a project's own page there is only Scan this project.
For each project the scan reads the customers, the organizations added to the project and their members, and then the project's requests, once. A progress line shows the project, its place in the scan, the step it's on and how many requests it has read so far. You can leave the page; the scan carries on. On a big site it can take a while.
- If a scan makes no progress for 20 minutes, the page offers Start again. Work already done in that scan is dropped.
- If one project fails, the scan says finished with problems, gives the reason, and moves on to the next project.
- If two people start the same scan at the same moment, one scan runs and the other person is told to wait a moment and refresh the page.
The summary
One line for the project, and the notes that matter.
When a project has a finished scan, its name heads a summary line, for example 120 customers (80 added to the project directly, 40 through organizations), 6 organizations, 1,532 requests. Next to Scan this project the page says when the last scan finished.
Under the summary, the page adds a note when one applies:
- How many requests were raised by people who are not customers of the project, for example agents or people removed from it. They are not in the lists.
- How many requests are in a done status but have no resolution, so they count as open. This usually means a workflow does not set a resolution.
- That Jira did not return the Organizations field, so organization request counts are zero.
- Why some customers on the page have no name (see What it can't see).
Customers
Everyone who is a customer of the project.
The Customers tab lists everyone added to the project, and everyone in an organization added to the project. The tab shows how many match the filters. Columns:
- Name and Email, looked up from Jira when the page is shown. Not shown means Jira did not give the app that email.
- Customer through: Added to project, the names of the organizations that make them a customer, or both.
- Open and Resolved: the requests they reported.
- Last request: the date of their most recent request, or No requests.
Customers with the most requests come first. The list shows 25 at a time; use Previous and Next to page through.
Organizations
Each organization added to the project.
The Organizations tab lists the organizations added to the project, in name order, 25 at a time. Columns: Organization, Members, Open, Resolved and Last request.
An organization's counts are the requests shared with that organization through the Organizations field. They are not every request its members raised.
Filters and older scans
Narrow the lists, or go back to an earlier scan.
- Organization: pick one organization to see only its members on the Customers tab and only that organization on the Organizations tab. Clear it to go back to All organizations.
- Only customers and organizations with no requests: tick it to find the customers and organizations that have raised nothing.
- Scan: the last three finished scans of each project are kept. When there is more than one, pick a date and time here to see that scan. When a new scan finishes, the page shows the newest one.
The filters also apply to the export.
Export
Take it to Excel, or to any tool that reads CSV.
The Export section at the bottom of the page has four buttons: Download Excel, Customers CSV, Organizations CSV and Members CSV. The export uses the project and the scan you are looking at, with the filters above. On the admin page, tick Export every service project that has a finished scan to export the newest scan of every project in one file. Then only the no-requests filter applies.
Names and emails are looked up from Jira at the moment you export. The file is built in your browser and saved to your device.
Customers
Project key, Project, Name, Email, Account ID, Account type, Added to project, Organizations, Open requests, Resolved requests, All requests, Last request (UTC), Last resolved (UTC).
Organizations
Project key, Project, Organization, Organization ID, Members, Open requests, Resolved requests, All requests, Last request (UTC), Last resolved (UTC).
Organization members
One row per organization and member: Project key, Project, Organization, Organization ID, Name, Email, Account ID, Account type.
About
Excel only: when the file was exported, when each project's scan finished, the filters used, what open and resolved mean, any done-status warning, and why some emails or names are empty.
- Dates are in UTC, and the column headers say so.
- Cells that a spreadsheet would read as a formula are written as plain text, so a customer or organization name can never run anything.
- An Excel sheet holds at most 1,048,576 rows. If a sheet would have more, the Excel download stops and tells you to use the CSV files or export one project at a time.
- If Jira is busy, the export waits as long as Jira asks and tries again, up to five times.
How requests are counted
Jira's own meaning of open and resolved.
- Resolved means the request has a resolution: the Resolution field is set. That is what Jira Service Management uses for closed requests. A request with no resolution is open, even in a done status. The page and the About sheet say how many such requests there are.
- A request counts for its reporter. A request raised on someone's behalf counts for the person shown as the reporter.
- A request counts for each organization it is shared with. If the site has no Organizations field, organization counts are zero and the page says so.
- Requests raised by people who are not customers of the project, such as agents, are counted in the summary note, not in the lists.
The scan reads each request once and asks Jira for six fields only: reporter, Organizations, resolution, resolution date, status category and created date.
What it can't see
Some things Jira doesn't show to apps.
- Hidden emails. Jira gives the app an email only when the person's profile allows it. Otherwise the page shows Not shown, the export leaves the cell empty, and the page and the About sheet say why.
- People who are not on the customer list. If a project lets anyone raise requests, people who were never added as customers are not listed. Their requests are counted in the summary note.
- Requests the app cannot browse. Requests hidden from the app, for example by an issue security level, are not counted.
- Some names of portal-only customers. When Jira's user lookup does not return a customer, the app reads the name from the project's customer and member lists. On a big project some names can stay empty. The account ID is then shown, with the reason. In the export, the account type is empty on these rows.
- The members sheet and the no-requests filter. The no-requests filter applies to customers and organizations. The Organization members sheet lists every member of every organization, or of the chosen organization.
Your data
Nothing leaves Atlassian.
Service projects, their customers, their organizations and members, and six fields of each request: reporter, Organizations, resolution, resolution date, status category and created date. It does not read request summaries, descriptions, comments or attachments.
Nothing. The app has no write permission.
Each scan's customers and members as account IDs, organization IDs and names, and request counts and dates. Names and emails are looked up from Jira when a page or an export is built. The last three finished scans of each project are kept, in Atlassian's own storage for your site.
Nowhere. No servers of our own, no requests outside Atlassian. Exports are built in your browser and saved to your device.
Full details in the privacy policy.
Frequently asked
The questions admins ask first.
Is it really free?
Yes, for every site size. There is no paid plan and no trial.
Does it change customers or organizations?
No. It has no write permission. Adding or removing customers and organizations stays with you, in Jira Service Management.
Can a project admin use it?
Yes, for their own project, from that project's settings. Only Jira administrators see every service project.
Why do some open counts look high?
Open means no resolution. If a workflow moves requests to a done status without setting a resolution, they count as open, and the page tells you how many there are.
Why is an email empty?
Jira hides an email when the person chose to hide it in their profile, or when an organization that manages the account hides emails. The app can't see it either.
How often should I scan?
Whenever you need a current list: before a renewal, a clean-up of old customers, or a report for a client. Each scan is a snapshot of the moment it ran.
Support
Ask the people who built it.
When reporting a problem, include your site URL and what you expected to happen. We never need passwords or tokens.
Get help
One business day, usually much less.
- [email protected]
- Support page
- Known limits, what to include, status
- Response time
- Within one business day