How do I import items with Excel?

By Jama posted 02-26-2018 13:12

  
It is possible to import many kinds of items into Jama, one of them being Requirements. To successfully import requirements, users must follow a specific format in Excel. Required fields such as Name, Description, and Status must be listed horizontally at the top of the spreadsheet, with qualifying information below them. Custom fields can also be included in the import, and should be listed in the same manner.

The screenshot below is an example of how your spreadsheet should look:



Note: When inserting information into a field that is a pick list (such as Status), it is important to exclusively use entries from that pick list.



Entering fields that are not in the pick list will result in blank entries upon import.



Importing in Jama
After you have filled out your spreadsheet to your liking, you can import it into Jama. This can be done from two locations: from the project menu at the top of the Project Tree, or from right-clicking the desired set or folder.
From atop the project tree:



From the desired location:



Using the Data Import Wizard
From the Data Import Wizard pop-up window, you will be prompted to choose your Excel document. You can also choose or change the desired import location.

Field Mapping
allows you to select conditions for a document you have saved, allowing for faster imports. This is a good idea to set up if you find yourself importing multiple documents with the same field-mapping layout.

Encoding
will be automatically set on UTF8, the character encoding used by Jama's database.



After uploading your document, you need to map the fields so Jama knows what information to put where.
Under Excel Options, select what sheet from your document you want to use. Excel documents can only be imported one sheet at a time. If you have a document with multiple sheets, you will have to import them separately.
Next, select the Excel Header Row. This will be the row in your document where you list fields, such as Name, Description, or Status. It is important that you select the correct row, or your field mappings will not be correct.




If you're completing a round trip import, make sure you complete the information indicated in the below image.



The last step is to map the fields for your import. From the drop down menus to the left of the Item fields, select which field you would like to use. In the example below, we have mapped Name to Name, Description to Description, and Status to Status. Select "Next" when you are finished.



It is possible to lay out your Excel document in a way that will include uploading the items into a certain hierarchy, however this section is not required and can be left blank.



If the fields have been mapped successfully, the final pages of the Data Import Wizard will first show a preview of the imported information...




...as well as notify you how many total items were added. From this page you have the option to import another file. You can also save how you mapped this document to be used for future uploads.



Your uploaded item

After refreshing the explorer tree, you will see your items added to your desired location.



If you open the items, you will see the information you imported from your spreadsheet. You can edit the document to add or remove information.



(Originally posted by Janessa Olson)
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