Excel can be used to import many kinds of items into Jama, one of them being requirements. However, Excel spreadsheets must be formatted correctly in order for Jama to successfully import them. 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.
In the example below, each row will be imported as an individual item along with the specified information within that row.Example SpreadsheetNOTE: When entering information into a field that is a pick list (such as Priority), be sure to exclusively use options from that pick list.Entering options that are not in the pick list will result in blank entries upon import, as shown in the example below with the value of "Fun".
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. Note: The document to be imported needs to be an .xls type, regardless if using MS Excel or another program.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.
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 be imported only 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 field labels, such as Name, Description, or Status. It is important that you select the correct row, or your field mappings will not be correct.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.You will be able to tell you have selected the correct header row, because the field name values will be in the Mapping drop-down.
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.
When you use the layout above, your import will look like this in the Project Tree.Example Import
Importing Items Via Excel with Hierarchy
Hierarchy can be imported into Jama through Excel in two ways, through indentation or cell background coloring.
NOTE: Hierarchy cannot be established or edited during roundtrip import/exports.
Hierarchy Using Indentation
Excel's indent option allows users to specify hierarchy within Jama for the items being imported.
Above, you can see that the indentation hierarchy has been used in the "Description" column, which the user must specify from the pick list on the left. If a user had indented cells under the "Name" column, the user would choose "Name" from the pick list.
Here, indentation has been used under the "Name" column with 3 tiers of hierarchy.
Note: the Excel "Increase Indent" button should be used for indent. Using keyboard spaces won't work.Example Import
After importing a spreadsheet using indentation, the items will appear like the following in the project tree.Hierarchy using Cell Coloring
Excel's cell coloring option allows users to designate item hierarchy upon import.
Above, you can see that the cell color hierarchy has been used in the "Name" column, which the user must specify from the pick list on the left.Example Worksheet
In the below example, each colored cell contains the parent items and all subsequent items will be the child items.
NOTE: The cell coloring hierarchy method only allows 1 tier of hierarchy and does not differentiate between colors.
Jama inherently creates a folder-item
structure when importing a hierarchy of items.
In order to create an item-sub item
structure, you must specify by checking the box while using the import wizard.Example (Item-Sub Item Vs. Folder-Item)
Here is a comparison of the two structures within the Project Tree:Sub-Item StructureFolder-Item Structure #requirementsmanagement