Importing data from Excel
2.1
Step 1: Enable feature
In order to import data from Excel, you first have to enable this feature in the admin client:
Project Settings → Advanced features:
Step 2: Prepare Excel file
Each row of the excel will be imported as one item.
The different columns will be mapped to the different fields (e.g. description)
Make sure Excel is a basic excel file with no merged cells, macros, fonts (even hidden ones) etc.
Step 3: Importing the items
When your Excel file is ready, go to the folder in which you want to import your data and click on "Import Excel File".
Then either drag-and-drop or select the file you wish to import.
Next, select which worksheet in the selected Excel you would like to import
Once you selected the worksheet, the data in this worksheet will be converted to a table which allows you to select which rows need to be converted into items. Note that you don't want to include the ones with a title, but only the ones with actual content.
Afterwards, you can assign a field, that is present in the item type to which this data will be converted, to a column. For example, for a REQ item, this can be a title or a description. For a RISK it can be a cause, effect, probability, severity, etc.
When clicking on next, the selected rows will be converted into items and the content of the assigned columns will be added to the selected fields.
Handling Folders
If you want to create folders while importing items you have two possibilities:
- creating a flat list of folders with a couple of items inside
- creating a more complex hierarchy of folders
Flat folder lists
To create the below with two folders | you need to prepare you Excel like this |
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Add an extra column for the folder name Create an extra line for each folder |
Once done you need to map the columns as follows: map the column with the folder names to FOLDER
Items in hierarchy
To create the below with two folders | you need to prepare you Excel like this |
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Create a extra column for the hierarchy Enter a | separated list of folders for each item |
Once done you need to map the columns as follows: map the column with the folder names to HIERARCHY
Handling Test Cases
The best for test cases is to have an excel where each tab is one test case with the rows containing the test steps,see here: Importing tests from Excel
If your excel has one line per test case, the test case steps (from the test table) need to be in a specific format:
- for each test step: step | action | expected result (step is a the row number, starting with 1, afterwards separated by | are the other columns of the test table).
- between each row, use a |# as a separator
Here an example of one cell in excel with a complete test table