Jama to Excel round-trip

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Jama to Excel round-trip

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The round-trip feature is designed to allow mass editing for multiple items in Jama. With round-trip imports, you export desired Jama items to Excel, make your changes in the spreadsheet, and import the edited document back into Jama, where you will see the updated changes to the items.

To do this, you must re-import Excel documents created by Jama using an Excel template. When the system identifies items that originated in Jama, it will update your items according to the conflict rule set at the time of the import.

Select and export items for round-trip

1.In List View, select the folder, filter or set to be exported into Excel. You can also select multiple items individually. For round-trip imports, it's important to export items that are all the same item type, because the round-trip import will not work with mixed item types. Only the columns shown in List View will be exported, so be sure to display all columns that need to be included.

ExcelImportRoundTripSelectItems

 

2.Select Export > Office Templates in the top right corner.

 
ExcelRoundtripExportDropdown

 

 

3.This will open a pop-up window. Select Excel Export for Roundtrip from the menu on the left, then select Run.
Note: Roundtrip is only available to be exported to Excel. Rich-Text Fields can oftentimes create difficulties within Excel and should not be used for Round-Trip.

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excelRTReport

4.Open the newly downloaded Excel report and save it to a place where it can be edited.

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Edit your Excel Document

1.Make updates to the exported Excel document. In this example, we are changing the names of three test cases.
Note: If a field is based on a Jama pick list, the pick list will be exported as well. This helps ensure that valid data will be entered before re-importing into Jama.
Note: Clearing a field's value in the spreadsheet will result in clearing the field's value once the data is imported back into Jama.

excelrtreditednewer

2.You can also add new items to the Excel document that will be added as new items in Jama when you import it again. If you add an item to your Round-Trip document, it will appear at the bottom of the set or Folder you decide to import to. Keep in mind, you can only add one item type for the chosen set or Folder. Item IDs and Global IDs are assigned to any new items when you import, so be sure to leave those columns blank. Assigned and Priority field values may be left blank.

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3.Save the document and import the document into Jama, keeping in mind the following tips.

Important tips for Jama to Excel round-trip

Make sure all updated fields are mapped correctly, otherwise the import will fail.
Under Excel Options, set Header Rows to 2 since the Jama Excel Export Report defaults to mapping a Header Row in row 2.

excelRTConflict

Be sure to select the appropriate conflict setting on import. Conflicts may occur when a field in Jama has changed values since the round-trip export was generated. Choose the conflict rule conflict rule that you prefer to keep your data correct. Select Update items to update Jama items modified since the last round-trip export.

excelImportRoundtripOptions

Note that columns A-E will be hidden. These columns contain the fields that Jama requires to update existing items.
Columns will not be resizable by default because the document is protected to preserve the hidden columns Jama needs to match up items on import. If you need to resize columns, select Review and unprotect the document.
The document should be imported into the location where any new items added to Jama should be placed.
Copying or filling complete rows will copy the hidden text Jama uses to match up columns on import. Only copy cells, not complete rows, to be sure you are not copying information you don't want. If extra information like this is not removed, the import may may update existing items with the new rows. For new items created from copied rows, you must unprotect the document, expand columns A-E and delete the text contained in the cells.
Rich text fields in Jama will include HTML in Excel so the formatting will be preserved when the items are re-imported. This depends on the field's configuration, which can be set either as a Text Box or as Rich Text. Fields set as Text Box will show as plain text.

ImportExcelHTML
 
AddEditField

You cannot update IDs or add new IDs manually. These are ignored on import.
You cannot update a hierarchy of items that already exists in Jama by applying cell indenting or cell coloring. Items added to the spreadsheet that are not in Jama can use the hierarchy options.