Select files for import

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Select files for import

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1.There are two ways to select files for import.  Either select Import from the pull-down menu under the Project button or right-click on any item within the Explorer Tree and select Import.

 

SelectImport1 or SelectImport2

Note: If you access the Import feature with the Project menu, you will need to provide the desired destination for imported data. If you right-click on an item within the Explorer Tree to import the data into the selected location within a set or Folder, Jama will import the data into the same level as the selected item.

2.Jama will open the Data Import Wizard.

Data Import Wizard

The Data Import Wizard will evaluate the file type that you are attempting to import and provide options specific to that file type. The import will not continue if the system does not recognize the file type.

The Data Import Wizard walks through the import process:

select a file and destination
map fields and configure options for the import
preview the resulting import, and
optionally, save the import mapping settings.

The process varies slightly depending whether you are importing data from Microsoft Word (DOC, DOCX) (LINK), Excel (XLS, XLSX, CSV) (LINK) or IBM Doors (LINK), but the Data Import Wizard will detect your file type and present you with the appropriate steps.

DataImportWizard

To initiate your import do the following:

1.Select the file to be imported with the Choose File button. The wizard will evaluate the file extension to determine if it can be imported.
2.Ensure the Destination field correctly indicates where the Import should place the newly created items. The destination can be changed by selecting on the Magnifier icon.
3.Select a saved field mapping allows you to select previously created import configurations that have been saved within the project for the same file type. This is helpful to set up if you need to import multiple documents with the same field-mapping layout. At the end of a successful import the user is presented with the option to save the field mapping for reuse in the project. Select Delete an existing field mapping to remove any field mapping saved within the project.
4.The Optional Encoding value determines the character set encoding used during the import. The default setting is UTF-8, the character encoding used by Jama's database.