Import relationships

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Import relationships

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Overview

Relationships are imported into Jama via a CSV file. The file will consist of two columns.

Column A: Parent or upstream item references.
Column B: Child or downstream item references.

 

csv_1to1

 

Tip: It is possible to import multiple relationships to a single item or many relationships to many items by creating duplicate cell combinations for those items. In this example, CP-REQ-10 will have 3 relationships created to it.

 

csv_1tomany

 

Prerequisites

A relationship import plugin must be configured and enabled.
A CSV must be generated with the correct parent and child field values.

 

Process

In Jama, select Project > Import > Custom Import.

 

import

 

This will open a pop-up window with settings to configure.

 

Select a destination: Select the location within your project for the Import Relationships Plugin. While destination is a required setting, it will not affect the import.

Select custom importer: Select the Import Relationships Plugin created by an org admin.

Field delimiter: Select Comma.

Optional encoding: Select UTF8.

Select file to import: Upload the CSV file containing the desired relationships.

 

plugin_settings

 

Attach your CSV file and select Import. You will see a notification at the top of your screen after the import is complete that says, "Success: X items imported."

 

import_success

 

Note: You may see the Success pop-up even if relationships were not successfully imported. Below are things to try if this happens.

Double-check that you are importing a file with the extension .csv.
Give Jama time to process the relationships. If you are importing more than 100 relationships, the update will not be instantaneous. It is recommended that relationships are imported in small batches no larger than 250 at a time.
Check that your parameters are written correctly, and are referencing the right API ID or Field.