Prepare Excel document for import

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Prepare Excel document for import

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Please keep these points in mind as you prepare to import your data into Jama, and you will avoid common errors.

Header Row

Required fields such as Name, Description, and Status must be listed horizontally at the top of the spreadsheet, with qualifying information below them. To include custom fields in your import, list them the same way. The worksheet should contain only one row of column headers and the corresponding data below it. If you don't want to use column headers, the import will automatically number your columns from left to right, starting with the number one.
Note: Header rows work differently when importing Test Cases.


Keep in mind that Jama imports only one Excel worksheet at a time. You will be able to select which worksheet you are importing during import. If your Excel document has several worksheets, you will need to import them separately.

Jama will also ask you to select the Excel row number that corresponds to the field names in Jama. Jama uses the corresponding columns in this row to map to field values in Jama. If a heading row does not exist, users can select row "0" which will populate the Mapping section with the Excel default column names.


Pick Lists

When entering information into a field that is a pick list (such as Priority), be sure to exclusively use options from that pick list. Values in the spreadsheet that you want to map to pick lists in Jama must EXACTLY match the valued displayed in that pick list. Use the Excel filter to filter pick list columns and make sure that the values in the spreadsheet match the targeted pick list in Jama. This is a quick way to identify any pick list options that got misspelled or items that are missing a value.


Entering options that are not in the pick list will result in blank entries upon import, as shown in this example with the value of "Fun".



CSV imports

Jama imports spreadsheet data that you saved as comma-separated values or in CSV format. Commas are the most common delimitation character used to save spreadsheet data, but Jama also supports these options:


Tips before you import

The CSV import does not create folders or hierarchy. If you want to import a large number of documents this way, it may be a good idea to create a temporary set in Jama with the same item type as the targeted set. This allows easy identification of imported items.
For complex imports like round-trip data, consider creating a baseline first, in case you need to restore old data.
Add an entry of "Imported" to a pick list within the targeted set's item type. This gives you an easy way to filter for newly imported items. Just filter for the pick list value "Imported."

Special tips for round-trip

When using round-trip for several projects, be sure you are clear which project you are making changes to because Jama will overwrite data with your changes once it is imported.
To use the Update items option, the spreadsheet MUST have been created by Jama using a properly configured Excel template. Excel documents missing the required Jama data will trigger the following error.