Jama Connect User Guide

Jama Connect to Excel round trip 

With a round trip, you can batch edit multiple items in Jama Connect. Export the Jama Connect items you want to edit to Excel, then make your changes in the spreadsheet. Finally, import the edited document back into Jama Connect, where you see the updated changes to the items.

Round trip requires you to re-import Excel documents created by Jama Connect using an Excel template. When the system identifies items that originated in Jama Connect, it updates your items according to the conflict rule set at the time of the import.

  1. In List View, select the folder, filter, or set to be exported to Excel. You can also select multiple items individually. Only the columns shown in List View are exported, so be sure to display all columns that need to be included.

    Note

    Excel has a cell character limitation. When exporting Rich Text fields, a field that exceeds the limit is truncated on export, which impacts the data that’s imported to Jama Connect using Round Trip.

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

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  3. This opens a pop-up window. Select Excel Export for Roundtrip from the menu on the left, then select Run.

    Note

    Rich text fields can often create difficulties in Excel and must not be used for round trip.

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

    excelrtrepornewer.png

    Note

    Columns A-E are hidden. These columns contain the fields that Jama Connect requires to update existing items.

  5. Make updates to the exported Excel document. In this example, we are changing the names of three test cases. Clearing a field's value in the spreadsheet also clears the field's value once the data is imported back into Jama Connect.

    excelrtreditednewer.png

    Note

    If a field is based on a pick list in Jama Connect, the pick list is exported as well. This helps ensure that valid data is entered before re-importing to Jama Connect.

  6. You can also add new items to the Excel document that are added as new items in Jama Connect when you import it again. If you add an item to your round-trip document, it appears at the bottom of the set or folder you decide to import to. You can add only 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 can be left blank.

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  7. Save the document and import the document into Jama Connect, keeping in mind the following tips:

    • Make sure all updated fields are mapped correctly, otherwise the import fails.

    • Under Excel Options, set Header Rows to 2 because the Jama Connect Excel Export Report defaults to mapping a Header Row in row 2.

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

      excelimportroundtripoptions.png
    • Columns aren't resizable by default because the document is protected to preserve the hidden columns Jama Connect needs to match up items on import. If you need to resize columns, select Review and unprotect the document.

    • Import the document to the location where you want to place new items added to Jama Connect.

    • Copying or filling complete rows copies the hidden text that Jama Connect uses to match up columns on import. Copy only cells, not complete rows, to be sure you don't copy information you don't want. If extra information like this isn't removed, the import might 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 Connect will include HTML in Excel, so the formatting is preserved when the items are re-imported. This depends on the field's configuration, which can be set as a text box or as rich text. Fields set as text box are displayed as plain text.

      importexcelhtml.png

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    • You can't manually update IDs or add new IDs. These are ignored on import.

    • You can't update a pre-existing Jama Connect item hierarchy by applying cell indenting, cell coloring, or changing values in the default hidden columns. Also, items added to the spreadsheet that aren't in Jama Connect can't use the hierarchy options.

    Important

    You can only create new items with Excel round-trip import by copying or adding individual cells.