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Jama Connect User Guide

Import items or test cases from Excel

Importing items or test cases from Excel to Jama Connect is called a one-way import. The process is handled by the Data Import Wizard, which guides you through the steps. The wizard recognizes .xls and .xlsx file types.

Important

You can create new items with a one-way import. If you need to update existing items or create new items in an existing set between items, use an Excel round trip.

  1. Open the Data Import Wizard: In the Explorer Tree, right-click the set or folder where you want to import new items, then select Import. Your file will be imported below the selected item.

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    The first page of the wizard opens with the Destination field pre-populated.

  2. Complete the Select Import File and Destination page, then click Next.

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    1. Click Choose File and select the Excel file you want to import. If the file type isn’t recognized, the import doesn't continue.

    2. (Optional) Encoding — Select UTF8.

  3. Complete the Choose Field Mappings for Import page, then click Next.

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    Excel Options — If your file has more than one worksheet, select the one you want to import, then enter the number for the header row. If a header row doesn't exist, select row 0, which populates the Mapping section with the Excel default column names.

    • Round trip/Update Options — For one-way import, leave these options unselected.

    • Field Mapping — Select the appropriate column from the worksheet for each field in Jama Connect where you want to import data. Select a mapping for Name and any required fields, as determined by the Admin configuration for the item type. Fields not required for the import don’t need to be mapped.

  4. On the Additional options page, indicate whether your worksheet uses cell color or indentation for hierarchy, then click Next.

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  5. If the fields were mapped successfully, you see a preview of your import. Click Submit to import all items.

    The Final Import Summary page confirms the total number of items imported.

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  6. (Optional) Import another worksheet or save the current mappings to use for future uploads.

    Note

    Field mappings are project-specific and can be used by any user in the project where the mappings are saved.

  7. Click Close.

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