You can now import artifacts into TeamForge
using the Excel/CSV tracker import function. Data from from both Excel and CSV files can be
imported.
- You must have Site Administrator permission or Tracker
Submit
and
Edit
permission to import artifacts from Excel/CSV files.
- The Excel/CSV template can be downloaded from the Import Artifact window.
- If you want to create new artifacts, the following tracker fields are absolutely
required while importing data from Excel/CSV files: Artifact ID, Title,
Priority, Status and Description. However, for updating an existing artifact, a
valid "Artifact ID" is all that's required along with the data for other fields,
which you may want to update.
- The tracker import function supports upto 500 rows of data in Excel/CSV
files.
-
Click TRACKERS from the Project
Home menu.
-
Select a tracker from the TRACKERS tab.
-
Click Import.
-
Click CHOOSE FILE. Browse and select the Excel/CSV file
that contains the artifacts to be imported.
Tip: You can select the SAVE IMPORT FILE AS
DOCUMENT check box if you want to have the imported
Excel/CSV file stored in DOCUMENTS for future use.
-
Click Import.
Limitations
It's
worth considering the following points while importing artifacts from Excel/CSV
files:
- The Excel/CSV tracker import function allows importing data for any existing
tracker fields even if the fields are disabled in the tracker.
- The Import button is not being localized on Chinese and
Korean locales.
- The import instructions on the Import Artifacts page is not
being localized on Chinese, Japanese and Korean locales.
- The Estimated Effort, Actual Effort, Remaining Effort, and Points fields can
take "0" or any positive integer as values.
- Leave the "Comment text" field empty in the Excel/CSV files if you intend to
create new artifacts.
- While it is expected that the "Priority" for an artifact can range from 0 and 5,
the Excel/CSV import function allows any value for the "Priority" field to be
imported. Make sure your Excel/CSV input file consists of "Priority" values
ranging from 0 and 5.