1. Go to the Issues module.
2. Click on the cog icon on the toolbar and select Import.
It opens QMetry Import wizard showing the following three stages of impo=
rt:
- Upload Source File
- Map Fields
Step 1: Upload Source Fi=
le
Browse the file and upload it to import. Select at least one sheet of th=
e Excel file and click Next.
Note: If you receive an =E2=80=9CInvalid file=E2=80=9D message while u=
ploading the file, then open the file in Microsoft Excel and save the file =
as type =E2=80=9CExcel Workbook=E2=80=9D with a different name.
The file name appears adjacent to the Choose File butto=
n.
- Select XLS Sheet: All the sheets that exist within the file are display=
ed on the drop-down. You can select multiple sheets to import. Select at le=
ast one sheet that contains issues that you want to import
=E2=86=92 Importing Multiple Sheets: Whil=
e importing multiple sheets, the field columns for field mapping are select=
ed from the first sheet. For a successful import, ensure all the sheets hav=
e the same columns and format.
- Header Row: Mention the row number that is considered as a header row s=
o that all rows after that header row can be imported. The mentioned Header=
Row will be applicable to all the selected sheets.
Click Next.
Step 2: Mapping the Fiel=
ds
The fields in the Excel file are displaye=
d under Sheet Field and fields in QMetry are displayed und=
er QMetry Field.
Map the fields from Excel and QMetry one by one. Fields mandatory to map=
are displayed in red color.
Import with Warning: The option allows users to import =
issues with a Summary that exceeds 255 characters by truncating the Summary=
to 255 characters. Select the check box to import issues even with a large=
r Summary. If the check box is not selected, the entire import will fail if=
there are issues with Summary exceeding 255 characters.
Removing mapping between fields
If you think that the mapping was not carried out properly, then you can=
remove the mapping of fields one by one.
To remove a single field mapping, open the QMetry Field list and select =
the "Select QMetry Field" option on it.
Step 3: Save Mapping
Before moving on save your map so that if=
you ever need to re-import more issues using the same file format you can =
avoid replication of the same mapping process. You can save the field mappi=
ng using the Save Map button and giving the map a name. Th=
e saved mapping is available to use the next time when you go for mapping t=
he fields. Just select the mapping name and automatically mapping will be d=
one based on the mapping criteria set in the selected mapping. It will appl=
y the same mapping as you did.
Additional Mapping Options
- Auto Map: This option maps the system and custom =
fields automatically by using keywords in the header names.
- All Mappings: The drop down lists out all the mappings=
saved by logged in user while importing issues. If there is a Map Nam=
e on the drop-down, then it shows the mapping currently applied.
Click Finish to start the import process.<=
/p>
After completing the import wizard proces=
s, the import will be scheduled. The Import Scheduled message will pop up a=
nd you can view the progress in the notification window on the application =
header.
This allows scheduled imports to run in t=
he background and allows the user to continue with their other work.
Refer to Notification Window for Import Progressfor more details.<=
/p>