Importing Issues from Excel File

Introduction

 Overview

QMetry helps you import issues that are maintained in the Excel file. You can import bulk issues and start maintaining them in QMetry. The issues are imported in the same order that of in the Excel file.

Moreover, you can import an Excel file with multiple sheets in one go.

If you want to import issues from Jira, then refer to Sync Requirements and Issues from Jira.

Best Practice: To carry out the import process smoothly, it is recommended that the size of the file you upload should be a maximum of 10 MB.

Note: On integration of Jira with QMetry, the Issues module of QMetry will not be available.

Steps to Import Issues


 Read Steps...

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 import:

  1. Upload Source File
  2. Map Fields


Step 1: Upload Source File

Browse the file and upload it to import. Select at least one sheet of the Excel file and click Next.

Note: If you receive an “Invalid file” message while uploading the file, then open the file in Microsoft Excel and save the file as type “Excel Workbook” with a different name.

The file name appears adjacent to the Choose File button.

  • Select XLS Sheet: All the sheets that exist within the file are displayed on the drop-down. You can select multiple sheets to import. Select at least one sheet that contains issues that you want to import

→ Importing Multiple Sheets: While importing multiple sheets, the field columns for field mapping are selected from the first sheet. For a successful import, ensure all the sheets have the same columns and format.

  • Header Row: Mention the row number that is considered as a header row so 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 Fields

The fields in the Excel file are displayed under Sheet Field and fields in QMetry are displayed under 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 larger 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 mapping using the Save Map button and giving the map a name. The saved mapping is available to use the next time when you go for mapping the fields. Just select the mapping name and automatically mapping will be done based on the mapping criteria set in the selected mapping. It will apply 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 Name on the drop-down, then it shows the mapping currently applied.


Click Finish to start the import process.


After completing the import wizard process, the import will be scheduled. The Import Scheduled message will pop up and you can view the progress in the notification window on the application header.

This allows scheduled imports to run in the background and allows the user to continue with their other work.



Refer to Notification Window for Import Progress for more details.