Importing Issues from Excel File
Introduction
You can import issues that are maintained in an Excel file. You can import bulk issues and start maintaining them in QMetry.
You can also import an Excel file with multiple sheets in one go.
The issues are imported in the same order that of those in the Excel file. If you want to import issues from Jira, then refer to Sync Requirements and Issues from Jira.
Note
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.
On integration of Jira with QMetry, the Issues module of QMetry will not be available.
Steps to Import Issues
To import issues from Excel, perform the following steps:
Download Template
Go to the Issues module.
Click on the cog icon on the toolbar and select Import.
It opens the QMetry Import wizard, showing the following three stages of import:
Upload Source File
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. Now try to import the newly created file.
The file name appears adjacent to the Choose File button.
Select XLS Sheet: All the sheets within the file are displayed in the drop-down. Select at least one sheet of the Excel file. Select the sheet that contains issues that you want to import and click Next.
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.
Click Next.
Step 2: Mapping the Fields
The fields in the Excel file are displayed under Sheet Field, and the 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: You can 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 the Summary exceeding 255 characters.
Removing Mapping Between Fields
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 mapping to avoid repeating the same steps when re-importing requirements with the same file format. Click the Save Map button and give your map a name.
Additional Mapping Options
Auto Map: 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 the logged-in user while importing issues. If there is a Map Name in 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 their other work.
Refer to the Notification Window for Import Progress for more details.