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:
- 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. We suggest that file size limitation is 2MB.
The file name appears adjacent to the Choose File button.
- Header Row: Mention the row number that is considered as a header row so that all rows after that header row can be imported.
- Select XLS Sheet: All the sheets that exist within the file are displayed on 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.
QMetry allows blank column/header/sheet to upload because it is possible that an organization can have its first page containing name, logo or just intro instead of the actual issues itself.
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.
Removing mapping between fields
If you think that the mapping was not carried out properly, then you can remove mapping of fields one by one.
To remove a single field mapping, open the QMetry Field list and select "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 the 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.