How to import artifacts from Microsoft Excel

Repository

Overview

TopTeam allows you to import artifacts from Microsoft Excel (*.xls, *.xlsx) into the repository.

A wizard to import from Excel allows you to import artifacts along with the following field types:

  • Rich Text type fields such as Description.
  • List type fields such as MosCoW.
  • Text type fields such as Name, Owner, Rationale, Source, Ref. ID and Verification Method.

TopTeam also supports import of artifacts from the following file formats:

In this article, you’ll learn how to import artifacts from Microsoft Excel.

    Web App

    Step 1: Hover over the Administration icon and select System Administration

    Step 2. Click Import/Export Records

    On the Administration page, scroll down and click Import/Export Records.

    Step 3. Click Import Records from Excel

    Step 4. Select Package where you want to import artifacts

    Step 5. The Import Records wizard starts

    Step 6. Select the Excel file from which you want to import artifacts

    Step 7. Specify the Excel worksheet from which you want to import artifacts

    NOTE: By default, data from the first worksheet displayed in the data file will be imported if a worksheet is not specified.

    Step 8. Specify the row number that contains Field/Column names


    NOTE:

    • By default, the first row is expected to contain Field/Column names.
    • If there are merged rows or columns, the first merged cell value is considered.
    • If there are multiple columns with the same name, only the first column value is considered.

    Step 9. Map File fields to the selected Record Type Fields

    NOTE: If you do not want to import a field, leave its corresponding mapping field empty.

    Step 10. Specify whether the Excel file has hierarchical data

    Step 11. View Action Summary and click Import

    Step 12. Click Finish to complete the import process

    The selected artifacts have been imported and displayed under the selected Package


    Note that the text in the rich text fields is imported as plain text and not rich text.

    Desktop App

    Step 1. Open Repository explorer and select a Package under which you want to import artifacts

    To learn what is a package, click here.

    You can also start this wizard from the following:

    • Project’s toolbar
    • Folder toolbar

    The imported artifacts will display under the selected location from where you start this wizard.

    Step 2. Welcome to the Records Import / Synchronization Wizard opens

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd0e471c1.PNG

    Step 3. Select the Excel file from which you want to import artifacts

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd0ea5ad7.PNG

    Step 4. Specify the Excel worksheet from which you want to import artifacts

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd136493c.PNG

    NOTE: By default, data from the first worksheet displayed in the data file will be imported if a worksheet is not specified.

    Step 5. Specify the row number that contains Field/Column names

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd1377155.PNG

    NOTE:

    • By default, the first row is expected to contain Field/Column names.
    • If there are merged rows or columns, the first merged cell value is considered.
    • If there are multiple columns with the same name, only the first column value is considered.

    Step 6. You can specify the range of rows from which you want to import artifacts

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd1396f24.PNG

    Step 7. Preview the records that are to be imported

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd13b50bb.PNG

    Step 8. Select a Record Type for the imported artifacts

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd13e006a.PNG

    Step 9. Map Data File Columns to the selected Record Type Fields

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd1455fd8.PNG

    NOTE: If you do not want to import a field, leave its corresponding mapping field empty.

    Step 10. Specify what action should be performed when a missing value is detected for a “List” type field

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd14936f5.PNG

    Step 11. View Action Summary and click Import

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTML8b995a8b.PNG

    Step 12. Click Finish to complete the import process

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd151006b.PNG

    The selected artifacts have been imported and displayed under the selected Package

    C:\Users\NOVATE~1\AppData\Local\Temp\SNAGHTMLd15559c0.PNG

    Note that the text in the rich text fields is imported as plain text and not rich text.

    Related Articles

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    How to import artifacts from Word document using XML file

    See Also

    How to edit artifacts

    How to arrange artifacts

    Revised: September 21st, 2024