Rally Software

  • 1.  Import/Export using excel plugin

    Posted Dec 18, 2018 12:37 PM

    Hi,

    I am trying to use the import/export feature via excel plugin. While doing export, user gets an option to select workspace, where-in he is able to select folder. There is a drop down list with all the folders available. On the contrary when doing import there is only 1 folder selection. 

    Why is that so?? 

     

    Am I missing something??

     

    Thanks,



  • 2.  Re: Import/Export using excel plugin

    Posted Dec 18, 2018 12:53 PM

    Amit,

    As part of the import process, you have to add the Project column in your excel worksheet for the data you wish to load and for each row of artifacts (e.g. user stories), you tell which Project you want it loaded into.



  • 3.  Re: Import/Export using excel plugin

    Broadcom Employee
    Posted Dec 19, 2018 01:45 AM

    Hi Amit,

     

    If you using Excel add-in 2.4.4 to import your data. After you click button "Import to CA Agile Central", you should able to select the workspace and the work item type. And you should also see Validate button. Please click it the tool will auto check the what columns are you missing. Just like the Project and also some required fields.

     

     

    If you are using Excel add-in beta New Excel Plugin - Open Beta 

    After you connect to the Agile central and go the import session. You should see the columns you need to ready. 

     

    I hope this help.

     

    ZhaoKun