Mapping Your Data

You can manually map ALM fields to worksheet columns, or the Microsoft Excel Add-in can automatically map them.

To map your data:

  1. Select the cells in your Excel worksheet that contain the data that you want to upload. Do not include the column headings row in your selection.
  2. Click Mapping. The Field Mapping dialog box opens.

  3. Click Open to open the file explorer to search for existing mapping files to use for mapping your Excel data. The file contains the entity type and the field mapping to use.
  4. Select the entity type (Requirements, Defects, or Tests) to which you are mapping your data. The ALM fields for the selected entity type appear in the lower left pane. The required fields appear in red in the lower right pane.

    Note: If you select Requirements, you can apply a requirement type to assign to all requirements you are uploading.

  5. Map your Excel columns to the ALM fields:

    • Manually. Move the non-required ALM fields to which you want to map from the left pane to the right pane, and then enter the Excel column letter that corresponds to each ALM field.

    • Automatically. Click Auto-map and enter the column headings row number.

      Note: The column headings must exactly match the ALM field names.

  6. Unselect Add ALM field label as header to Excel if you do not want to create a header row in Excel.

    Note: If you click Auto-map, you will be prompted to unselect Add ALM field label as header to Excel.

  7. Click Save if you want to save your field mapping for future use.

  8. Click OK to apply your mapping to your Excel worksheet.

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