Import backlog items

Import user stories, quality stories, and defects into your ALM Octane backlog from an MS Excel file.

Watch a slideshow overview of the import process!

Step 1: Prepare the import file

In an Excel (.xls or .xlsx) file, list the user stories, quality stories, and defects to import. If you exported this file from another tool, you must change the file according to the specifications described below.

ALM Octane supports importing Excel sheets from Microsoft Excel versions 2010 and higher.

Import file example. A template file is available to help you construct your import file. In the ALM Octane menu, click Import Backlog Items. In the Import dialog box, click View import file example to download the example Excel file.

To prepare the import file:

  1. In an Excel file, create a separate named tab for each item type to import: User stories, Quality stories, and Defects.

    You only need to create tabs for the item types you want to import.

  2. In Row 1 of the sheet, add a header row for the fields whose values you want to import. See the tables below for a list of possible fields. The mandatory fields required for a successful import are noted.

    Note:  

    • The values described in the tables below are the default system values. Your ALM Octane workspace may use different values depending on the workspace configuration.

    • Localization: You must use the English field names, even if your UI is in a different language.

  3. On separate rows, enter field values for each user story, quality story, and defect to import.

    Each entity in ALM Octane has required fields, as determined by the entity form settings. If you do not enter values for all the required fields of an entity, ALM Octane imports the entity in Draft status. After the import, open these items and fill in values for all required fields.

    Tip: Use the Is Draft column to find items in Draft status.

    Localization: If your user language is set to another language, use localized values in the Excel sheet.

    By default, you can import up to 1000 backlog items in a single import. If you have more, prepare other Excel files to import all the items.

    If you want to import more than 1000 backlog items, have your site admin set the IMPORT_WORK_ITEMS_FUSE configuration parameter to the necessary number. For details, see IMPORT_WORK_ITEMS_FUSE .

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Step 2: Import backlog items

  1. In the ALM Octane menu, click Import Backlog Items.

  2. In the dialog box, click Browse and navigate to the folder with the Excel file.

    When you click Import, ALM Octane performs a validation to check correct formatting of the Excel file and that you have not imported the same file before.

    ALM Octane does not support updating Backlog items via import. You can import each Excel file only once.

    When ALM Octane finishes the validation:

    If there are errors

    ALM Octane displays a report of the validation with the sheet and line of the error.

    At the bottom of the error report, click the Export to Excel link to save the error report.

    Fix the errors and try the import again.

    If there are no errors The import begins.

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