Rally’s import and export features make it easy to share your Rally data with colleagues and with other applications.
If you’re a Microsoft Excel user, consider using the special add-on for Excel.
Check the Rally Help for installation instructions.
Otherwise, use Rally’s native import and export
features to upload and download data using files with comma-separated values,
also known as .CSV files.
User Stories, Defects, Portfolio Items
Tasks, and Test Cases may all be imported
using formats provided in sample templates.
These work items, as well as other types of views, may be exported in two different ways,
which we’ll review shortly.
Let’s begin with importing work items.
The Import command is available on most pages where you see the share icon.
You may also import work items from certain apps.
Each Work Item has a specific template that provides the correct field names and format.
Download the template to help you format your CSV file correctly.
This is an example of a default template for User Stories in this Workspace.
If your Workspace administrator has created custom or required fields,
they'll be included in the template.
Data must be provided for all required fields.
Required fields are marked with a red asterisk in the detail editor for the Work Item.
Here is an example of a .CSV file with User Story data ready to be imported.
Choose the .CSV file with the data you want to import,
specify the encoding you're using,
then select Import.
After the file is verified, your new Work Items will show in the list.
The Import feature does not have the ability to update, edit, or change existing Work Items.
Exporting data, changing the contents,
then attempting to re-import
will always generate a new set of Work Items.
Now let's look at exporting data.
There are two options to do this
from most pages with a list view,
and I'll explain both.
The Download CSV of this View option,
exports only the fields and data that are displayed on your view.
Create a custom view, filter, or sort
to arrange your data as desired.
Now let’s export.
The .CSV format matches the view.
You’ll notice that the export does not include children of the work items
even if you expand the feature to display them.
The Download CSV With More Columns option
enables you to add fields to your export that are not in view.
This is handy when you’d like to download an expanded number of
fields that would be too many to show in your view.
Let’s add some additional fields to the export, without changing the view.
You’ll see the additional fields added to the exported data.
Additional options for exporting data and charts
may also be available from some reports and apps.
Congratulations! Now you understand how to import and export data in Rally.
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