Adding New Items Using Excel
You can add new items in Excel by adding a new row. The ID field and column of the new data must be left empty.
During the import, new rows will appear marked by a NEW badge
Handling Multiple-Choice Fields During Excel Import When ID Is Not Mapped
When a multiple choice field is present and the ID column is not mapped, Codebeamer merges multiple Excel rows and imports them into a single tracker item if they have the same summary or the same summary and description. For more details, refer to the following example:
You import Excel data with the following mapping:
Row | Summary | Description | Test choice custom field |
|---|---|---|---|
1 | Summary1 | String1 | AA |
2 | Summary2 | String1 | AA,BB |
3 | Summary1 | String1 | BB |
4 | Summary3 | String1 | BB |
5 | Summary1 | String2 | BB |
Codebeamer creates the following new tracker items:
Summary | Description | Test choice custom field |
|---|---|---|
Summary1 | String1 | AA,BB |
Summary2 | String1 | AA,BB |
Summary3 | String1 | BB |
Summary1 | String2 | BB |
The Excel import process does the following:
• It merges the rows 1 and 3 into one row because they have the same summary and description.
• It merges the values of the choice fields on row 1 (AA) and 3 (BB) into AA,BB because they have the same summary and description.
• It does not merge row 5 with row 1 and 3 because it has the same summary but a different description.