Work Item: More Actions

IMPORT WORK ITEMS TO ORCANOS

First, you need to prepare a CSV file for import. Use this article to perform that: set up your file for import

Note: You must have a file ready in order to define a new import setup

After you’ve prepared your file for import, log in to your Orcanos account and use the Orcanos Work Items Import Builder to upload the file.

Follow these steps to upload your work items to Orcanos

• Select “Work Items” option from the main menu
• On the left pane, select the work item you wish to import (For example, Software Requirement)
• From the “More Actions” menu (3 dots on the right side), Select Import -> New Import Setup.
• The Import Setup screen opens. Fill the following attributes:

Name – Unique name to the import setup

                        User can define multiple import setup(s) for the same work item.

                        Leave Import Name Blank if you don’t want to save and store the setup for future use.

Data source type – select CSV file

Data Source – choose the file from your computer

Work Item -automatically selected based on the item you have selected

Unique Identifier – Orcanos ID – automatically selected

               Import from External System – Checkbox

If selected, the expected External Unique Identifier should not be an existing ID in Orcanos. Use the unique row identifier you have created when preparing the file.

If not selected, the expected External Unique Identifier should be an existing ID in Orcanos. This is usually a CSV that was exported from Orcanos, gone through some manipulations, and now you can sync the changes back to Orcanos DB

External Unique Identifier – the unique identifier from the CSV file – see above.

• Click Next to proceed to the Import Mapping Fields step and align the columns in your file with the corresponding attributes in your Work Item.
  • The right side shows the Orcanos Work item attributes.
  • The left side allows you to select a field from the import file and match it to the Orcanos work item field.

Note: Ensure that the values of fields in the CSV file match those in the corresponding field in Orcanos, if it’s a Combo box or multi select type field.

For example:

Status column in Excel contains New, Approved.

So, Status in Orcanos must have these 2 values EXACTLY, otherwise it will generate error when migrating.

If it appears as Approve for example, the record will be colored in red with error message and the row cannot be imported.

• Click Save to save the import setup or Save & Import to save setup and import the data

Note: Data is imported into a temp environment, and in order to add it to Orcanos database, you would need to add each record, or a bulk of records

HANDLING IMPORTED DATA IN TEMP ENVIRONMENT

Once data is imported into the temp environment, you can decide for each record if to add or update existing as follows:

Import limit is 1000 records per page.

Actions column: Allows you to select the desired action: Add, Update, Discard

•   When you click import, the system checks if the item is already imported using the unique identifier setup in the CSV file, in our case the field ID. In this example, ID 1 and 2 were already imported before, so the system will show the update icon.

The updated fields are shown in red, if the data has changed, and also in the comment column.

Orcanos Key shows the related Orcanos Work Item Hyperlink if the item already exists in Orcanos.

• If it’s a new item (ID wasn’t imported yet to Orcanos) – the user can click Add to add the new item.
• Discard this item (on the next import the system will recognize that this specific ID in CSV file was discarded) and it appears to be in Orange color

Parent – If you wish to add the item under a specific parent – put the parent ID. If empty – item is added to the pool (backlog) means it is not shown in the Product tree.

Error – If any error occurs it is shown in the Error column.

Last Action – shows the last action selected in the previous import (NEW, UPDATE, DISCARD)