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R
ryan_yamamoto1-Visitor
1-Visitor
July 8, 2020
Question

Import excel file using Integrity 11.2

  • July 8, 2020
  • 1 reply
  • 8552 views

Is there a way to import excel files into a document, using Integrity 11.2.

 

We are looking for a feature that would allow creation of new line items and update any existing line items, if the Item ID matches

1 reply

L
LLawton16-Pearl
16-Pearl
July 9, 2020

Yes, it is possible and not too difficult.

I am attaching an example from a mapping file I use for Test Suites (on 11.2). Please note that most fields are our own custom fields that must be removed or replaced with your own. The basic ones (no "ALM" prefix!) are there.

Also note the use of "_" characters to replace spaces in field names on the Excel side, that's because of an Excel limitation.

The simplest way to test it is to create a Test Suite in Integrity with one Test Case, and import it in Excel using the "Get" function. You're prompted for the document ID.

You can then remove all the columns you don't want or reorganize them (another Excel limitation).

Any items with an "Item_ID" are updated when you synchronize, lines without a value are added to the document. I'm pretty sure the Type and Project are automatically set from the document, you don't have to set them in Excel.

I hope this helps.

R
ryan_yamamoto1-VisitorAuthor
1-Visitor
July 13, 2020

I have installed the Excel Integration, but not familiar with how to use this plugin still.  Where can I get some instructions on how to use this integration?

 

With the provided template, where does it go on the server?

L
LLawton16-Pearl
16-Pearl
July 13, 2020

The mapping file goes under "...\data\gateway\mappings" on the server. It could also go on the client, I believe.

The only useful documentation I have is from an old version ("IntegrationsUserGuide_Integrity_10_4.pdf"), I don't think PTC updates it anymore, at least I haven't found it. It still applies to 11.2.

I'm attaching it here.

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