Import Extendable Entities

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Items created via our Solutions are called Extendable Domain (ExD) items. They are not always available in system by default but may be added after installing specific Solutions. Examples of ExD items are OKRs, Retrospectives, Iteration goals and other entities. This article describes how to perform the import from CSV files. Here's how the typical CSV file with list Iteration goals looks like being opened in a spreadsheet editor: csv file with list iteration

Note: Files in CSV (Comma-separated values) format are commonly used to transfer data between spreadsheet editors (such as Microsoft Excel, OpenOffice, LibreOffice, Google Sheets) and other software systems and tools.

Supported Fields and Formats

Here’s the list of the fields that can be mapped as columns during import:

Name Required Format Notes
ID   123  
Name Yes Test  
Entity Type   Retrospective, IterationGoal, etc  
Description   String  
Tags   Development  
State   In Progress  
Team ID/Team name   123/team name  
Program Increment ID   123  
Team Iteration ID   123  
Owner/Creator   User name  
Create date   dd-mm-yyyy  
Plannedstart date   dd-mm-yyyy  
PlannedEnd date   dd-mm-yyyy  
Start Date   dd-mm-yyyy  
Custom Fields   Custom field values One column per each field.
Note: From TI and PI, when we import it by names, in system we have many PI, TI with same name and so it takes only one name into account. So, at the end of the import, we get an error stating that there are many PI but only one got used. In order to avoid the error, use IDs for Program Increment and Team Iteration. But in both the cases the import is successful, and the output is the same.

How to perform the Import

  • Upload CSV file with Users, data on the Settings --> Import page. Then customize settings and map columns.

Settings for import:

import page

map csv columns

perform import page

import

Before you add Iteration goals, please make sure that the required solutions are installed from the solutions library.

Import from CSV files is one of the possible ways to create Iteration Goal.

You can also create using Quick Add button on top left corner.

create iteration goal using quick add

You can also create using Add button from views.

clicking add button

Importing other Extendable entities:

The import procedure for other extendable entities is the same. The entity type would be automatically mapped with the data provided in the excel sheet with reference to the Entity Type column.