{"id":4835,"date":"2013-10-05T02:21:02","date_gmt":"2013-10-05T09:21:02","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=4835"},"modified":"2017-11-30T21:52:59","modified_gmt":"2017-12-01T05:52:59","slug":"how-do-i-import-requirements-from-excel","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/4835\/how-do-i-import-requirements-from-excel\/","title":{"rendered":"How do I import Requirements from Excel"},"content":{"rendered":"<div>\t\t\t\t\t\t\t\t\t\t\t<!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><i>TopTeam Desktop App <\/i>enables you to import tabular data into the repository.<\/p>\n<p>You can import from the following file formats:<\/p>\n<ul>\n<li>Microsoft Excel (<i>*.xls, *.xlsx<\/i>)<\/li>\n<li>Comma separated values (<i>*.csv<\/i>)<\/li>\n<li>Text (<i>*.txt<\/i>)<\/li>\n<li>Microsoft Word Tabular format (<i>*.doc<\/i>)<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Open the Import Requirements from File (Excel etc)&#8230; Wizard<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36728-media_1380880126181.png\" width=\"800\" height=\"506\" alt=\"wpid36728-media_1380880126181.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. The Import Requirements from file Wizard opens<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36729-media_1380880458880.png\" width=\"800\" height=\"643\" alt=\"wpid36729-media_1380880458880.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Select the Excel file from which you want to import Requirements<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36730-media_1380880888988.png\" width=\"800\" height=\"643\" alt=\"wpid36730-media_1380880888988.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Specify the Worksheet from which you want to import Requirements<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36742-media_1380881272027.png\" width=\"800\" height=\"644\" alt=\"wpid36742-media_1380881272027.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE:<\/strong> By default, data from the first worksheet displayed in the data file will be imported if a worksheet is not specified.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Specify the row number that contains Field\/Column names<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36737-media_1380882198846.png\" width=\"800\" height=\"644\" alt=\"wpid36737-media_1380882198846.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE:<\/strong><\/p>\n<ul>\n<li>By default, the first row is expected to contain Field\/Column names.<\/li>\n<li>If there are merged rows or columns, the first merged cell value is considered.<\/li>\n<li>If there are multiple columns with the same name, only the first column value is considered.<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. You can specify the range of rows from which you want to import Requirements<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36738-media_1380882367060.png\" width=\"800\" height=\"644\" alt=\"wpid36738-media_1380882367060.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Preview the records that are to be imported<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36739-media_1380882401645.png\" width=\"800\" height=\"644\" alt=\"wpid36739-media_1380882401645.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 8. Specify whether or not the file has a Record Type column<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36731-media_1380882438621.png\" width=\"800\" height=\"643\" alt=\"wpid36731-media_1380882438621.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 9. Select a Requirement Type for the imported Requirements<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36740-media_1380882878286.png\" width=\"800\" height=\"644\" alt=\"wpid36740-media_1380882878286.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 10. Specify the mapping between Requirement Type fields and Data File fields<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36732-media_1380882956867.png\" width=\"800\" height=\"643\" alt=\"wpid36732-media_1380882956867.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE:<\/strong>  If you do not want to import a field, leave its corresponding mapping field empty.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 11. Specify what action should be performed when a missing value is detected for a &quot;List&quot; type field<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36733-media_1380883649698.png\" width=\"800\" height=\"643\" alt=\"wpid36733-media_1380883649698.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 12. Specify columns to indicate hierarchy of records<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36734-media_1380883700434.png\" width=\"800\" height=\"643\" alt=\"wpid36734-media_1380883700434.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 13. Select the Project and Requirements Document into which you want to import Requirements<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36735-media_1380883724760.png\" width=\"800\" height=\"643\" alt=\"wpid36735-media_1380883724760.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 14. View Action Summary and click Import<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36741-media_1380883753377.png\" width=\"800\" height=\"644\" alt=\"wpid36741-media_1380883753377.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 15. Click Finish to complete the import process<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36736-media_1380884291336.png\" width=\"800\" height=\"643\" alt=\"wpid36736-media_1380884291336.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Requirements are imported into the selected Requirements Document<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/11\/wpid36727-media_1380884368831.png\" width=\"782\" height=\"608\" alt=\"wpid36727-media_1380884368831.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/4869\/how-do-i-import-requirements-from-my-word-document\/\" target=\"_blank\">How do I import Requirements from my Word Document<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: July 21st, 2017<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Overview TopTeam Desktop App enables you to import tabular data into the repository. You can import from the following file formats: Microsoft Excel (*.xls, *.xlsx) Comma separated values (*.csv) Text (*.txt) Microsoft Word Tabular format (*.doc) Who should read this? TopTeam Users Step 1. Open the Import Requirements from File (Excel etc)&#8230; Wizard Step 2. The Import Requirements from file Wizard opens Step 3. Select the Excel file from which you want to import Requirements Step 4. Specify the Worksheet from which you want to import Requirements NOTE: By default, data from the first worksheet displayed in the data file <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[33],"tags":[167,46,286],"class_list":["post-4835","post","type-post","status-publish","format-standard","hentry","category-requirements","tag-excel","tag-import","tag-requirements"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1fZ","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/4835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=4835"}],"version-history":[{"count":18,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/4835\/revisions"}],"predecessor-version":[{"id":36760,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/4835\/revisions\/36760"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=4835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=4835"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=4835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}