Import from MS Excel

Import New Objects

To import new objects from MS Excel into an existing ReqView document follow these steps:

  1. In MS Excel rename column names to match IDs of ReqView attributes, e.g. “heading”, “text”, “status”, … No column shall be named id as ReqView assigns a unique IDs automatically for the new imported objects.

    Hierarchy of imported objects is determined by column named level which shall store level number as an integer. If level column is not provided then the objects are imported as a flat list.

    ExcelCSVImportData.png

  2. In MS Excel open Save As dialog and choose CSV (Comma delimited) file type.

    Note: All currently available Excel versions save files incorrectly in ANSI format even the opened file was in UTF-8 formatting with BOM header. To fix this issue open the CSV file exported from Excel in a text editor (Notepad++ , Sublime Text, …) and save it in UTF-8 with BOM. If you create a CSV file in other spreadsheet (e.g. Libre Office or Google Sheets) then you do not need to do this correction.

  3. Open a ReqView project and select a reference document object for placing the imported objects. Then choose from File > Import CSV menu whether you want to Import CSV Before, After or As Children of the selected object in the current document:

    ImportCSVFileMenu.png

  4. Choose the CSV file saved in Step 2.

Update Document

You can import new objects and update attributes or traceability links of existing ReqView document objects from a CSV file. For instance, you can update status of tests (failed or passed) or FMEA rating of project risks stored in an Excel table.

The CSV file should contain the heading row with following columns:

  • id - identifier of an existing document object; if it is empty then a new object is added at the document end
  • attribute ID - for each updated attribute, e.g. “status”
  • link type ID - for each traceability link type for which new outgoing links are imported

Example:

CSVUpdateFMEA.png

You can update the current document from a CSV file by File > Import > CSV File > Update Document menu.

Roundtrip Synchronization

Following example describes a workflow for exporting document into CSV, importing back changes and new objects from an updated CSV file and maintaining information about the source of imported objects (name of CSV file) and the import state:

  1. In the exported document create custom attribute importSource (string) storing to the name of the CSV file from which the object was initially imported and importState storing import state value, e.g. “New” for new objects.

  2. Export the document into CSV (File > Export > CSV File…) and provide it to a reviewer who can change existing objects or add new rows with empty id which will be imported as new objects.

  3. Import the updated CSV file back into the original ReqView document by File > Import > CSV File > Update Document… menu. New objects (without IDs) will be placed as a flat list at the end of the document and they will get automatically a unique ID.

  4. Change importSource attribute of the new objects to the name of the CSV file used for import. After you move each new object to the right place change value of importState attribute to “Acknowledged”. You can also select all the new objects and change value of custom attributes importSource and importState for all of them at once. The history contains change records for attributes importSource and importState providing more information who imported each new object, when and from which CSV file.

  5. You can mark unwanted new objects as deleted and purge them permanently from the document.

Updated for version 2.5.0