Import from MS Excel

Import New Objects

Import a table of requirements with the values of custom attributes from MS Excel into an existing ReqView document using the CSV file format.

Follow these steps:

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

    The hierarchy of imported objects is determined by column named “level” which stores level numbers as an integer. If the level column is not provided, then the objects are imported as a flat list.

    Example:

    ExcelCSVImportData.png

  2. In MS Excel, open Save As dialog and select CSV UTF-8 (Comma delimited) (*.csv) file type.

    Issue: Excel 2016 and older versions only have CSV (Comma delimited) (*.csv) (without UTF-8) file type available, which incorrectly saves files in ANSI format. Using it will result in corruption of all non-English characters.

    Solution: Choose Unicode Text (*.txt) as the file type instead. This option handles all languages correctly and can be imported into ReqView in the same way as CSV.

  3. Open a ReqView project and select a reference document object to place the imported objects. Then click File, mouseover Import, mouseover CSV File, and select whether you want to import new objects Before, After or As Children of the selected object:

    ImportCSVFileMenu.png

  4. Choose the CSV (or TXT) file that you saved in Step 2.

Update Documents

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

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

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

Example:

CSVUpdateFMEA.png

To update the current document from a CSV file, click File, mouseover Import, mouseover CSV File, and select Update Document.

Roundtrip Synchronization

The following example describes the workflow for exporting documents 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.

Follow these steps:

  1. In the exported document create a 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 (for example “New” for new objects).

  2. Export the document into CSV. Click File, mouseover Import, and mouseover CSV File. Provide it to a reviewer who can change existing objects or add new rows with empty ids which will be imported as new objects.

  3. To import the updated CSV file back into the original ReqView document, click File, mouseover Import, mouseover CSV File, and select Update Document. New objects (without IDs) will be placed as a flat list at the end of the document and they will automatically get a unique ID.

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

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

Updated for version 2.6.2