Import and Export Data

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You can import data into Rally or export data from Rally into another application.

Import data

Import data from other products into Rally using a comma separated value (CSV) formatted file. From each summary page in Rally, you can choose an Import option from the Actions drop-down to launch an import wizard.

Page Menu option
Backlog Import User Stories
User Stories Import User Stories
Iteration Status Import User Stories
Import Tasks
Portfolio Items (Requires Rally Portfolio Manager) Import Portfolio Items
Tasks Import Tasks
Defects Import
Test Cases (Requires Rally Quality Manager) Import Test Cases

When importing data, be sure to consider the following:


Note:

  • Eliminate duplicate work items prior to importing; if you have duplicate work items in your CSV file, you will have to manually fix them
  • You cannot update existing work items with the import function; new work items are created, causing duplicates
  • You cannot import associations between work items, such as parent-child story relationships
  • You cannot import test case steps
  • The schedule state of a task you import can update the state of the user story or defect it is associated to
  • For advanced imports including relationships, see Rally Add-in for Excel

To import a CSV file:

  1. From the summary page you need to import work items from, select Actions → Import.
  2. On the Import pop-up, verify your CSV file is correctly formatted by clicking the hyperlinked import template.
    The header columns in these templates must be exactly reproduced in your CSV file for successful import. Each template can be modified for your import.
  3. Click Browse to locate your CSV file.
  4. Select your file and click Open.
  5. Optionally, click the advanced hyperlink to specify your character encoding.
  6. Click Import and your data is imported and displayed at the end of the summary view.

Caution: If drag-and-drop ranking is enabled and you attempt to export a view and re-rank your data outside of Rally, your export will reflect a page order rather than a rank number. Upon importing the data, your new page order will be preserved; however, the imported work items will be appended to the end of the view. Existing work items are not overwritten, but instead are treated as new work items.

Data is added to the top of the summary view.

If the path to your import file location is 256 characters or greater and your operating system is Microsoft Windows, your file cannot be imported. This is a limitation of Windows.

If your administrator has marked some fields as required, you must provide values for those columns in the CSV file.

Any custom values or custom fields you have added to a work item are included in the related data import template. Standard fields are listed first, followed by custom fields.

Importing a file that has been exported from the parent project will only import into the current project. It will not import into multiple projects.

Data import specifications

Different work items offer different levels of data import. Use the following table to guide you when importing work items.

Note: If you are attempting to import test cases that contain multiple test steps, we recommend that you use the Rally Add-in for Excel.
Import Imported Fields Field-Level Specifications
User stories
Name Limited to 256 characters
Description Limited to 32K (imported through a CSV file)
Package 
Risk 
Backlog State 
Backlog Rank 
Owner 
Notes 
Defect
Name Limited to 256 characters
Description Limited to 32K (imported through a CSV file)
State Valid values are: Open, Closed, Submitted, Fixed
Package 
Severity Valid values are: Crash/Data Loss, Major Problem, Minor Problem, Cosmetic, None
Submitted By 
Environment Valid values are: Production, Test, Development
Found in Build Maximum length of 128 characters
Priority Valid values are: Resolve Immediately, High Attention, Normal, Low, None
Owner 
Affects Doc T/F 
Release Notes T/F 
Target Date 
Target Build 
Fixed in Build Maximum length of 128 characters
Resolution Valid values are: Architecture, Code Change, Configuration Change, Database Change, Duplicate, Need More Information, Not a Defect, Software Limitation, User Interface
Verified in Build Maximum length of 128 characters
Notes 
Task
Name Limited to 256 characters
Description Limited to 32K (imported through a CSV file)
Work Product Required field; enter the FormattedID of the associated work item (ex, US123 or DE456)
State  
Owner  
Estimate 
To Do 
Blocked
T/F
 
Ready
T/F
 
Blocked Reason Limited to 256 characters
PackageValid values are determined by their values in configuration for the current workspace
Notes 
Actuals  
Test case
Name Limited to 256 characters
Description Limited to 32K (imported through a CSV file)
Notes 
Owner 
Test Folder Parent folder of the test case (ex, TF123)
Work Product Enter the FormattedID of the associated work item (ex, US123 or DE456)
Objective Maximum of 2k (text only)
Type Valid values are determined by the test case type values in configuration for the current workspace
Method - Manual/Automated Valid values are Manual and Automated (case-sensitive)
PriorityValid values are determined by their values in configuration for the current workspace
RiskValid values are determined by their values in configuration for the current workspace
PackageValid values are determined by their values in configuration for the current workspace
Last Verdict Valid values are determined by their values in configuration for the current workspace; if Last Verdict, Last Build, and Last Run are contained in the CSV import file, a test case result is created for the test case
Last Build For the test case result, limited to 128 characters; if Last Verdict, Last Build, and Last Run are contained in the CSV import file, a test case Result is created for the test case
Last Run Must be a valid date formatted as mm/dd/yyyy; if Last Verdict, Last Build, and Last Run are contained in the CSV import file, a test case Result is created for the test case
Portfolio Item
Investment Category  
Planned End Date Use date format mm/dd/yyyy
Planned Start Date Use date format mm/dd/yyyy
Portfolio Item Type Required field
Preliminary Estimate  
Risk Score  
Value Score  
Name  
Description  
Notes 
Owner  
Ready  

Format files for CSV import

The import dialog contains a link to download data import templates which helps you format your CSV file correctly to ensure all your data is imported. Each work item has a specific data import template which provides a format for all fields contained within the work item. To successfully import a file, the column headers must match those present in the data import templates. Rally suggests you download the provided template to verify correct formatting each time before you import your file. Each template can be modified for your import.

The first line of the data import template consists of column headers. The second line of the template contains sample data.

CSV file formatting considerations:

  • Fields are separated by commas and enclosed in quotes if they contain commas or quotes
  • Embedded quotes in your input data are doubled
  • Embedded spaces do not require surrounding quotes
  • There is no comma following the last field on the line
  • Null fields are represented by two consecutive commas
  • Leading and trailing spaces on fields—even inside quotes—are ignored
  • File must normally end with a single CrLf (Carriage return, Line Feed or both)
  • The length of the path to your CSV file may not exceed 255 characters
  • Both Windows and non-Windows file browsing are supported

You will be prompted with message dialogs from Rally should the following situations occur:

  • Importing a file greater than 2MB
  • Missing or incorrect header
  • Invalid value for boolean fields: valid values are t, T, F, f, True, False, true, false
  • Invalid, non-numeric values in numeric fields
  • Invalid date formats: all dates must be formatted as mm/dd/yyyy
  • Invalid user name fields (Owner, Submitted By) if the user name does not exist
  • Importing a non-CSV file format
  • Importing fields with case-sensitive list values that do not match
  • Importing an empty file

Export data

You can export user stories, test cases, defects, releases, iterations, portfolio items, and tasks. You can export your data to a CSV or XML file. Open this file with any application that can access CSV or XML file format and manipulate your data to display in charts, reports, and other presentations.

  1. From the summary page you want to export work items from, click Actions and select a format:
    • CSV
    • XML (not available on all summary pages)
  2. On the Export pop-up, specify whether you want to open or save the file.
  3. Click OK.

The CSV option exports the fields that are currently displayed on the summary page. Create a custom view to include additional fields to get your desired export data.

Child user stories are exported and ordered by parent user story rank, then hierarchy and child user story rank. The Parent ID field contains the ID of the parent user story.

You must have at least edit-level security to export a work product.

If drag-and-drop ranking is active and you attempt to export a view and re-rank your data outside of Rally, your export will reflect a page order rather than a rank number. Upon importing the data, your new page order will be preserved; however, the imported work items will be appended to the end of the view. Existing work items are not overwritten, but instead are treated as new work items.

XML export

XML exports references to the objects, not the actual child collections. Collections include:

  • Artifact → Changesets
  • Artifact → Tags
  • Build → Changesets
  • BuildDefinition → Builds
  • BuildDefinition → Projects
  • Change → Artifacts
  • Change → Builds
  • Change → Changes
  • Defect → Changesets
  • Defect → Duplicates
  • Defect → Tasks
  • Defect → Test Case Result
  • Defect → Test Cases
  • Defect Suite → Defects
  • Defect Suite → Tasks
  • Userstory → Changesets
  • Userstory → Children
  • Userstory → Defects
  • Userstory → Predecessors
  • Userstory → Successors
  • Userstory → Tasks
  • Userstory → Test Cases
  • PortfolioItem/Feature → UserStories
  • PortfolioItem/Initiative → Children (PortfolioItem/Feature)
  • PortfolioItem/Theme → Children (PortfolioItem/Initiative)
  • PortfolioItem/Strategy → Children (PortfolioItem/Theme)
  • Project → BuildDefinition
  • Project → Children
  • Project → Editors (Users)
  • Project → Iterations
  • Project → Releases
  • Project → TeamMembers (Users)
  • SCMRepository → Projects
  • Subscription → Workspaces
  • Test Case → Results (Test Case Results)
  • Test Case → Steps (Test Case Steps)
  • TestFolder → Children (Test Folder)
  • TestFolder → TestCases
  • TestSet → Tasks
  • TestSet → TestCases

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