Rally Software

  • 1.  I am looking for an excel template to upload user stories.  Is this available?

    Posted May 07, 2018 10:30 AM

    I am looking for an excel template to upload user stories.  Is this available?



  • 2.  Re: I am looking for an excel template to upload user stories.  Is this available?

    Posted May 08, 2018 04:46 AM

    Hi Jaime,

     

    Thanks for posting your question!

     

    Could you tell me if those User Stories are for a specific product?

     

    Thanks,

    Elke



  • 3.  Re: I am looking for an excel template to upload user stories.  Is this available?

    Posted May 08, 2018 08:42 AM

    Hi,

    I am uploading multiple user stories into two different features.  I found this information below yesterday.  My understanding is these are the only fields you can import (using a macro) from an excel document.  Is this correct or can I also upload additional fields like the description and acceptance criteria?

     

    https://help.rallydev.com/importing-and-exporting-data

     

     

     

    Thanks,

    Jaime



  • 4.  Re: I am looking for an excel template to upload user stories.  Is this available?

    Posted May 08, 2018 08:52 AM

    Hi Jamie,

     

    Thanks for your reply.

     

    I will move your question to the CA Agile Central Community, so that you can get the right assistance on your question.

     

    Thanks,

    Elke



  • 5.  Re: I am looking for an excel template to upload user stories.  Is this available?

    Posted Jun 04, 2018 11:53 AM

    Hi,

    I was able to successfully upload user stories to CA Agile Central using the template the tool provides.  However, I didn't see a way to upload the Feature ID and tags.  I also didn't see a way to easily add this information after the US's are uploaded.  I had to manually open each user story to tie it to a Feature and add a tag.  Can you add this question to the community as well?



  • 6.  Re: I am looking for an excel template to upload user stories.  Is this available?

    Broadcom Employee
    Posted May 08, 2018 09:21 AM

    Hi Jaime,

     

    When you use the Excel Plugin you can go

    • select Import to CA Agile Central in the Excel ribbon
    • On the Choose Import window, select the workspace in CA Agile Central that you wish to import artifact types, then select the type of artifact that you want to import to your designated workspace. 
    • Click Schema to view the schema for the chosen artifact type.

    This will show you all fields that are available for this artifact type and whether or not you can change it.

    See CA Agile Central Add-in for Excel Installation & User Guide | CA Agile Central Help  for more details on this.

     

    Regards

    Conny



  • 7.  Re: I am looking for an excel template to upload user stories.  Is this available?

     
    Posted May 08, 2018 09:35 AM

    If you don't want to use the Excel plug-in, you can just click the Import/Export/Print button on most pages:

     

    Then click Import User Stories ...

     

    In the popup dialog, there will be a link to an import template that you can use. 

     

    That's a pretty good import template right there! One thing that always gets me though: make sure to use a username for the Owner field. Just names don't work in there.  

     

    Good luck!



  • 8.  Re: I am looking for an excel template to upload user stories.  Is this available?

    Broadcom Employee
    Posted May 08, 2018 10:57 AM

    Hi Jaime,

    The suggestions made here are all good.

     

    On top of it, another suggestion if you do prefer to use the excel and need a template then what you can do is use the export function to export user stories with the information that you need and basically use that as a template for future imports (perhaps with minimal adjustments).

     

    I hope this helps.

    Sagi