Data from other applications can be imported into Yodiz, after which the data will be useable in Yodiz. This can be achieved by importing a CSV file into Yodiz. Following are the steps for achieving this:

Import CSV via App

1) Export CSV file from desired App

Whichever app you are using, you need to export a CSV file and save it in an easily accessible place on your hard drive.

2) Import the CSV file into Yodiz

Now you need to import the CSV file created in Step 1 into Yodiz. This can be achieved by pressing the settings button at the top right part of the screen in the Yodiz app. From this menu, select Import External Project.

import-external-project-from-csv

3) Select the app from which you want to import CSV into Yodiz

From the buttons displayed on this screen, select the appropriate app from which you want to import data. E.g. if you want to import a CSV file from Bugzilla, select the Bugzilla button.

import-from-bugzilla-using-csv

4) Select the Project you want to import data into.

From the drop down menu at the very top, select which of your Project in Yodiz you want to import the data into.

5) Add the CSV file by Drag & Drop or Select from Disk

Now it’s time to import the CSV file you created in Step 1 into Yodiz. You can do this by either Drag & Dropping the CSV file into the area marked by an outline, or you can press the green Select File button to add the CSV file from disk.

6) Map the fields to match with fields in Yodiz.

A further menu will be displayed below if you successfully imported the CSV file. This screen shows the Fields from the origin app and a selection menu for fields in Yodiz. You need to assign which field will be translated into which field in Yodiz. E.g. in the example below the Priority field from the origin app will be mapped as Severity in Yodiz.

yodiz-mapped-field-severity

Lastly, select if you want to import the data as Issues or User Stories in Yodiz.

7) Press Next, then Press Import Data.

Now you are done importing the CSV file and your data is ready for use with Yodiz. Pretty simple, eh?

Import Yodiz CSV

You can also use the Import“Yodiz CSV” option, when you want to preserve associations between User Stories and Issues. First you can download the desired Yodiz template, and then fill it in manually before importing into Yodiz. This is useful for when the CSV files you are creating need to be adjusted manually.

import_yodiz_csv

Here are the steps you need to follow:

1) Download Desired Template

Download and Use our Import Template to ensure the proper data format for import.

import_yodiz_templates

2) Don’t Tamper with Header

Don’t Change header in the CSV file. This will map the data to the fields.

3) Character Limits

Title and Description character lengths are 255 and 50,000 respectively.

import_yodiz_limit

4) Fill the CSV Template

Fill the Downloaded CSV template with your data and upload file.

smart.csv1

For example, in the CSV file above, you can choose between user story, task or issue as the item type.

Another additional feature is association between items, for example the first item in the above example (User Story 1) has a position of 1, and the items below it do not have any position, this will create an association between these items, e.g. The first user story will have two tasks associated with it.

You can also edit the Created by and Responsible fields. It allows you to enter the name of the user (the username must be same in Yodiz) to automatically assign the user as a Responsible for that item.

Fill_the_CSV

5) Custom Field Syntax

Use @ before Column Name for Userstory custom field and # for Issues ..(Example @US_customField, #BUG_customfield )

6) Limitations of Custom Field

If you import custom fields via CSV, the custom fields will be imported as it is, but the data related to those fields will only be imported for text field.

7) Upload CSV Files

Now either Drag & Drop your desired CSV file or press the blue button “Upload CSV Files” to select file’s location on your local disk.

Drag_Drop

8) Select Mapping

Select the Project in which you want to import from the dropdown on top and change mapping of items as per your own requirement. e.g. (map “Type” to “Category”)

select_mapping

9) Confirm Selection

Once you are satisfied with your mapping, press the “Next” button at bottom of the page.

confirm_selection

10) Import Data

Finally, press the “Import Data” button to complete the process.

data_import