How can I import data from excel with links between items?
First you import all the data. For that each category in Matrix needs to be in one excel sheet or or file. See Importing data from Excel
Once all data is imported you re-create the links.
First you need to enable the excel importer.
Note: Matrix needs to install a small add-on which allows you to create the links once you imported the data.
Changes to project configuration
- Each category which should be imported and linked needs to have a text field "legacy id"
- Each category which has downlinks to another imported category needs to have a text field "legacy down"
The categories, fields per category and tracebaility rules need to be created before importing.
The excel needs to be prepared that each field in Matrix which should be imported matches a column in the excel (see Importing data from Excel). Specifically your excel
- needs to have a column with the legacy id (the legacy id's need to be unique over all columns)
- needs to have a column with the downlinks (as comma separated list of legacy id's)
Tip: if you are unsure on the formatting of the excel, the best way is to fill an item in your category and than export it through the REPORTs to excel. In general what you can export you ca also import again int he same format (with some exceptions)
First you import all items in all categories (see Importing data from Excel).
Once the data is imported you have something like this. In this example we have two categories REQ and SPEC, the REQ items can have downlinks to SPEC items
A SPEC might look like this
The REQ like this
So the REQ-41 (aka my_req_00) knows that it needs to be linked to some SPECs with legacy ids my_spec_id_01 and my_spec_id_03
Recreating the links
In order to re'create the links you need to write small configuration script which describes in which categories which fields contain legacy ids and downlinks
In the admin client create or edit the project setting reLinkConfig
The setting contains a list of rules like this
So for example it will look like this, defining two rules
Creating the links
Once the rules have been defined you can refresh the client and select a folder for which you want to create the links.
There in the the menu you have the tool to create the links:
Note: Once the links have been create they are removed from the legacy downlink field, so you can immediately see if some links could not be created.