How can I import existing data into Matrix?

There are many different methods to import data into Matrix

• Drag and drop into rich text fields: if you drag files into the text editor matrix will do one of the following
  • images: will be embedded and displayed in the text 
  • word files: you will be prompted whether you want to convert them to rich text or attach them as files:

• • any other file: will be uploaded to our server and a hyperlink will be added to the text
• Import of existing requirement specification from a word document
  • Preparation: to make import fast, you should prepare the documents
    • make sure they are nicely formatted, meaning different information is formatted using different styles, e.g. if a requirement consists of a title and a description, the title can be "heading 1" and the description "normal text". 
    • remove not needed things like table of contents and any text which is not needed to be imported
  • Import: use the website wordimport.matrixreq.com 
  • More info: Word Import Tool or reading the answer to this import question.
• Import of existing requirement specification etc from a excel
  • There is a build in support for excel import, which you need to enable in the admin client. See
    • Importing data from Excel on how to import requirement specification and risks
    • Importing tests from Excel on how to import tests from excel
    • How can I import data from excel with links between items?
• Import of data from a legacy database
  • if you cannot export it as word or excel ask us, we'll find a way!