1 Introduction
1.1 About ZenTao
1.2 Introduction PPT
1.3 Technical Support
1.4 Follow Us
2 Installation
2.1 Choose the Right Installation
2.2 ZenTao Cloud
2.3 One-click Installation for Windows
2.4 One-click Installation for Linux
2.5 Installation with Lampp
2.6 Source Code Installation for macOS
2.7 XAMPP-VM Installation for macOS
2.8 XAMPP Installation for macOS
2.9 Source Code Installation (for all systems)
2.10 Set up Virtualbox for ZenTao
2.11 Softaculous Service
2.12 Integrate Zdoo
2.13 Install Ioncube
3 Update
3.1 Update ZenTao
3.2 Update by Source Code (for all systems)
3.3 Update for One-Click Installation for Windows (xampp)
3.4 Update for One-Click Installation for Linux
4 Users and Groups
4.1 Company Structure
4.2 Add a User
4.3 Batch Manage Users
4.4 Groups and Privileges
5 Quick Start
5.1 Project and Task Management
5.2 Bug Tracking
5.3 Product Management
5.4 Todo Management
6 Basic Application
6.1 Basic Workflow
6.2 Agile and Scrum
6.3 ZenTao and Scrum
6.4 ZenTao Tutorial for Rookies
6.5 Create a Product
6.6 Create a Story
6.7 Create a Project
6.8 Confirm a Story
6.9 Decompose Stories into Tasks
6.10 Report a Bug
6.11 Manage Contacts
6.12 Customization
6.13 Import Excel, CSV Files
6.14 Document Management
6.15 Operation Mode
6.16 Points
6.17 Required Field
6.18 How to check privilege settings in ZenTao
7 Advanced Application
7.1 Workflow
7.1.1 ZenTao Workflow
7.2 Individual management
7.2.1 My Todo
7.2.2 My Task, Story and Bug
7.2.3 My Profile
7.3 For Product Owner
7.3.1 Manage a Product
7.3.2 Manage a Product Line
7.3.3 Create and Review a Story
7.3.4 Change and Review a Story
7.3.5 Status and Phase
7.3.6 Story Writing
7.3.7 Product Module
7.3.8 Release Plan
7.3.9 Create a Release
7.3.10 Roadmap
7.3.11 Documents
7.3.12 Planning Meetings
7.3.13 Daily Scrum, Review and Retrospective Meetings
7.3.14 Story Reports
7.4 For Project Manager
7.4.1 Create a Project
7.4.2 Set up a Team
7.4.3 Confirm a Story
7.4.4 Story Breakdown
7.4.5 Daily Standup Meetings
7.4.6 Check Project Progress via Burndown Chart
7.4.7 Check Project Progress via Lists
7.4.8 Review and Retrospective Meetings
7.4.9 Basic reports on tasks
7.5 For Development Team
7.5.1 Project planning meeting and task breakdown
7.5.2 Claim tasks and update efforts
7.5.3 Kanban and Tree Diagram
7.5.4 Build
7.5.5 Test Request
7.5.6 Resolve a Bug
7.5.7 Documents
7.5.8 Confirm Bugs
7.6 For QA Team
7.6.1 Defect Management
7.6.2 Report a Bug
7.6.3 Verify and Close a Bug
7.6.4 Activate a Bug
7.6.5 Find a Bug
7.6.6 Test Case
7.6.7 Create and Review Test Cases
7.6.8 Test Suites, Public Case Libs and Reports
7.6.9 Manage Test Requests
7.6.10 Run Cases and Report Bugs
7.6.11 Reports
8 Configuration
8.1 Maintain ZenTao
8.1.1 Initialize scripts
8.1.2 Data Backup
8.1.3 Recover the Deleted
8.1.4 Update Burndown Charts
8.1.5 ZenTao Remote Host
8.2 Deploy ZenTao
8.2.1 Guest Login
8.2.2 Email Notification
8.2.3 Set Super Admin
8.2.4 Static Access
8.2.5 Remove "zentao" from URL
8.2.6 Integrate SVN
8.2.7 Integrate Git
8.2.8 Integrate Webhook
8.2.9 Integrate Xuan.im
8.2.10 Integrate Zdoo
8.2.11 Integrate Third-Party Application
8.2.12 Translation Add-on
9 Customization
9.1 ZenTao Customization
9.2 ZenTao Directory
9.3 Locate and Change Files
9.4 ZenTao Database Structure
9.5 Common Modules
9.6 Add Features to Menu
9.7 Set Privileges to Modules
9.8 Examples: modify language prompt
9.9 Examples: set priority when creating bugs
9.10 Editor
9.11 ZenTao Packaging Standards 1.1
9.12 Feature Limitation
10 Misc
10.1 About Third-Party Code
10.2 Support ZenTao
10.3 ZenTao Service
10.4 Acknowledgement

Import Excel, CSV Files

2018-04-08 09:16:04
Renee
1578
Last edited by John Ten on 2019-08-02 14:18:23

1. Import Excel

Importing Excel files is a feature in ZenTao Pro. You can import Story, Task, Bug, and Case, and you can add/edit it. You can export Excel files in ZenTao, and you choose from .xls and .xlsx. Here are two ways for you to export files in ZenTao:

  - Go to QA->Case-> Export, and choose Export Template. Enter your data and save it in the template exported.

  - Go to QA->Case-> Export, and choose Export Data. Edit/Add data to the file that is exported from ZenTao and save it.

 


Differences between Excel and CSV

  - Excel has a better look than CSV, for it has style.

  - Excel has a drop-down menu for fields like Module, Priority, and it is convenient for users to enter data.


Notes

  - Required field is a must. Or it will be ignored.

    Required field of Story by default: Name, Module

    Required field of Task by default: Type, Name

    Required field of Bug by default: Build, Title, Module

    Required field of Case by default: Type, Title


  - Rules for entering case steps

    When you enter Steps and Expectations, break the lin for each step. For example.

      1. QA Step One        1. Expectation One

      2. QA Step Two        2.

      3. QA Step Three     3. Expectation Three

    If there is no steps, no expectations. If one step has no expectation, leave it blank. In this way, ZenTao can get the steps and the corresponding expectations.


  - Data format: y-m-d, e.g: 2014-03-01 and the cell format is “text”.

  - Data that can be imported for editing

    Story: Name, Module, Plan, Source, Priority, Estimates, Tags, Description, Acceptance
    Task: Name, Module, Plan, Source, Priority, Type: Estimates, Start, Deadline, Description
    Bug: Title, Module, Project, Story, Priority, Tags, Build, Retro Steps, Type/Severity, System/Browser
    Case: Title, Module, Story, Priority, Type, Status, Frequency, Stage, Prerequisite, Steps, Expectations


If the template is used, all records are just added. If not, 


  • when a record has an ID, the record will be edited;
  • when a record has no ID, the record will added as a new one.




2. Import CSV

Import CSV is a feature in ZenTao Open Source. Currently, it is to import cases and to add/edit it. You can export Excel files in ZenTao, and you choose from .xls and .xlsx. Here are two ways for you to export files in ZenTao:

  - Go to QA->Case-> Export, and choose Export Template. Enter your data and save it in the template exported.

  - Go to QA->Case-> Export, and choose Export Data. Edit/Add data to the file that is exported from ZenTao and save it.


Notes

  - Rules for entering required fields. 

    #ID is required for required to add to data written in ZenTao, such as Module and Linked Stories,  so it is to identify the field and read this record.

    For fixed data in ZenTao, such as priority and case type which are set values, you can just choose from the dropdown.



  - Rules for entering case steps

    When you enter Steps and Expectations, break the line for each step. For example.

      1. QA Step One        1. Expectation One

      2. QA Step Two        2.

      3. QA Step Three     3. Expectation Three

    If there is no steps, no expectations. If one step has no expectation, leave it blank. In this way, ZenTao can get the steps and the corresponding expectations.


  - Data that can be imported for editing include case title, module, related story, priority, case type, status, frequency, stage, prerequisite, expectation.

  - Required field is a must, such as Case Type, Title. Or it will be ignored.


Choose the right encoding for your case file imported, or it might cause problems. If the template file is imported, all records are new. If a template is not used, a record has a number, this record has existed. Otherwise, it is a newly added one.



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