Roadmunk is working on a full Rally integration feature which will data to be brought in from Rally. In the meantime, this article shows how to use the CSV import function to allow for compatibility.

Export from Rally to CSV

Some Rally views have the ability to export to a CSV. For example, the below User Stories summary.

In the Actions menu select Export to CSV

Save the file and open it in a reader that can view CSV files (such as Excel or another tool)

Rally provides a walkthrough for exporting.

CSV Changes for Roadmunk

When opening the CSV it will appear as below:

Mandatory Changes

The following changes must be made to the CSV file:

  1. Name -> Item

Optional Changes

The following changes can also be made if desired but are not mandatory:

  1. Delete Plan Estimate
  2. Delete Task Estimate Total
  3. Delete To Do
  4. Delete Parent ID

Advanced Changes

If Roadmunk will be regularly updated from Rally, then an advanced change is to rename the ID field to ExternalID. This should only be attempted by users who have read the article on Updating Import Data and who understand how the ExternalID field works.

Import to Roadmunk

Once changes have been made the CSV can be imported to Roadmunk.

See the importing tutorial for further steps.

Video Tutorial

[Coming soon...]

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