This article shows you how to import data from a Pivotal Tracker roadmap into a Roadmunk roadmap.
Exporting from Pivotal Tracker to CSV
The first step in the import is exporting data in a Pivotal Tracker roadmap to a CSV. Here's a snapshot of what a Pivotal Tracker roadmap might look like.
1. Go to the Settings tab and select Export CSV.
2. Select the stories and epics you want to export, then click the Export button.
3. Save the CSV file and open it in a spreadsheet application (for example, Excel).
For more details, go to Pivotal Tracker's exporting walkthrough.
Making changes to the CSV
Here's a snapshot of what the exported CSV might look like.
There are some mandatory changes you must make to the CSV before the import, as well as some optional and advanced changes.
The following changes must be made to the CSV file:
- Title -> Item
- Iteration Start -> Start Date
- Iteration End -> End Date
The following changes can also be made but are not mandatory:
- Delete Created at
- Delete Accepted at
- Delete Deadline
- Delete URL
- Delete Owned By
- Delete Comment
If Roadmunk will be regularly updated from Pivotal Tracker, we recommend renaming the ID field in the CSV to ExternalID. Roadmunk uses this field to match existing items so they're updated instead of overwritten.
Importing the CSV into Roadmunk
Once changes have been made the CSV, you can start the import to Roadmunk. For details, see Import items from CSV and watch the Importing from Pivotal Tracker video below.