This article shows you how to import data from a Rally view into a Roadmunk roadmap.
Exporting from Rally to CSV
The first step in the Rally import is exporting data in a Rally view, such as the User Stories Summary, to a CSV. Here's a snapshot of what the view might look like.
1. In the Actions menu select Export to CSV.
2. Save the CSV file and open it in a spreadsheet application (for example, Excel).
For more details, go to Rally'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:
- Name -> Item
The following changes can also be made if desired but are not mandatory:
- Delete Plan Estimate
- Delete Task Estimate Total
- Delete To Do
- Delete Parent ID
If Roadmunk will be regularly updated from Rally, 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.