wiki:TicketImportPlugin

Version 16 (modified by anonymous, 6 years ago) (diff)

Again, fixed wrong links :)

Import or update tickets in batch from an Excel or CSV file into Trac

Description

This plugin lets you import into Trac a series of tickets from an CSV file or (if the xlrd library is installed) from an Excel file.

You can also use it to modify tickets in batch, by saving a report as CSV, editing the CSV file, and re-importing the tickets.

This plugin is very useful when starting a new project: you can import a list of requirements that may have come from meeting notes, list of features, other ticketing systems... It's also great to review the tickets off-line, or to do massive changes to tickets.

Based on the ticket id in the imported file, tickets are either created or updated.

It is used by software products development teams daily on several projects in at least three companies.

Installation

Machine-wide installation

For a machine-wide installation, run as root on your machine:

  • easy_install http://trac-hacks.org/svn/ticketimportplugin/0.10 for Trac 0.10, or
  • easy_install http://trac-hacks.org/svn/ticketimportplugin/0.11 for Trac 0.11.

Trac instance installation

For an installation for only one Trac instance (on Trac 0.10, requires the Admin plugin):

xlrd installation (optional)

To be able to import Excel files, xlrd must be installed. xlrd is a Python library, not a Trac plugin. Take the latest binary from http://pypi.python.org/pypi/xlrd. On windows, run the installer; on other platforms, just unzip the .zip, and copy the "xlrd" folder that it contains, into the "site-packages" folder of the Python lib, for example:

mkdir tmp
cd tmp
curl http://pypi.python.org/packages/source/x/xlrd/xlrd-0.6.1.zip > xlrd-0.6.1.zip
unzip xlrd-0.6.1.zip
sudo cp -r xlrd-0.6.1/xlrd /usr/lib/python2.4/site-packages/

No configuration is needed. To verify that it's correctly installed, run python -c 'import xlrd' from the command line: it should not cause an error.

Bugs/Feature Requests

This plugin has been tested extensively on Trac 0.11, and a little on Trac 0.10. Please report any issue !

Existing bugs and feature requests for TicketImportPlugin are here.

If you have any issues, create a new ticket.

Source

You can check out TicketImportPlugin from here using Subversion, or browse the source with Trac. You can also download the zipped source from here.

Example

Once you have enabled the plugin and given yourself IMPORT_EXECUTE permission, you will see a new Import tab in the main navigation. This tab contains a complete documentation on exactly how the import works, as well as a form to select the CSV or XLS file to upload:

Screenshot of the Import screen

Once you have uploaded it, a preview screen shows you what will be imported and let you confirm the import.

Recent Changes

[14097] by jun66j5 on 2014-08-17 03:09:08
ticketimportplugin: fixed a failure of unit tests with Trac 0.11.x
[14096] by jun66j5 on 2014-08-17 02:45:07
ticketimportplugin: remove temporary environment on teardown of each test
[14093] by jun66j5 on 2014-08-16 20:10:55
ticketimportplugin: fixed failures of unit tests with Trac 1.0 and later, also allow to run test by python setup.py test

Author/Contributors

Author: farialima
Contributors:

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