|Version 30 (modified by farialima, 6 years ago) (diff)|
Import or update tickets in batch from an Excel or CSV file into Trac
This plugin lets you import into Trac a series of tickets from a 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 (or, if no id exists, on the summary) 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.
(Note that this plugin is not really designed to help you migrate tickets from one system to another: it cannot keep the ticket numbers when creating new tickets. See #5504 for a complete discussion).
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):
- TicketImport-0.6c-py2.4.egg for Trac 0.10 on Python 2.4, or
- TicketImport-0.6c-py2.5.egg for Trac 0.10 on Python 2.5, or
- TicketImport-0.7c-py2.4.egg for Trac 0.11 on Python 2.4, or
- TicketImport-0.7c-py2.5.egg for Trac 0.11 on Python 2.5.
- (sorry, no builds for Python 2.6 - I haven't installed it yet. Feel free to enter a ticket if you need it, maybe I'll do it)
- Install using the Admin UI in Trac.
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:
$ easy_install xlrd
To verify that it's correctly installed, run python -c 'import xlrd' from the command line: it should not cause an error.
Restart Trac (or your Apache server). The "TicketImport" plugin should now appear in the "Manage Plugins" page of the Admin tab. Enable it. If you don't have the Admin plugin (on 0.10), you need to enable the plugin by putting:
[components] talm_importer.importer.* = enabled
in your trac.ini file (under the "conf" directory of your Trac instance).
Then, you need to give some user(s) the right to user Import module. To do that, you must give them IMPORT_EXECUTE permission, either in the Admin UI (on 0.11) or with the admin command-line tool, like this:
$ trac-admin /your/trac/installation/folder permission add your_user IMPORT_EXECUTE
Wish to personalize navigation label:
[mainnav] importer.label = Import Tickets
Wish to modify label ordering:
[trac] mainnav = wiki,browser,roadmap,...,importer,...,admin,search
This plugin has been tested extensively on Trac 0.11, and a little on Trac 0.10. Please report any issue !
If you have any issues, create a new ticket.
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:
Once you have uploaded it, a preview screen shows you what will be imported and let you confirm the import.
Change history for this plugin
- 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
- 13313 by jun66j5 on 2013-07-02 17:34:37
ticketimportplugin: prevent reporting that the description has changes when a comment is posted even if the ticket isn't changed.
- 12819 by jun66j5 on 2013-03-27 18:24:04
TicketImportPlugin: fixed fatal errors with a malformed csv file and improved handling such a file
- 12818 by jun66j5 on 2013-03-27 16:02:54
TicketImportPlugin: fixed failures of ImporterTestCase.test_celltypes_ticket_8804
- 11805 by farialima on 2012-07-27 19:18:03
test cases and workaround for #10188
- 11758 by farialima on 2012-07-23 15:22:44
Correctly handle case in relative fields
- 11755 by farialima on 2012-07-23 12:25:54
Added a test for import with ticket reference
- 11754 by farialima on 2012-07-23 11:55:41
Made all tests pass