Version 54 (modified by 9 years ago) (diff) | ,
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Contents
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 a CSV file or, from an Excel file if the xlrd library is installed.
You can also use it to modify tickets in batch, by saving a report as CSV, editing the CSV file, and re-importing the file.
This plugin is very useful when starting a new project: you can import a list of requirements that may have come from meeting notes, a list of features, other ticketing systems, etc. It is also great to review the tickets off-line, or to perform changes to tickets in bulk.
Based on the ticket id (or, if no id exists, on the summary) in the imported file, tickets are either created or updated.
References to other tickets, such as the ones used in MasterTicketsPlugin, should be handled correctly, at least for the initial import.
It is used by software products development teams daily on several projects in at least three companies.
See also: ExportImportXlsPlugin
Known issues
There are very few known issues, please report any problem you encounter.
In general, it's better to use Excel than CSV, as CSV files have limitations, character sets in particular.
This plugin is not designed to help you migrate tickets from one system to another: it cannot keep the ticket numbers when creating new tickets, nor does it keep the history for existing tickets. See #4783 and #5504 for details.
Finally, this plugin is maintained for Trac 0.11 and above: the 0.10 builds are known to work, but do not have the latest features (importing comments, in particular).
defect |
34 / 39 |
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enhancement |
9 / 15 |
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task |
2 / 2 |
Japanese localization
A Japanese localization has been done, you can access it at http://sourceforge.jp/projects/shibuya-trac/wiki/plugins%2FTicketImportPlugin, although it may not be the latest version.
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, oreasy_install http://trac-hacks.org/svn/ticketimportplugin/0.11
for Trac 0.11 or 0.12.
Trac instance installation
For an installation for only one Trac instance (on Trac 0.10, requires the Admin plugin):
- Download the code (requires Subversion):
svn co http://trac-hacks.org/svn/ticketimportplugin/0.10 ticketimportplugin
for Trac 0.10, orsvn co http://trac-hacks.org/svn/ticketimportplugin/0.11 ticketimportplugin
for Trac 0.11 or 0.12 - Build by hand:
cd ticketimportplugin; python setup.py bdist_egg
- Install the egg created in the
dist
folder using the Admin UI in Trac.
xlrd installation (optional)
To be able to import Excel files, the Python library xlrd must be installed. On Windows, run the installer; on other platforms, just unzip the .zip file, and copy the "xlrd" folder that it contains into the "site-packages" folder of the Python lib. Example:
easy_install xlrd
To verify that it is correctly installed, run python -c 'import xlrd'
from the command line: it should not generate an error.
Configuration
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 in your trac.ini file:
[components] talm_importer.importer.* = enabled
This file can be found under the "conf" directory of your Trac instance.
Then, you need to give some user(s) the right to use the 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
If your Excel spreadsheets contain dates or date times, you can customize the format that will be used to import them:
[importer] datetime_format=....
The format is the Python fstrtime.
Source
You can check out TicketImportPlugin from here using Subversion, or browse the source with Trac. You can also download the zipped source from [download:ticketimportplugin 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:
Once you have uploaded it, a preview screen shows what you will be importing and lets you confirm the import.
Importing tickets including history
To import tickets with history, they have to be imported in multiple go's. The first csv file should contain all tickets in new state. The second csv file the tickets in the next chosen states (can be any state known by the implemented ticket life cycle). Updates can include changes to the description, ownership and other fields.
Basically, the second and next csv file imports update the tickets imported from the first.
Tickets
assigned status tickets:
- #12781
- Allow field's labels and names in first line of csv file
new status tickets:
- #4783
- import preserving historic time stamps, needed i.e. for legacy projects
- #6034
- imported milestone column not handled, if no milestone present
- #6070
- Notification are not sent when tickets are imported (was: Email addresses as Usernames)
- #7770
- Match on custom field - Request
- #8722
- Sample worksheet to download
- #8777
- Provide a way to import CVS with multi-line fields
- #8778
- Provide a way to override the unique Summary requirement
- #11343
- Modify imported fields only
reopened status tickets:
Change history for this plugin
- 18621 by jun66j5 on 2024-02-22 01:51:31
-
TicketImportPlugin: pass logging format and parameters rather than formatted string
- 18620 by jun66j5 on 2024-02-21 14:18:25
-
TicketImportPlugin: follow-up to r18418, fix compatible with Trac 1.6
- 18419 by jun66j5 on 2021-06-01 16:37:25
-
TicketImportPlugin: remove
print
for dumb debugging
(more)
Author/Contributors
Author: farialima
Maintainer: François Granade, jun66j5
Contributors:
Attachments (1)
-
import-wizard.png (206.2 KB) - added by 15 years ago.
Screenshot of the Import screen
Download all attachments as: .zip