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Import Requirements to Confluence

Import Requirements to Confluence

  • Ready for review

    • If you are new to Requirement Yogi and previously wrote requirements in Excel, Word, or other tools like Jama, Polarion or else, you will need to import your requirements to Confluence so you can use them with our app.

    There a couple of ways you can import your requirements.

    Import Excel tables into Confluence

    If you want to be able to edit and manage your requirements all in Confluence after the import

    1. Copy-paste your Excel files into Confluence pages (as there is no native import of Excel sheets as Confluence pages).

    2. Use the transformation wizard to transform your text into requirement keys and links. (See documentation).

      1. Once the transformation has been done in 1 page, you can save it and apply it on multiple pages.

    Recommendations:

    • If you have thousands of rows, with requirements, we recommend to split your Excel file to have around 100 requirements per page (see recommendation).

    • Make sure your headers are properly set up.

    • If your requirements have IDs in your Excel sheet, we recommend to put them in the first column.

    • If your Excel sheet has dropdowns, those will not be recreated and Confluence will simply write it as text.

    If you have more questions about compatibility, feel free to reach out.

    Import Excel requirements into Requirement Yogi

    If you don’t need to recreate your requirements in Confluence, because the requirements present in your Excel document are there for reference mainly, you can use the API to import requirements from Excel into our app.

    • Requirements from the Excel file will have an origin link ; yourfile.xlxs

    • You will only be able to see them in the RY app (search, traceability, baselines etc.)

    • You will be able to put requirement links to those Excel requirements in your Confluence pages to reference them (as dependencies or simple links).

    • Each time you want to register a modification on one of those requirements, you will have to reimport the file with the same name (to edit or delete requirements)

    Please see more information on how to import them with this documentation: Import requirements from an Excel file (API)

    Import Word documents into Confluence

    If you want to be able to edit your Word document as Confluence pages, then Confluence has a native feature to import word documents into Confluence page: Import external documents | Confluence Cloud | Atlassian Support.

    1. Import your Word document by creating a page > Templates & Import.

    2. Once your file is imported,

      1. If your requirements are in tables, you can use the Transformation Wizard to generate or replace text as requirement keys and links: Transformation wizard: Transform your pages.

      2. If your requirement is using paragraphs, you can add a requirement definition macro anywhere on the page to create a requirement. The second option is to use the Configuration Macro: Linear Documents: Linear documents: Manage requirements outside of tables.

    Import from other formats

    If you have specific formats you want to import (ReqIF, XML, or else), please reach out on the support so we can find a solution together: http://support.requirementyogi.com .