Create a simple Excel Functions integration
After you create your Excel template and attach it in Jama Connect, you can create a simple integration that connects to the template and applies to a single project or to multiple projects.
To create an Excel Functions integration:
In the Jama Connect Interchange header bar, select Integrations.
On the Integrations page that opens, select Add integration to open the Jama Connect Integration Wizard.
Complete each page of the wizard, then select Next.
Select Integration Type
Select integration type — Select Jama Connect to Excel Functions, then select Single Project or Multiple projects.
Choose Connectors to Integrate
Select Jama Connect Connector — Select the Jama Connect connector that you want to integrate. This is the same connector you created in Link your Jama Connect instance to Excel Functions.
Excel Template Location (Jama ID) — Enter the Jama Connect item project ID where the Excel template is attached. For example, PROJ-SET-0001.
Select Projects
From the Jama Connect project tree, select the projects you want to integrate: select a single project or multiple projects and use the arrows to move them to the Applied Projects column.
Integration Configuration
Name — Enter a descriptive name for the integration.
Frequency — Select the frequency with which you want the integration to run (3 or 5 seconds is recommended).
Select Submit to complete the wizard.
The integration is saved in a disabled state.