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Jama Connect Interchange User Guide

Map items in the Project Explorer Tree

Map your Excel template to a set or folder of items in the Project Explorer tree in Jama Connect. For example, a set of risk evaluations or test cases.

  1. On the Integrations page, select the link for the integration you just created.

    map_items_1.png
  2. Select the Field Mappings tab.

    map_items_2.png
  3. For each field mapping group you add, select Add new field mapping group.

    map_items_3.png
  4. On the page that opens, select Explorer, then select Next.

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  5. Complete these fields, then select Create.

    • Name — Enter a descriptive name for the field mapping group.

    • Jama Location Selector — Select the Jama Connect sets or folders you want to sync. All selected sets must use the same item type (for example, User Stories or Defects).

      map_items_5.png
  6. Using the drop-down lists, map the fields and cells to one another. Add a separate row for each field/cell combination, as shown in this example.

    map_items_6.png

    These fields are available in each row:

    • Select Field — Select the field in Jama Connect that is being mapped to Excel.

    • Directionality — Select whether data is written from Jama Connect to Excel (→) or from Excel to Jama Connect (←).

    • Select Sheet — Select the sheet in the Excel template where the cell is located.

    • Input Cell — Enter the cell location in the Excel template. For example, G5.

  7. Organize your mappings in this order:

    • List the fields written from Jama Connect to Excel (input fields).

    • List the fields written from Excel back to Jama Connect after the function runs (output fields).

    Typically, output fields are read-only in Jama Connect to prevent users from updating them manually. If you mark a field as read-only in Jama Connect, you must also select Allow API Overwrite in the field settings to allow the integration service to write the updated Excel value to the item.

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  8. Select Save Changes.