SEE ALSO:
- Import from CSV files
- Import Extendable entities
- How to import entities from a CSV file
- Entities and fields supported for import from CSV files
- Import User Accounts from CSV file
- Import Requesters from CSV file
- Create New Entities with an Imported CSV File
- Update Existing Entities within Import from CSV Files
You import entities with Custom Fields the same way you import other entities in Targetprocess with the exception of a few additional rules you must take into account.
To find all custom fields used in your process, navigate to Settings → Processes → [Your process] → Custom Fields
To import the list of User Stories with Custom Fields into Targetprocess add the additional values to the *.csv file you are going to import. Use spreadheet editor to modify the file, and then save it as a *.csv file.
For the example below, you’ll need to add an additional column to the *.csv file and provide the custom field name and value.
Example:
To import a user story with the “Location” custom field, add the “Location” field name to the first line of the *.csv file and add its value, let’s say “United Kingdom,” to the second line.
You can import from the User Stories List page or from Settings → Import page.
You have to obey proper format of provided values in the file you import.
| Custom Field Type | Possible Values / Format | Examples |
|---|---|---|
| Text | Any text value | Targetprocess |
| Rich Text | HTML code of the rich text you want to import | to import “Text for test” left align text put
<div style="text-align: left"><strong>Text for test</strong></div> |
| Drop-Down List | Values that are available as options in a custom drop-down list. Missing values can be set as well. | United Kingdom |
| Check Box | To have the check box checked, put True
To have the check box unchecked, put False |
True
False |
| URL | Label and URL address, space-separated | Targetprocess https://targetprocess.com |
| Template URL | URL address part | targetprocess |
| Date | mm/dd/yyyy
yyyy-mm-dd |
09/30/2017
2017-09-30 |
| Number | Any number | 321 |
| Money | Any number, without currency symbol added | 321 |
| TargetProcess Entity | Entity ID
Entity ID and Name |
#5
#5 Technical Specification |
System custom fields do not appear in the list of mapping configuration during Import.
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