Import/ export requirements and user stories

ERBuilder allows you to export and import multiple requirements/ user stories (or bulk update existing ones) from a CSV file.

1. Exporting requirements/ user stories

To export the requirements/ user stories, you must click on the export button at the bottom of the "Requirements/ user stories" window, and then select the save path of your CSV export file.

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The exported file does not include the objects, fields, triggers, apex classes...etc, related to each requirement or user story.

2. Importing requirements/ user stories

To import the requirements/ user stories click on the import button at the bottom of the "Requirements/ user stories" window, and then select your CSV import file.

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The CSV file must be in the following suitable format:

• Code: Required field (you must match to this field if you want to update a requirement/ user story that exists);
• Type: Required field (must be 0 for a requirement and 1 for a user story);
• Title: Required field;
• Source;
• Risk;
• Category: 0 for Undefined, 1 for High, 2 for Medium, 3 for Low;
• Description.

Note: the header of the CSV import file is not necessary, and the fields not mandatory can be left blank in the CSV file.

Tip: to make your import task easier, you can do an export first in order to have the correct format of the CSV import file. You must create at least one requirement/user story before doing the export.

Example: "code_1";"0";"Sample_requirement";"14/07/2022";"System";"2";"sample_category";"Description "