Starting the import process

This topic explains the process for exporting and importing data in HCL Compass Web client.

The process for exporting and importing data is as follows:

1. Create a new import schema, or modify an existing schema to support the data to be imported. See Creating an import schema.
2. Upgrade an existing user database with the modified import schema, or create a new user database and associate it with the import schema. See Creating a database for imported data.
3. Export your data to text files that use the HCL Compass import-file format.
   • If you are exporting data from a system outside the HCL Compass environment, see Creating a HCL Compass import file.
   • If you are exporting data from an existing HCL Compass database, see Exporting data from HCL Compass. You can use the Export wizard to create an import file.
4. Use the Import wizard to import the data from the import files into your user database. See Importing data into HCL Compass.

Consider importing all records in your system, even those that have been resolved. By including all records, you can access historical information about your projects and immediately generate useful management reports.

You can import one record type at a time, including the history and attachment information for that record type. If you have multiple record types, you must import them in an order that allows referencing. For example, if you have a defect record type that refers to a project record type, import the project record before you import the defect record.

If you have duplicate records, you must import them separately. See Importing duplicate records.