Create a multi-project Excel Functions integration
This procedure explains how to create a "multi-project" Excel Functions integration, which establishes rules for syncing items from multiple Jama Connect projects with your Excel template.
Note
Before beginning these steps, be sure to configure your Excel template.
The process of creating an integration consists of these tasks:
Configure a "multi-project" Excel Functions integration using the Jama Connect Integration wizard
To create a multi-project Excel Functions integration:
In the Jama Connect Interchange header bar, select Integrations, then select Add integration to open the Jama Connect Integration Wizard.
Complete each page of the wizard, then select Next.
Integration Type — Select the integration type:
Select Integration Type — From the drop-down list, select Jama Connect to Excel Functions, then select Multiple projects.
Note
To configure an integration that syncs items from a single Jama Connect project, see Create a single-project Excel Functions integration.
Connectors — Choose the connectors you want 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 — Choose the Jama Connect project:
Select Jama Project — From the Jama Connect project tree, select the projects you want to integrate, use the arrow to move them to the Added projects column, then select Next.
Name and configure the integration:
Name — Enter a descriptive name for the integration.
Frequency — Select the frequency with which you want the integration to run (15 or 30 seconds is recommended).
Select Submit to complete the wizard.
The integration is saved in a disabled state.