Export & Import

Pidima provides comprehensive export and import capabilities across all major artifact types, supporting multiple file formats for interoperability with external tools and audit requirements.

Export Formats

Artifact	Excel (XLSX)	PDF	PlantUML (.puml)	PNG	CSV	ZIP
Requirements	✅	✅	—	—	—	—
Test Cases	✅	✅	—	—	—	—
Traceability Matrix	✅	✅	—	—	—	—
Architecture Diagrams	—	—	✅	✅	—	✅
Architecture Links	✅	—	—	—	—	—
Requirement Links	✅	—	—	—	—	—
Test Reports	✅	—	—	—	✅	—

Exporting Requirements

1. Navigate to the Requirements list
2. Select requirements using checkboxes (or select all)
3. Click Export
4. Choose format: Excel or PDF
5. The file downloads with all selected requirements including:
   • Name, description, type, priority, status, domain
   • Custom attributes
   • Traceability links (in Excel format)

Filtering Before Export

Use the requirements list filters (domain, priority, status, type, search) to narrow down which requirements appear, then export the filtered set.

Exporting Test Cases

1. Navigate to the Test Cases list
2. Select test cases or use bulk selection
3. Click Export
4. Choose format: Excel or PDF
5. The export includes:
   • Test case ID, name, description
   • Preconditions, steps, expected outcomes
   • Status and linked requirements

Exporting Traceability

1. Navigate to Traceability
2. Click Export
3. Choose format: Excel or PDF
4. The traceability matrix export includes:
   • Requirement-to-test-case mappings
   • Coverage status per requirement
   • Link metadata (link type, creation date)

Architecture Links Export

Export architecture-to-requirement links separately:

1. Navigate to Architecture
2. Click Export Links
3. Downloads as XLSX with architecture item names, linked requirements, and link types

Exporting Architecture Diagrams

1. Navigate to the Architecture list
2. Select diagrams to export
3. Click Export
4. Choose format:
   • PlantUML (.puml) — Source code for each diagram
   • PNG — Rendered images
5. For multiple diagrams, the export is packaged as a ZIP file containing all selected items

Single Diagram Export

From an architecture detail page, click Export to download that specific diagram as .puml or .png.

Exporting Requirement Links

Export requirement-to-requirement links (parent-child, dependency relationships):

1. Navigate to Requirement Links
2. Click Export
3. Downloads as XLSX with source requirement, target requirement, link type, and level information

Importing

Import Requirements

1. Navigate to Requirements → Import
2. Choose source:
   • File upload — Excel/CSV file with requirements
   • From Jira — Import via JQL query (see Jira Integration)
3. Map columns to Pidima fields
4. Select the target level
5. Click Import

Requirements are created with auto-generated IDs following the project's naming convention.

Import Test Cases

1. Navigate to Test Cases → Import
2. Upload an Excel/CSV file
3. Download the template first if you need the expected column format
4. Map columns and import

Import Architecture (Bulk PlantUML)

1. Navigate to Architecture → Import
2. Upload one or more .puml files
3. The import runs asynchronously — each file becomes a separate architecture diagram
4. Monitor progress in the jobs panel

Import Traceability Links

1. Navigate to Traceability → Import
2. Upload an Excel file with requirement-to-test-case mappings
3. The import matches by requirement and test case names/IDs
4. Runs asynchronously for large files

Import Requirement Links

1. Navigate to Requirement Links → Import
2. Upload an Excel file with source/target requirement mappings
3. Links are created between matching requirements

Import Architecture Links

1. Navigate to Architecture → Import Links
2. Upload a file with architecture-to-requirement mappings
3. Runs asynchronously

Import Templates

For file-based imports, download the template first to ensure your data matches the expected format:

• Test Cases — Click Download Template on the import dialog
• Requirements — Use the standard column headers: Name, Description, Type, Priority, Domain

Best Practices

• Export before major changes — Create an Excel export as a backup before bulk operations
• Use templates — Always download and use the import template to avoid mapping errors
• Filter then export — Apply filters before exporting to get exactly the data you need
• ZIP for architecture — When exporting multiple diagrams, use the ZIP option to keep files organized
• Audit trail — PDF exports are ideal for compliance audits and milestone reviews