Jama Connect Interchange™ Excel Function POC Failure – Large Excel Template File Issue

Kemi
Kemi
  • Updated
Audience: Everyone

Products and Versions Covered: 

  • Jama Connect Interchange version(s): 1.24

Summary

Jama Connect Interchange Excel Function POC Failure – Large Excel Template File Issue
During a proof-of-concept, Jama Connect Interchange could not fetch an attached Excel template and displayed:

“Failed to retrieve Excel template file on Jama item VARIABLE-CMP-1.”

Resolution

Jama Connect Interchange reliably processes Excel templates only when the workbook is kept lean — avoid entire-column formulas, hidden sheets, and tens-of-thousands of rows. Trim the template before attaching; re-test with a reduced file to confirm the mapping UI loads and Preview/Commit completes.

 

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Action

Detail / Workflow

1

Inspect Workbook Size

Open the template; note row count, unused columns, hidden sheets, and heavy formatting.

2

Reduce Footprint

  • Delete unused rows/columns.

  • Remove conditional formatting & macros not needed for Jama Connect Interchange.

  • Save as .xlsx (avoid .xlsb).

3

Re-attach & Map

Upload the slimmed file to the Jama item; go to Field Mapping → select template → fields populate.

4

Validate Sync

Run Preview → Commit; ensure no “Failed to retrieve” errors appear.

5

If Still Failing

Split very large datasets into multiple templates or stage data via smaller import-chunks.

 

Additional Resources 

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