Author: Patrick Knowles
Date: July 11th, 2025
Audience: Organization Administrators, Systems Engineers, Data Managers, Configuration Managers
Products Applicable: Jama Connect®
(Editors/Publishers, please remove this section above summary during the review process.)
Branding and Terminology Standards
To ensure consistency and proper use of trademarks in all customer-facing content, please adhere to the following guidelines:
Do not use abbreviations such as “Jama,” “JCI,” or “JCA” in any customer-facing materials.
Always refer to the company as “Jama Software”.
Always refer to the product as “Jama Connect®”.
When applicable, use the full product names “Jama Connect Interchange” or “Jama Connect Advisor”.
Use Case
When using the Relationship Import Plugin, a user may want to select the relationship type that is imported for the set of relationships being added to Jama Connect®.
Best Practice
The best practice to accomplish using a specific relationship type is to change the default relationship type before each specific type of import. This can only be done through the Admin panel of Jama Connect and is a global update.
Implementation
- Gather information for a Relationship Import Plugin
- Create a Relationship Import Plugin
- Generate an import ready CSV file
- Select Admin
- Select Relationships
-
Select the Relationship Type that you wish to import
-
Select the red flag "Set/Clear default item" button
- Import your relationships CSV
If you are attempting to import multiple relationship types, you will need to separate those relationships into separate CSV files repeat these steps for each CSV file. This will allow you to change the default type before importing for each new import.
References
- Relationship Import Plugin
- Success Programs
- Success Catalog
- Datasheets
- Request a Solution Offering or Training from the Success Catalog
Please feel free to leave feedback in the comments below.
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