Introduction
The Import Test Case feature helps you import test cases from an Excel file (CSV/XLSX format) file into QMetry Test Management for Jira app.
Use Case: An organization has its test cases documented in an excel file, now they have chosen QMetry Test Management for Jira app and want to import their test cases into QMetry.
Where to Find the Feature
Go to the QMetry menu > Test Management > Test Case tab.
Click on the Import button at top right.
Permissions Required
If QMetry permissions are not enabled:
Project Access permissions
If QMetry permissions are enabled:
Test Case View, Create, Edit, Delete, Versioning, and Manage Folders
Import Permissions
Configuration View and Modify permissions. (For auto-creating labels, components)
Steps to import test cases from a csv/xlsx format
Upload File
Map Fields
Import
Note: You can import test case file with a maximum size of 10 MB.
The Import limit is temporarily set to 5000 rows for test cases and steps. Find more details here. The limit will be reset to 10 MB once the issue is resolved permanently.
Step 1. Upload File
Download Template.xlsx below for your reference. Ensure the file you are importing should be as per the format as QMetry format.
Assignee and Reporter field are identified using account id. How to fetch the Account ID of a user?
Sprint should be specified as per the format Board Name/Sprint Name
Browse / Drop File:
You can either
Browse and select the excel file to upload or
Drag the excel file and drop it in the specific area on the screen
Select Sheet: Once you upload the file, the drop-down starts showing the sheets included in the file.
Destination Folder: It displays the default path of the selected folder on the Test Case folder tree. This is the path wherein the test cases will be imported. You can change the import folder path by selecting another folder path on the drop-down list.
Date Format : This option is available only in case the import file is in CSV format. This option allows to choose the date format used for the Date type column from the CSV file.
If a Test Case with the same key already exists in the system, then:
Import with New Version: This will create a new version of your existing Test Case.
Skip: The test case will be skipped.
If Test Case fields like components, labels do not exist in the project:
Create: New values for the list will be created in QMetry for Jira.
Note : Fix Version, Sprint, Assignee, Reporter will not be created.
Ignore: New values in the excel file will be imported as blank and existing values will be imported.
Click Next.
Step 2. Map Fields
There are two columns on the screen: QMetry Field and Sheet Field. Map the Sheet Fields with QMetry Fields. Enable Auto Mapping to auto map the fields.
The field values in excel will be imported into QMetry for Jira accordingly. (Custom fields can be mapped)
QMetry Fields marked with * are mandatory to be mapped with Sheet Field.
Folder
In addition to the Destination Folder Path selected in Step# 1, you can import test cases in the Folder Paths defined in the Excel file. This folder path is mentioned in a specific column in the Excel file. You can also mention multiple folder paths to import test cases to multiple folders at a time. It helps users import the test cases in multiple folders at a time so that they can avoid repeated imports of the same test cases. If the folder field is not mapped, then the test cases will be imported in the Destination Folder path selected in step #1. If the folder field is mapped, then the test cases will be created in the folders under the Destination Folder path selected in Step #1.If the folder doesn’t exist, then the folders will be auto-created as per the hierarchy set in the folder path set in the actual file.
Multiple comma-separated (,) folder paths can be mentioned in the column. For example, If you want to import test cases in folder A and folder B, here is how the folders should be mentioned in the import file: Folder A,Folder B.
Folder path containing sub-folder can also be mentioned. For example, “Configuration/Device Configuration”.
If the Folder Path mentioned in the sheet exists under the selected Destination Folder, then the test cases will be imported under the existing folder(s). So make sure you select the Destination Folder in Step #1 accordingly.
If the Folder Path mentioned in the sheet does not exist under the Destination folder, then new folders will be created under the Destination Folder Path that you selected at Step# 1 above. So make sure you select the Destination Folder accordingly.
For the Folder QMetry field, select the excel sheet column in the Sheet Field in which the folders are mentioned.
Story Linkages
QTM4J provides an ability to link test cases with relevant Jira stories (i.e. Jira issue type mapped as Story) while importing the test cases through an excel sheet using the Import Test Case feature. The mentioned stories should be available in Jira.
A column Story Linkages is added to the import test case sheet. You can also find the column when you export existing test cases to excel. You can re-import the excel sheet with story keys filled in.
Define the Issue Key in this column, which should be mapped at Step# 2 of Map Fields while importing test cases. The defined key is then linked to the test case that is being imported.
To link multiple stories in a test case at a time, define comma-separated Issue Keys in the Story Linkages column.
The feature is helpful when users have bulk test cases to import and also have to link stories with these test cases.
→ Permissions: Users should have Requirement Edit permission to import test cases with Story Linkages.
For the Story Linkages QMetry field, select the excel sheet column in the Sheet Field in which the Story Keys are mentioned.
Once you are done with mapping the fields, click on the Start Import button.
Step 3. Import
The bar on the screen shows the progress of the test case import.
Click Done when the import process is over.
Limitations
Attachments can not be imported. They should be attached from the UI once the Test cases are imported.