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Import from Excel

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Import from Excel

Starting March 2026 with QMetry Test Management version 8.25.0, the documentation was migrated from Atlassian to a dedicated, standalone QMetry Test Management documentation site. For the latest updates, refer to Import from Excel.

Import requirements and test cases stored in traditional Excel or comma separated (CSV) format directly into QMetry.

You need "Modify" rights in the target project to perform import operations.

Importing from Excel involves three main steps:

  1. Format the import file (XLS, XLSX, or CSV) in the given template.

  2. Import the file and map the fields.

  3. Verify the imported test assets.

Import vs Re-import

The following table describes the difference between Import and Re-import.

Sr. No.

 Component

Import 

Re-import

1

Definition

Import is the creation of test assets for the first time.

Import always creates version 1.

Re-import is a bulk modification of already created test assets. This simplifies bulk editing.

Re-importing increases the existing version by 1.

2

Supported Formats

XLS, CSV, XLSX

XLS, CSV, XLSX

3

What can be imported?

1. Requirements
2. Test Cases
3. Issues

1. Requirements
2. Test Cases
3. Test Suites - Only Executions Status

4

What is mandatory to be mapped? 

1. Summary and all mandatory fields.
2. Map folder paths if you need the assets organized in separate folders.
3. Unmapped fields remain empty.

1. Map Entity Key with ID.
2. Summary and all mandatory fields.
3. Map the folder only if there are changes to the folder path and you want to move assets from one folder to another.
4. Unmapped fields are picked from the previous version of the corresponding test asset.


Refer to the following guides to perform imports from different file formats: