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How to import requirements using excel file?
There are three major steps involved in import from Excel:
- Convert the requirement/test case file (XLS/XLSX/CSV) format into QMetry field format to make it compatible with QMetry.
- Import the XLSX/XLS/CSV file into QMetry by mapping the QMetry fields with XLSX/XLS/CSV columns.
- Verify that the imported requirements/test cases are displayed in QMetry as you expected.
QMetry helps you import requirements that are maintained in the Excel file. You can import bulk requirements and start maintaining them in QMetry. The requirements are imported in the same order that of in the Excel file.
QMetry supports the seamless import of Excel files with multiple sheets. The import can create a new folder per sheet name and import the requirements accordingly. For example, there are 30 sheets in an Excel file with requirements on each of the sheets. The import will create 30 folders as per the Excel sheet names and import requirements into them if the Create folder with sheet name option is selected before starting the import.
If you want to import requirements from a Jira, then refer to Sync Requirements and Issues from Jira.
Best Practice: To carry out the import process smoothly, it is recommended that the size of the file you upload should be a maximum of 10 MB.
Fresh Import of Requirements from Excel File
First Time Import is when the organization does not have requirements in QMetry and they import requirements for the first time. This Import is the creation of test assets for the first time. Import always creates version 1.
Convert Requirement data into QMetry Format
Download either of the Requirement templates provided below. Fill the template with your requirement data that you want to import into QMetry. Enter comma-separated values for fields with the multi-lookup list. Make sure that all the columns in the Excel file have a corresponding field in QMetry. The majority of the columns in the Excel file should map to one of the QMetry fields. If there are columns that don’t really map, define those additional fields as User Defined Fields in QMetry (Administration > Manage Fields).
Re-import Requirements from Excel File
Users can export requirements from QMetry, make required changes in the Excel file and re-import the file into QMetry. This re-import will update the existing requirement details in QMetry. Re-import of requirements allows users to do bulk modification of already created requirements via excel. This saves time where bulk edit feature is not available. Re-import increases the existing version by 1.
You can export test cases from QMetry through Bulk Operations which provides options to Export as XLSX and Export as CSV. Refer to Exporting Requirements for more details.
Note: If the requirements that are being re-imported contain issues imported form Jira, then such issues will not be updated with the re-import.
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