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Import Test Cases

Import Test Cases

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.

Permissions Required

Jira Permissions:

  • Browse Project permissions are required.

QMetry Permissions:

If QMetry permissions are enabled, the following permissions are required.

  • Import Permissions

  • All Test Case Permissions (except Delete)

  • Configuration Modify Permission - Users can create labels, components, new values for custom fields via import.

If QMetry Permissions are not enabled, then users with Project Access permissions can import test cases to the project.

Where to Find the Feature

  1. Go to the QMetry menu > Test Management > Test Case tab.

  2. Click on the Import button at top right.

Note: If QMetry permissions are enabled, the Import button will be enabled only if the users have both Import and Test Case Create permissions. (In the case of QMetry permissions are enabled.)

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Steps to import test cases from a csv/xlsx format

  1. Upload File

  2. Map Fields

  3. Import

Note: You can import a test case file with a maximum of 5000 rows for test cases and steps.

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. 

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.

      • Note: If QMetry permissions are enabled, the Import with New Version option will be enabled only if the users have the Test Case Versioning permission. (In the case of QMetry permissions are enabled.)

    • 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: 

        • If QMetry permissions are enabled, the Create option will be enabled only if the users have the Configuration Modify permission. (In the case of QMetry permissions are enabled.)

        • Fix Version, Sprint, Assignee, Repo