Exporting Data

To export the data, click the Export button.

The next screen is login screen.

Username: This is the Username displayed in of your JIRA Profile. It is different from the Email in JIRA.
Password: Enter Password for the JIRA instance.
JIRA URL: The URL of JIRA instance from where you want to export the data.
API KEY: This API Key is generated from the JIRA instance you want to conduct the export from. The API key is copied from QMetry > Configuration > Import/Export Tool > Authentication.
Select Server version.

Proxy Configuration

Configure Proxy settings by entering Host and Port.

Click Save.

It will navigate you back to the Login screen. Click on the Login button.

The next screen opens.

If you are exporting, then enter the following fields:

Select Project: The drop-down menu has list of projects on it. Select the Project the data of which is to be exported.
JQL: Write the JQL to select the entity you want to export the data of: Test Run, Story, Test Scenario, Test Case. If the field is kept blank, then all the issues of the Project will be exported.
Select Destination File: Click the button and locate the destination path to store the file that is being exported. The Save As dialogue opens. Also mention the File Name to save the Excel file with.

Click the Export button to initiate the export process.

The next screen opens displaying the progress of export in terms of:

Issues: The percentage of issue data got exported.
Execution: The percentage of test run execution exported.

Save Log: In case of errors, the relevant message is displayed on the screen. The Export process is still carried out. User can click on the Save Log button to save the logs and view it later for the list of errors.

Importing Data

Open the stand alone application.

The main page has two buttons on it: Export and Import.

Click the Import button to import the Excel file that was exported.

The next screen is login screen.

Username: This is the Username displayed in of your JIRA Profile. It is different from the Email in JIRA.
Password: Enter Password for the JIRA instance.

JIRA URL: The URL of JIRA instance to which you want to import the data.
API KEY: This API Key is generated from the JIRA instance you want to conduct the import to. The API key is copied from QMetry > Configuration > Import/Export Tool > Authentication.
Select Server version.

Proxy Configuration

Configure Proxy settings by entering Host and Port.

Then click Save.

It will navigate you back to the Login screen. Click on the Login button.

The next screen opens.

Select either of the file format you want to import.

QMetry Standard Template

Click here to expand...

Step 1 Getting Started

Select the excel file template you want to import into QMetry.

Here, select QMetry Standard Template.

Click Next.

Step 2 Project Selection

Enter the following fields:

Choose File: Click the Choose File button to browse and pick the file to import.

Note: The file should be in the format defined by QMetry Test Management for JIRA. Refer Template.xlsx for your reference.

Select Sheet: The field remains disabled if you are importing file in QMetry Standard Template.
JIRA Project: The drop-down menu has list of projects on it. Select the project in which the data is to be imported.

Note: User should have Admin rights for the Project to carry out import.

Click Next to proceed towards Field Mapping of columns in the Excel file.

Step 3 Field Mapping

The left side of the screen displays custom Column Names from Excel file you uploaded to import and the right side displays Issue Fields i.e. custom fields from JIRA.

You can auto map the fields by clicking on the Auto Map link.

If the excel file does not have custom fields in it, then the Field Mapping step will be skipped.

Click Next to proceed towards next step.

Step 4 Import Options

The screen asks for setting Import behavior for User Story, Test Scenario, Test Case and Test Run independent of each other.

In case of issues already exist in JIRA, you can either update existing issues or create new issues in JIRA.

Create New: It will create issues afresh as per the Excel even if the same issues exist in JIRA.
Add to existing: It will reuse existing JIRA issues. If issues do not exist in JIRA, then new issues will be created as per the Excel file and added to the existing association. It will add test cases to the associated test cases of the story.

Example: There are 10 issues in Excel, out of which 6 already exist in Jira. Then the remaining 4 will be imported and added to the test cases associated with the story. The existing 6 issues will not get affected.

If Jira Summary does not match with Summary in Excel file, then the Summary of issue being reused will also get changed according to the Excel file.

Replace all with: It will reuse existing JIRA issues. It will replace all existing association of issues in JIRA. If issues do not exist in JIRA, then new issues will be created as per the Excel file and will be added to the association.

Example: There 10 issues in Excel, out of which 6 already exist in Jira.Then the remaining 4 will be imported and added to the test cases associated with the story. The association of existing 6 issues will be replaced as per Excel.

If Jira Summary does not match with Summary in Excel file, then the Summary of issue being reused will also get changed according to the Excel file.

Click the on the Start Import button to initiate the import process.

The next screen opens displaying the progress of import in terms of:

Components
Versions
Issue Creation
Platforms
Result Status
Execution Results
Issue Attachments: There is an Attachment column in the excel sheet which contains path on wards the excel file location on the drive. The issues that lie on the mentioned path are get attached to Jira.

Save Log: In case of errors, the relevant message is displayed on the screen. The Import process is still carried out. User can click on the Save Log button to save the logs and view it later for the list of errors.

Note: If you are performing re-import of issues from Excel file, then new issues will be created in JIRA. The existing issues in JIRA will not get updated.

External Template