Importing Requirements from Excel File
Overview
You can import Excel files that contain multiple sheets. By selecting the Create folder with sheet name option, you can create a new folder for each sheet, and the requirements will be imported accordingly.
For example, if an Excel file has 30 sheets, the import process will create 30 folders based on the sheet names. The corresponding requirements will then be placed into each respective folder.
If you want to import requirements from Jira, then refer to Sync Requirements & Issues.
Note
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 used when requirements do not yet exist in QMetry. They are being added to the system for the first time. For such requirements, the import operation creates version 1 by default.
Convert Requirement data into QMetry Format
Download 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 map, define those additional fields as Manage Fields in QMetry. You can do this from the Manage Fields option under Customization.
Download Template
Steps to Import Requirements in QMetry
Go to the Requirements module.
Click on the cog icon on the toolbar and select Import.
It opens the QMetry Import wizard, showing the following three stages of import:
Upload Source File
Map Fields
Select Import Folder
Step 1: Upload Source File
Browse the file and upload it to import. Select at least one sheet of the Excel file and click Next.
Note
If you receive an “Invalid file” message while uploading some Excel file formats, then open the file in Microsoft Excel and save the file as type “Excel Workbook” with a different name. After that try to import the newly created file.
The file name appears adjacent to the Choose File button.
Select XLS Sheet: All the sheets that exist within the file are displayed in the drop-down. Select at least one sheet of the Excel file. Select the sheet that contains the test cases you want to import.
→ Importing Multiple Sheets: While importing multiple sheets, the field columns for field mapping are selected from the first sheet. For a successful import, ensure all the sheets have the same columns and format.
Header Row: Mention the row number that is considered as a header row so that all rows after that header row can be imported. The mentioned Header Row will be applicable to all the selected sheets.
Click Next.
Step 2: Mapping the Fields
The fields in the Excel file are displayed under Sheet Field, and the fields in QMetry are displayed under QMetry Field.
Map the fields from Excel and QMetry one by one. Fields mandatory to map are displayed in red color.
Removing the mapping between fields
You can remove the mapping of fields one by one. To remove a single field mapping, open the QMetry Field list and select the Select QMetry Field option.
Step 3: Save Mapping
Before moving on, save your mapping to avoid repeating the same steps when re-importing requirements with the same file format. Click the Save Map button and give your map a name.
Additional Mapping Options
Auto Map: This option maps the system and custom fields automatically by using keywords in the header names.
My Mappings: The drop-down lists out all the mappings saved by the logged-in user while importing requirements. If there is a Map Name on the drop-down, then it shows the mapping currently applied.
Click Next to proceed to the next step for import.
Step 4: Selecting the Import Folder
Select a destination folder for importing the requirements. Once selected, the folder path will be displayed under Selected Path.
To create a new folder, select the location, enter the Folder Name in the text box, and click Add Folder.
Click Finish to complete the Import wizard and start the import process.
Create a folder with sheet name: It creates a new folder for each sheet within the file and import test cases into the respective folders. This helps identify the Excel to which the requirements belong.
Import with Warning: It helps import requirements with a Summary that exceeds 255 characters by truncating the Summary to 255 characters. Select the check box to import requirements even with a larger Summary. If the check box is not selected, the entire import will fail if there are requirements with a Summary exceeding 255 characters.
After completing the import wizard process, the import will be scheduled. An Import Scheduled message will pop up, and you can view the progress in the notification window on the application header.
This allows scheduled imports to run in the background and allows you to continue with other work.
Refer to Notification Window for Import Progress for more details.
Re-import Requirements from Excel File
You can export requirements from QMetry, make required changes in the Excel file, and re-import the file into QMetry. This process will update the existing requirement details in the system.
Re-importing requirements allows bulk modification of already created requirements via Excel. This saves time where the 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.