Importing Test Cases from Excel File

Overview

Import test cases from Excel to create new test assets or update existing ones through re-import. During import, the system creates a new folder for each sheet and organizes the test cases accordingly.

The system imports test cases in the same order as they appear in the Excel file, preserving their logical sequence. This makes it easier to add them to a test suite in the correct order.

The Import Test Case feature supports two distinct templates:

• Test Case with Test Steps in a Single Row

• Test Case with Test Steps in Multiple Rows (steps in individual rows)

The import wizard imports test cases directly into the folders or sub-folders of the Test Case modules under the current project.

The import process follows the same order as the Excel file. Here are some reasons for this approach:

1. Test cases are ordered to produce the most efficient test flow. Hence, the QA Manager wants the test case import order to match the Excel sheet.

2. A user creates a series of test cases in a logical order to be tested, one after another- and after creating those test cases the users want to import the excel file with the test cases in the same order as they are found in the excel file allowing them to be easily added to a test suite in the same order.

First Time Importing of Test Cases from Excel File

First-time import refers to adding new test cases that are not yet in the system. It creates those test assets with version 1.

Convert Test Case data into QMetry Format

QMetry provides two test case templates to help you format your data correctly:

• Test Case with Test Steps in a Single Row

• Test Case with Test Steps in Multiple Rows (steps in individual rows)

Download either of these templates and enter your test case data.

• Enter comma-separated values for fields with a multi-lookup list.

• Make sure that all the columns in the Excel file have a corresponding field in QMetry.

• Most columns should match existing QMetry fields.

If any column doesn’t map, create a corresponding custom field from Manage Fields under Administration.

Importing New Test Cases from Excel

To import test cases from an Excel, perform the following steps:

1. Go to the Test Cases module.

2. Click the cog icon 

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   ​ and select Import.

It opens the Test Case Import wizard, showing the following three stages of import:

1. Upload Source File

2. Map Fields

3. Select Import Folder

Step 1: Upload Source File

Before uploading the Excel file to import, define the format of the test steps that exist in the file. Select either of the following options:

• Test Case Steps in Single Row: A test case has multiple steps, and all the steps are listed in a single row.

• Test Case Steps in Multiple Rows: A test case has multiple steps, and each step is written in a separate row.

Browse the file to upload.

The file name appears adjacent to the Choose File button.

• Select XLS Sheet: The drop-down displays all sheets available in the Excel file. You can select one or more sheets for import. Make sure to select at least one sheet that contains the requirements.

  • Importing Multiple Sheets: While importing multiple sheets, the system uses the first sheet to set field columns for field mapping. For a successful import, ensure all the sheets have the same columns and format.

  • Header Row: Enter the row number to set it as the header row. The system imports all rows below it.

Click Next.

Step 2: Mapping the Fields

Fields from the Excel file appear under Sheet Field, and QMetry fields appear under QMetry Field. Map each Excel field to its corresponding QMetry field. The system highlights mandatory fields in red.

Removing the Mapping Between Fields

To remove a specific field mapping, open QMetry Field and select the Select QMetry Field option.

Step 3: Save Mapping

Save the field mapping to reuse it during future re-imports with the same format.

Click the Save Map button, enter a name for the map, and save it. You can use the saved map for future imports. To reuse the mapping, select the saved map name. The system automatically applies the same field mapping.

Additional Mapping Options

• Auto Map: This option maps the system and custom fields automatically by using keywords in the header names.

• All Mappings: The drop-down lists out all the mappings saved by the logged-in user while importing test cases. If there is a Map Name in 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 to import the test cases. The Selected Path shows the destination folder path as soon as you select the folder in the tree. 

To create a new folder, first select the location, enter the folder name in the text box, and then click on the Add Folder button.

• Create a folder with the sheet name: It creates a new folder for each sheet within the file, and import test cases into the respective folders. It eases the identification of Excel sheets to which the test cases belong.

• Import with Warning: It helps import test case(s) with a Summary that exceeds 255 characters by truncating it to 255 characters. Select the check box to import test cases even with a larger Summary. If the check box is not selected, the entire import will fail if there are test cases with a Summary exceeding 255 characters.

Click Finish to complete the Import wizard and start the import process.

You can track the import progress in the notification window on the application header.

Refer to Notification Window for Import Progress for more details.

Importing Test Cases Containing Linked Shareable Test Cases

For test cases with linked Shareable Test Cases, the following additional fields must be included in the import file:

• Shareable Test Case Entity Key.

• Shareable Test Case Version Number.

Shareable test case steps get created as part of the independent test case in the following scenarios:

• When the Shareable Test Case Key or the Version is Invalid.

• When the Shareable Test Case Key or the Version is Archived.

• When the Shareable Test Case Key is for another project, and you do not have access to the test case.

Re-importing Test Cases from an Excel File

You can export test cases from QMetry, make required changes, and re-import the file into QMetry. This re-import will update the existing test case details in QMetry. Re-import of test cases allows users to do bulk modification of already created test cases via Excel. Re-import increases the existing version by 1. 

You can export test cases through Bulk Operations, which provides options to Export as XLSX and Export as CSV.

Refer to Exporting Test Cases for more details.

When reimporting test cases that already exist in the project:

• If you select the same folders as the current ones, the test case remains unchanged. It stays in its original location with all existing folder associations intact.

• If you select different folders, the test case is reused in the newly selected folders. It also retains its original folder associations, and the new folder paths are mapped accordingly.

• If a selected folder does not exist, the system will automatically create it during the reimport process.

Steps to Re-import Test Cases

To re-import test cases, perform the following steps:

Step 1: Upload Source File

Step 1: Uploading the Source File

Step 2: Mapping the Fields (Mandatory and Optional)

Map all mandatory fields:

• Map Entity Key with Entity Key.

• Map Summary and all mandatory fields.

• Map the Folder Paths only if you want to move assets to a different folder.

• Unmapped fields are picked from the previous version.

• If a field is mapped incorrectly, you can remove the mapping individually.

Step 3: Saving the Mapping Configuration

Step 4: Selecting Import Folder

For detailed instructions, refer to First-Time Import of Test Cases from an Excel File on this page.

Reimport Test Cases Containing Linked Shareable Test Cases

During reimport, a new version of the independent test case is created, preserving links to the Shareable Test Cases while applying changes from the Excel file.

The rest of the process is the same as outlined in Importing Test Cases Containing Linked Shareable Test Cases.

The shareable test case link remains intact, as shown in the image above. You can click the entity key to access the shareable test case.