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Import from Excel

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Import from Excel

Introduction

 

Import requirements and test cases stored in traditional Excel or comma separated (CSV) format directly into QMetry. To perform the import, ensure you have the necessary access rights to the target project.

There are three major steps involved in import from Excel:

  1. Convert the requirement or test case file (XLS, XLSX, CSV) into QMetry field format.

  2. Import the file and map the QMetry fields and file columns.

  3. Verify the imported requirements or test cases.

Difference between Import and Re-import

The following table describes the difference between Import and Re-import.

Sr. No.

 Component

Import 

Re-import

1

Definition

Import is the creation of test assets for the first time.

Import always creates version 1.

Re-import is a bulk modification of already created test assets. This simplifies bulk editing.

Re-importing increases the existing version by 1.

2

Supported Formats

XLS, CSV, XLSX

XLS, CSV, XLSX

3

What can be imported?

1. Requirements
2. Test Cases
3. Issues

1. Requirements
2. Test Cases
3. Test Suites - Only Executions Status

4

What is mandatory to be mapped? 

1. Summary and all mandatory fields.
2. Folder Paths only if you need the assets arranged in different folders.
3. Unmapped fields remain empty.

1. Map Entity Key with ID.
2. Summary and all mandatory fields.
3. Map the folder only if there are changes to the folder path and you want to move assets from one folder to another.
4. Unmapped fields are picked from the previous version of the corresponding test asset.


Refer to the following guides to perform imports from different file formats:

 

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