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Importing Test Cases from Excel File
Introduction
Import Test Cases from Excel to create new test assets or update existing ones by re-importing modified test cases. You can upload files with multiple sheets, maintain test case sequence, map fields efficiently, and manage versioning.
Keep the file size within the recommended limit of 10 MB when uploading.
Preparing Excel File
Supported Formats
Use any of the following templates to structure your data:
Test Case with Test Steps in a Single Row
Test Case with Test Steps in Multiple Rows (steps in individual rows)
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Formatting Guidelines
Enter comma-separated values for fields with a multi-lookup list.
Ensure that all the columns in the Excel file have a corresponding field in QMetry.
If any column doesn’t map, create a corresponding custom field from Manage Fields under Administration.
Import excludes Graphs, Filters, Merge Cells and HTML Tags that exist in the Excel file.
To import a test case into multiple folders, use a colon-separated list of folder names.
Folder Options During Test Case Import
The import wizard helps you import test cases directly into specific folders or sub-folders within the Test Case module of the current project.The import process follows the same order as the Excel file. Here are some reasons for this approach:
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.
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.
Importing New Test Cases
First-time import refers to adding new test cases that are not yet in the system. It creates those test assets with version 1.
To import new test cases, perform the following steps:
Go to the Test Cases module.
Click the cog icon and select Import.
It opens the Test Case Import wizard, displaying the three stages of import:
Upload Source File
Map Fields
Select Import Folder
4. Step 1: Upload Source File
Before uploading the file, specify the Test Step Format:
Test Case Steps in Single Row: If a test case has multiple steps listed in one row.
Test Case Steps in Multiple Rows: If a test case contains multiple steps, each step is written in a separate row.
Click Choose File to Upload Source data.
Note
If an "Invalid file" error appears during upload, open the file in Microsoft Excel, save it as a new "Excel Workbook," and then re-import it.
Select XLS Sheet: The drop-down lists all available sheets in the Excel file. Select at least one sheet to proceed.
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.
8. Map the Fields
Map each Excel field to the corresponding QMetry field.
Mandatory fields are marked in red.
Incorrect mappings can be modified or removed.
9. Step 3: Save Mapping
Click Save Map, enter a name, and save the mapping.
To reuse, select the saved map. The system auto-applies the saved mapping.
Additional Mapping Options
Auto Map: Automatically maps fields using keywords in the header.
All Mappings: Shows previously saved mappings created by the logged-in user.
Click Next to proceed.
10. Selecting Import Folder
Select the destination folder for importing the test cases.
To create a new folder, select a parent folder, enter the folder name, and click the Add Folder.
Enable Create Folder with Sheet Name to auto-create folders for each sheet.
Enable Import with Warning to truncate summaries longer than 255 characters instead of rejecting them.
Click Finish to start import.
You can track the import progress in the notification window on the application header.
Importing Test Cases Containing Linked Shareable Test Cases
Pre-Requisite: The Shareable Test Case should already exist in the system.
For test cases with linked Shareable Test Cases, the following fields must be included in the import file:
Shareable Test Case Entity Key.
Shareable Test Case Version Number.
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The system creates shareable test case steps 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.
Notes
The Shareable Test Case Key and Shareable Test Case Version Number fields can be mapped or unmapped during import.
The system matches only the key and version during import; it ignores any changes to the test case content.
Re-importing Test Cases
You can re-import modified test cases to update existing ones.
To re-import test cases, perform the following steps:
When re-importing 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.
Note
Folder associations can only be added, not removed, via re-import.
To re-import test cases, perform the following steps:
Export test cases from QMetry via Bulk Operations.
Make edits in Excel.
Re-import using the same steps as for new test cases.
The system increments the version number by 1 for each re-import.
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 Path only if moving assets to a different folder.
Unmapped fields retain values from the previous version.
You can remove incorrect field mapping individually.
You can have blank sheets or headers. You can also include logos or intro text in early rows.
Save Mapping Configuration.
Select Import Folder.
Click Next.
Note
You can have blank columns, headers, or sheets during upload. Organizations may use the first sheet or initial rows for content like a name, logo, or introductory text instead of actual test cases.
Reimport Test Cases Containing Linked Shareable Test Cases
During re-import, the system creates a new version of each test case, 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. You can click the entity key to access the shareable test case.
You can map or unmap the Shareable Test Case Key and Shareable Test Case Version Number fields during import.
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