Importing Requirements from Excel
Import Requirements 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 requirements accordingly. All new test assets are versioned as 1.
Note
Convert the data into a system-compatible format if you are importing new data.
Keep the file size within the recommended limit of 10 MB.
Converting Data into System Format
Download the template and arrange the data according to the import. Use comma-separated values for fields with multi-lookup lists.
Download Templates
Import Requirements Sample File_multiple worksheets.xlsx
Map the columns in the Excel file with system fields. For any columns left unmapped, define those fields as User-Defined Fields in the Manage Fields section.
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Importing Test Assets from Excel
To import from Excel, perform these steps:
Go to the Test Asset Module.
Click the Cog (⚙️) icon and select Import.
It opens the Import wizard, displaying the following steps:
Step 1: Upload Source File
Click Choose File to browse and upload the file to import. Select at least one sheet from the Excel file.
Note
If an “Invalid file” message appears while uploading an Excel file, open the file in Microsoft Excel. Save it as an “Excel Workbook” with a new name, and then try importing the new file.
Select XLS Sheet: Select the sheets for import. Select at least one sheet that contains the requirements.
Importing Multiple Sheets: The first sheet sets the field columns for mapping. Ensure all sheets share 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.
Step 2: Mapping the Fields
Map each Excel field to the corresponding field.
Mandatory fields are marked in red.
Modify or remove Incorrect mappings.
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.
To reuse the mapping, select the saved map. The system applies the saved field mapping.
Additional Mapping Options
Auto Map: Auto-map system and custom fields by using keywords in the header names.
My Mappings: The drop-down displays all mappings saved by the logged-in user during requirement imports. The selected map name indicates the mapping currently in use.
Click to proceed.
Select Import Folder
Select the destination folder for importing the test.
To create a new folder, select a parent folder, enter the folder name, and click Add Folder.
Create folder with sheet name: The system creates a new folder for each sheet within the file and imports test cases into the respective folders.
Import with Warning: Truncates summaries longer than 255 characters instead of rejecting them. If the checkbox is not selected, the import fails if any requirement exceeds the character limit.
Click Finish to complete the Import wizard and start the import process.
Track the progress on the application header.
Re-importing Requirements from Excel
Export Requirements from , update them in Excel, and re-import the file. This allows bulk modification of existing requirements. Each re-import updates the requirements and increases its version by 1.
Note
If the re-imported requirements include issues imported from Jira, those issues are not updated during the re-import process.