Importing Test Cases from an Excel File
Import multiple test cases from Excel to create new test assets in QMetry or update existing ones through re-import. Upload files with multiple sheets, maintain the test case sequence, map fields, and manage versioning.
You can also import test cases into specific folders or sub-folders within the Test Case module of the current project.
Note
Keep the file size within the recommended limit of 10 MB when uploading.
Convert your data in system format before importing.
The system retains the order of test cases as defined in the Excel file.
Preparing Excel File
Use any of the following templates to prepare your excel for import:
TestCases with Steps in Multiple Rows_multiple worksheets.xlsx
TestCases with Steps in Single Row_multiple worksheets.xlsx
Enter comma-separated values for fields with a multi-lookup list.
Ensure all columns in the Excel have a corresponding field in QMetry.
If a column does not map, create a custom field from Manage Fields.
Import excludes Graphs, Filters, Merge Cells and HTML Tags.
To import test cases into multiple folders, use a colon-separated list of folder names.
Automatically link a test case to a requirement by adding the requirement key in the "Linked Requirements" column of your import file.
Use the Entity Key for internal requirements or the External Key for externally synced requirements.
Based on this format, select the Test Step Format while uploading the source file.
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.
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Re-importing Test Cases
Re-import modified test cases to update existing ones.
When re-importing test cases that already exists in the project, note the following points:
If you select the same folders as the current ones, the test case remains unchanged. It stays in its original location and keeps all existing folder associations.
If you select different folders, the test case is reused in the newly selected folders. It retains its original folder associations, and the newly selected folder paths are added.
If a selected folder does not exist, the system automatically creates 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.
Note
The system increments the version number by 1 for each re-import.
Mapping the Fields (Mandatory and Optional)
Map all mandatory fields:
Map Entity Keys to update the right test case.
Map Summary and all required fields.
Map Folder Path only if moving assets to a different folder.
Unmapped fields retain values from the previous version.
Remove incorrect field mapping individually.
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.
Reimporting Test Cases with 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.
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The shareable test case link remains intact. You can click the entity key to access the shareable test case.
Note
Map or unmap the Shareable Test Case Key and Shareable Test Case Version Number fields during import.