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Importing Test Cases Using Excel Import

Create New Test Cases Using Excel Import

qTest Manager can be used to import test cases from an Excel spreadsheet to create new test cases as well as to make changes to existing test cases.  While there is an example sample template, as long as the test cases and steps are individual rows, any column value can be mapped to a custom field within qTest Manager.  Lastly, our import wizard provides the ability to import test cases directly into specific modules by altering the Excel file's individual sheet names to align to the modules within qTest Manager. 

Importing test cases from Excel consists of the following steps, described below. 

  1. Download the Sample Import template.
  2. Fill out test case information on the Sample Import template inside Excel.
  3. Adjust field settings as needed in qTest Manager.  
  4. Import the Excel file to qTest Manager.

Download Sample Import Template

To import test cases from the Sample Import Template, perform the following steps. 

  1. Select the Test Design module, and then select the root level in the left panel, as shown in the following screenshot.  Then, click the Import Excel icon located in the left panel.  


  2. Click the Sample Import template link.  The Sample Import template is displayed.



Fill Out Sample Import Template Inside Excel

  1. Fill out the Sample Import template by entering the Name, Type, Status, and Description of the test case.  If you wish, you can create custom fields on the spreadsheet.



  2. Make sure the field values on the spreadsheet match the available values in qTest Manager.  If the values do not match, you must either add the values for these fields in Field Settings within qTest Manager or modify the Excel spreadsheet so the values match the existing values in qTest Manager.  For additional information, refer to the ‘Modify System Field’ article.  An example for how to adjust field settings is provided below.  

    Similarly, if any columns in the spreadsheet represent a field that does not exist in Field Settings, you must first create the custom field in qTest Manager and assign the values for the field (if the field is a combo-box field type) so the import runs smoothly.  For more information, see the ‘Add Custom Field’ article.



  3. Save the Excel file.

Adjust Field Settings As Needed 

In the following example, the Type field in qTest Manager has four existing values in qTest Manager: Manual, Automation, Performance, and Scenario.   

The Excel spreadsheet shown below contains two test cases.  In Test Case 003 the value ‘Manual’ for the Type field matches an existing value for this field in qTest Manager.  However, in Test Case 004, the value ‘New Value’ for the Type field does not match an existing value for this field in qTest Manager.

  1. To add the custom value called ‘New Value’, go into Field Settings in qTest Manager, click on Test Cases in the left panel, and select the Type field on the Test Case screen
  2. On the Edit System Field screen, click the Add Value button and add a value called ‘New Value’ for the Type field.  Then, click the OK button.


 

Import Excel File to qTest Manager

After you have modified any existing system fields or added any new custom fields in FIeld Settings in qTest Manager, perform the following steps to import the Excel file to qTest Manager

  1. Re-select the Test Design module in qTest Manager.  The Test Design root page is displayed.  
  2. Click the Import Excel icon, located in the left panel.



  3. The Import Test Case Wizard pop-up window is displayed.  Drag and drop the Excel file or select the applicable file from a folder to import it into qTest Manager.  The file must be in the .xls or xlsx format and be less than 10 MB.

    HINT:  If you want to import the test cases into an existing folder, then before importing, make sure to update the Excel sheet’s name to match the existing folder, using the syntax: MD - ## and the Folder name.  As shown in the screenshot below, the syntax MD-27 is located next to the folder name Existing Folder in test design.  



    I
    n this example, the spreadsheet’s sheet name has been updated below to be called MD-27 Existing Folder so the test cases will be imported into this folder.



    If 
    you do not wish to import the test cases into an existing folder, leave the sheet name empty and the import process will create a new folder.



  4. Click the Next button on the Import Test Case Wizard pop-up window.  The Import Test Case Wizard redisplays.  The fields in the ‘Available fields for mapping’ area at the top of the screen are the fields in the Excel spreadsheet.  The fields in the ‘qTest’s Test Case Fields area in the left column of the screen are the fields in Field Settings in qTest Manager.  
  5. To perform the field mapping, drag and drop each column name from the ‘Available fields for mapping’ area to the ‘Imported Spreadsheet’s Columns’ in the right column, to the right of the corresponding qTest Test Case field.  

    IMPORTANT: Do not map the Test Case ID.  qTest Manager will auto-generate this value.   



    HINT: The Excel column name and corresponding qTest field name do not have to match.  For example, if the Excel column is called ‘Test Case Status’ and the qTest field is called Status, that’s fine.

  6. Click the Import button to import the spreadsheet into qTest Manager.

    The following screenshot shows the newly created folder with the uploaded test cases and the test cases we imported into our existing folder.  


Modify Existing Test Cases Using Excel Import

You can upload changes to test cases that currently exist in qTest Manager by using an Excel import.  To do this, export the test cases to Excel.  Then, edit the file in Excel and import the file to qTest Manager to update existing test cases.  This functionality enables you to upload all updates at one time, rather than modify one test case at a time in the qTest Manager interface.  

When importing information in an Excel spreadsheet to update an existing test case, make sure the spreadsheet contains the Test Case ID so that qTest Manager updates the correct object.  The process is similar to importing new test cases from an Excel file only there are some rules to keep in mind.

  1. An easy way to start is to export the Test Case Detail report from the top of the left navigation panel in Test Design. Update the content in Excel and save the changes in Excel before importing the updated file into Test Design.



  2. When importing information in an Excel spreadsheet to update an existing test case, you must map the exact Test Case IDs to indicate which test cases you are updating.  The Test Case ID is displayed in an individual test case at the top of the page, as shown in the following screenshot. 



    The Test Case ID and Module ID can also be displayed in front of the test case name in the left panel by selecting the Toggle IDs display icon (the top right icon in the left panel).and selecting the Test Cases and Modules checkbox from the pop-up window.  The ID appears in front of the test case name in the left panel.   



The Excel sheet name you are importing must include the Test Case ID and Folder Name and must not exceed 31 characters.  Use the form Test Case ID space Folder Name as your sheet name.  For example MD-23 Login Process.



IMPORTANT: If you do not map Test Case IDs, but rename the Excel sheet by Module ID + Name, you will add new test cases into existing modules.  If you map test case IDs with an incorrectly mapped Module ID/Name in the Excel sheet name, qTest Manager will generate an invalid Test Case ID Value error and the import will fail. 

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