Before you begin:
Please make sure that you have added all the custom fields and altered any system values before you start the import.
- if you would like to upload a test case with a custom status value of "Complete" but you have not added it to the project's Field Settings, then you will experience errors.
- if you have a custom field on your excel sheet that IS NOT in qTest, then you will experience errors. You must first create the custom field in your project's Field Settings before the import.
Adding Custom Fields and Values (Part 1 of 3)
Please see this guide on how to add custom values to your project as a Project Administrator.
Importing New Test Cases (Part 2 of 3)
Import Test Cases Wizard pops up for mapping.
Drag available fields and drop to map to corresponding qTest's Test Case fields
Click Import button to finish
- Go to Test Design and MUST select Root page of Test Design Tree
- Select Import Excel icon from toolbar.
- Import Test Cases Wizard pops up.
- Download Sample Import Template to refer to standard format for the best Import Test Cases
- Drag and drop or select the excel files from a folder to import. The selected file can be in .xls or .xlsx format.
Import Test Cases Wizard Pop-up
- Check on "Use imported file's first row as header" to let qTest use the first row of your excel file as header. qTest will get the file's header as available fields for mapping.
Mapping with File's Header
Import Test Cases Wizard Pop-up for Mapping
- When you perform an import, a single stream of emails might be sent out upon notification settings. To prevent any confusion, the email notifications are disabled for the action by default but they can be activated if needed by ticking on option Send out notification emails.
Important Business Rules for Import New Test Cases:
- You can only map 1 column in excel file to 1 qTest's field.
- DO NOT map Test Case ID for importing new Test Cases. System will automatically generate unique IDs for new Test Cases.
- qTest's required fields must be mapped to a column in Excel file. If columns mapped to required fields contain no value, system will generate error message indicating an unsuccessful import.
- qTest's non-required fields can be left blank without mapping. If columns mapped to non-required fields contain no value, those fields will be imported into qTest with either blank data or default values you define in your project's Field Settings.
- Each sheet in imported excel file will be imported as 1 qTest's Module named as sheet name.
Importing to Update existing Test Cases (Part 3 of 3)
You can export Test Cases from qTest into Excel file, edit and import back to qTest to update existing Test Cases.
The process is similar to import new Test Cases from an excel file. However, there are some rules to update Test Cases by importing excel files.
- To update existing Test Cases into existing Modules, you have to map exact Test Cases IDs and have exact excel sheet name with "Module ID + Module Name".
- If you only map Test Cases' IDs with Incorrect mapped Module ID/Name in excel sheet name, system will generate an error "Invalid Test Case Id value" and fail to import.
- If you DO NOT map Test Cases IDs but rename the excel sheet by Module ID + Name, you will add new Test Cases into existing Modules
- To know the Module ID, click Toggle icon on the top toolbar of Test Design, next to Export Test Case Reports icon and check to toggle Modules.
- Make sure you enter the right ID and Name of the Module you want to import for the Excel sheet name. Otherwise system cannot find the right Module you want to import/update.
- Although qTest supports the Module name's length up to 500 characters, Excel sheet name is limited to 31 characters only. Thus, you should not enter a long Module name and check your Excel sheet name before importing to update.