Import Test Cases

• Download Template.xlsx for your reference. Ensure the file you are importing is in QMetry format.

• The Summary field is mandatory.

• When importing Test Case Steps, you must provide a value for the Step Summary field; it cannot be left blank.

• You must specify the user key in the Assignee and Reporter field columns in the Excel sheet. To obtain the key for a specific user, execute the Jira API shown below and note the highlighted key. In older versions of Jira, your key might resemble the username; however, in the latest versions of Jira, your key is different from the username.

  http://{BASE_URL}/rest/api/2/user/search?username={username}

  

• Specify Sprint as per the format Board Name/Sprint Name

• Select Sheet: Once you upload the file, the drop-down starts showing the sheets included in the file.

• Destination Folder: It displays the default path of the selected folder in the Test Case folder tree. This is the path wherein the test cases will be imported. You can change the import folder path by selecting another folder path in the Destination Folder drop-down list.

• Date Format : This option is available only in case the import file is in CSV format. This option allows to choose the date format used for the Date type column from the CSV file.

• If a Test Case with the same key already exists in the system, then:

  • Import with New Version: This will create a new version of your existing Test Case.

    Note

    If QMetry permissions are enabled, the Import with New Version option will be available only to users with the Test Case Versioning permission.

  • Skip: The test case will be skipped.

• If the test case fields, like components and labels, do not exist in the project:

  • Create: New values for the list will be created in QMetry Test Management for Jira.

    Note

    • If QMetry permissions are enabled, the Create option will be available only to users with the Configuration Modify permission.

    • Fix Version, Sprint, Assignee, and Reporter will not be created.

  • Ignore: New values in the Excel file will be imported as blank, and existing values will be imported.

    Click Next.

    

• There are two columns on the screen: QMetry Field and Sheet Field. Map the Sheet Fields with QMetry Fields. Enable Auto Mapping to auto-map the fields.

• The field values in Excel will be imported into QMetry for Jira accordingly. (Custom fields can be mapped.)

• QMetry Fields marked with * are mandatory to be mapped with the Sheet Field.

• If the system and custom fields are marked as mandatory in the Configuration section, ensure these fields are not left blank in the Excel sheet.

Folder

In addition to the Destination Folder Path selected in Step# 1, you can import test cases in the Folder Paths defined in the Excel file. This folder path is mentioned in a specific column in the Excel file. You can also mention multiple folder paths to import test cases to multiple folders simultaneously. It helps users import the test cases in multiple folders at a time to avoid repeated imports of the same test cases. If the folder field is not mapped, then the test cases will be imported into the Destination Folder path selected in step # 1. If the folder field is mapped, the test cases will be created in the folders under the Destination Folder path selected in Step # 1. If the folder does not exist, it will be auto-created according to the hierarchy specified in the folder path in the actual file.

• If a folder defined in the Excel file already exists in the folder hierarchy, it will be reused during the import process.

• You can mention multiple comma-separated (,) folder paths in the column. For example, if you want to import test cases in Folder A and Folder B, you can mention in the import file: Folder A, Folder B.

• You can also mention a Folder path that contains a subfolder. For example, “Configuration/Device Configuration”.

• If the Folder Path mentioned in the sheet exists under the selected Destination Folder, then the test cases will be imported under the existing folder(s). So make sure you select the Destination Folder in Step #1 accordingly.

• If the Folder Path mentioned in the sheet does not exist under the Destination folder, then new folders will be created under the Destination Folder Path that you selected at Step# 1 above. So make sure you select the Destination Folder accordingly.

  

• Test Case Attachment Path: Path of the folder where the attachments are stored in the attached zip file. If the files in zip folder are at root folder level, then this field can be left blank.

• Test Case Attachment Name: Name of the attachment to be linked with the test case.

• Test Step Attachment Path: Path of the folder where the attachments are stored in the attached zip file. If the files in zip folder are at root folder level, then this field can be left blank.

• Test Step Attachment Name: Name of the attachment to be linked with the test step.

  You can place attachments either at the root folder level or within subfolders in the ZIP file.

  Scenario 1: When the attachment is located under the sub-folder of the zip.

  (A) When the sub-folder name and the Attachment Name are specified in the Excel file, then that particular file under the mentioned folder will be attached to the test case/test step.

  (B) When only sub-folder name is mentioned in the Excel file, then all the files under that folder will be attached to the test case/test step.

  

  Scenario 2: When the attachment is located at the root folder of the zip.

  (A) When the Attachment Path is not mentioned, then all the files at the root folder will be attached to the test case/test step.

  (B) When only the Attachment Name is mentioned, then that particular file will be attached to the test case/test step.

  

  For the Folders QMetry field, select the Excel sheet column in the Sheet Field in which the folders are mentioned.

• Use the syntax of the parameterized step in the Excel file is [~Parameter_name]. For example, [~Username].

• When Excel has test cases with existing parameters imported, then the parameters are reused in the steps and associated in the Parameters section in the Steps tab on the test case detail page.

• When an Excel file containing test cases with parameters not present in the QMetry Test Management for Jira project, the parameters are automatically created in the project, provided the user has Configuration Modify permissions. If the user lacks the required permissions, the new parameters in the test steps will be treated as plain text and will not be created as parameterized values.