Import test cases

In addition to creating test cases from scratch, you can also import new test cases and update existing test cases from a Microsoft Excel spreadsheet. You can also use Microsoft Excel to update existing test cases.

Before you start

You need to have the Edit Test Cases permission at the project level before you can download the import template or upload an Excel file.

Create an Excel spreadsheet to import test cases

To create more than one test case at a time, you can import them from a Microsoft Excel spreadsheet with our sample import template.

You can also modify an existing spreadsheet to match the sample import template. For example, if you have an Excel sheet exported from an external ALM tool. Note that test cases imported from a revised Excel spreadsheet won't be integrated with your external ALM tool.

Download the sample import template

To download the sample import template, follow these instructions:

  1. Go to the Test Design tab, and then select your project in the tree panel.

  2. Select the Import Excel icon in the tree toolbar.

  3. In the Import Test Case Wizard window, select either the XLS Template or XLSX Template link to download the template in your preferred format.

Fill out the import template

In Microsoft Excel, fill out the sample import template with the applicable information for your test cases, including names, types, statuses, descriptions, and steps. If you're editing an existing test case, add the Test Case ID. If this is a new test case, leave this value blank so the system can generate you a new Test Case ID.

Optionally, you can add more columns to the spreadsheet to include custom fields.

If you have any information you want to add to the spreadsheet that doesn't apply to an existing field in qTest, you can create a custom field in your project to contain this unique information. Please note, if you use qTest Insights, these reports can't include custom fields at the project level. If you want to include custom fields in your Insights reports, you need to make custom fields in Site Fields.

You can the base template to fit your needs, as long as the contents still align with your qTest fields and values.

Verify that all cells match an available value in qTest Manager. If you're uploading data to a combo box or a checkbox field, you can include multiple values in a cell, separated by commas with no spaces. For example, if you want to include values of 1, 2, 3, and 4, you would enter 1,2,3,4 in the cell. To learn more about the contents for each cell, refer to Manage Test Cases.

Let's take a look at an example of correct and incorrect values. YourType field currently has four values in qTest Manager: Manual, Automation, Performance, and Scenario, and you want to import two test cases.

Ensure the cells in your import template match the available values in qTest.

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. In this case, you need to change this cell to match an available value, or add a new value to the Type field. Learn how to customize the available values for each field in Field Settings .

Choose the module

Your test cases are imported to a module based on the Excel sheet name.

You can choose to import to an existing module or create a new module:

  • To import test cases to an existing module, update the Excel sheet name with the existing module number and name. Use MD-# followed by the folder name. For example, to import Test Cases to the Homepage module, which is module 2, rename the Excel sheet tab to MD-2 Homepage.

  • To import test cases to a new module, give the Excel sheet name the desired name for the new module. During the import, we'll create a new module in qTest using your sheet name.

Note that if you don't rename the sheet tab, the new folder module will have the default tab name. Don't worry, you can change this in qTest at a later time.

Import the Excel file

When you're ready to import your Excel file, follow the instructions below:

  1. Go to the Test Design tab, then select your project in the tree panel.

  2. Select the Import Excel icon in the tree toolbar to open the Import Requirement Wizard window.

  3. Drag and drop or open the file explorer to select the Excel file you want to import. When the upload finishes, the file appears at the bottom of the window.

  4. Select Next to start mapping fields.

  5. Drag and drop each field in the Available fields for mapping section to the field in the Imported Spreadsheet's Columns that corresponds with the test case field. The Excel column name and the mapped qTest field name don't have to match.

    If you are importing a new test case, do not map the Test Case Id field, as we'll auto-generate this value.

  6. Optionally, select the Send out notification emails checkbox to send out a notification email to all applicable users for each imported test case.

  7. Click Import. When the file is successfully imported, a message displays to confirm the import.

  8. Select OK & Refresh to close the modal and refresh the Test Design tab to display the imported test cases.

Modify existing Test Cases using Excel

You can make changes to existing Test Cases in qTest Manager using Microsoft Excel. This functionality allows you to upload several updates at one time, rather than needing to modify one Test Case at a time in qTest Manager.

To modify existing Test Cases using Excel:

  1. Download the Test Case Detail report.

  2. In the Excel file, edit the test case details, as needed.

    Note that the Excel sheet name needs to match the existing module that contains the test cases you want to update. Use MD-# followed by the folder name. For example, to import Requirements to the Homepage module, which is module 2, rename the Excel sheet tab to MD-2 Homepage.

  3. Import the Excel file to qTest Manager.

    Note that when you update existing test cases with an Excel spreadsheet, you must map the exact Test Case Id.