Importing test cases from Excel

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Importing a test case

To start importing the test case, open the V4 menu and select Import activities. Click the upload button to import the Excel file.

Select mapping from cells.

Choose whether to create a test case unpublished or published. An unpublished test case only appears in Planner.

If you are updating an existing test case, select “Update”.

Check the Map tests box.

Enter the line from which the test lines begin.

Mapping

Fields marked with asterisk(*) are mandatory. Select the equivalent in the table in the Excel file by first clicking the link button in the field on the mapping table and then the link button in the Excel file. You can unlink by clicking the cross.

Note! When loading test cases, there are two mapping tables. Be sure to fill in the information for both.

You can also set only the default value on the table. Select a default value from the drop-down menu.

If you set the link and the default value, the activity will primarily have the value in Excel, but if it is empty, the activity will have the default value selected in the table.

Test rows can also have header rows. Mark the line in Excel with either a letter or a number. Map the header row.
Click Generate preview to go to the preview. Click the arrow to display the test table.

Items marked in red are critical errors. The error is preventing the download, so they should be fixed.

Items marked in orange are invalid but do not prevent downloading. Fields are imported blank.

A yellow color indicates that the field is missing a value, but does not prevent loading. The field is imported blank.

A green color indicates that the mapping is OK.

A blue color indicates that the default value is OK.

To return to mapping, click the Mapping tab.

Click Save to download the activities. When the download is complete, OK will appear in the “Server results” column.

Saving mapping layout

You can save mapping layouts to make it easier to import activities in the future. Complete the table first and then click “Manage” from the “Mappings” menu.
Name the layout and save. In the future, you can select the layout you made from the menu.

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