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Import & Export Test Cases - Excel Guide

The Repository supports importing test cases from Excel files and exporting test cases to Excel, JSON, or CSV formats. This enables bulk creation, data migration, backup, and integration with other tools.

Exporting Test Cases

Export Formats

The Repository supports three export formats:

Excel (.xlsx):

  • Rich formatting support
  • Preserves test case structure
  • Suitable for editing and reporting
  • Includes all test case data

JSON (.json):

  • Complete test case structure
  • Machine-readable format
  • Suitable for data migration
  • Preserves relationships and metadata

CSV (.csv):

  • Simple text format
  • Compatible with spreadsheet applications
  • Suitable for basic data analysis
  • Limited formatting support

Exporting Selected Test Cases

To export selected test cases:

  1. Select the test cases you want to export (see Bulk Operations).

  2. Click the “Export” icon in the bulk actions bar.

  3. Choose the export format:

    • Excel: Export as Excel file (.xlsx)
    • JSON: Export as JSON file (.json)
    • CSV: Export as CSV file (.csv)

  4. As a result:

    • A file is downloaded with the selected test cases
    • The file includes all test case data
    • File name includes timestamp and selection count

Exporting All Test Cases

To export all test cases:

  1. Select all test cases using Ctrl+A (or Cmd+A on Mac).

  2. Click the “Export” icon in the bulk actions bar.

  3. Choose the export format.

  4. As a result:

    • All test cases are exported to the selected format
    • The file includes complete test case data

Exported Data

Exported files include:

  • Basic Information:

    • Test case ID
    • Title
    • Description
    • Parent folder

  • Properties:

    • Type
    • Priority
    • Severity
    • Automation status

  • Content:

    • Preconditions
    • Test steps
    • Expected results
    • Step attachments

  • Metadata:

    • Tags
    • Requirements
    • Custom fields
    • Created/updated dates
    • Created/updated by

Importing Test Cases

Import from Excel

To import test cases from Excel:

  1. Click the “Import Testcases” button in the Repository header.

  2. A modal will appear with import instructions.

  3. Prepare your Excel file with the required columns:

    Required Columns:

    • Title: Test case title (required)
    • Description: Test case description (optional)

    Property Columns:

    • Type: Test case type (Functional, Regression, etc.)
    • Priority: Priority level (Critical, High, Medium, Low)
    • Severity: Severity level (Critical, High, Medium, Low)
    • Automation Status: Manual or Automated
    • Tags: Comma-separated tags
    • Requirements: Comma-separated requirement IDs or names

    Content Columns:

    • Preconditions: Test preconditions
    • Steps: Test steps (can include expected results)
    • Expected Results: Expected results for steps

    Custom Field Columns:

    • Project-specific custom fields
    • Column names match custom field names

  4. Upload your Excel file:

    • Click “Choose File” or drag and drop the file
    • Supported formats: .xlsx, .xls
    • Maximum file size varies by configuration

  5. Review the import preview:

    • The modal shows a preview of the data
    • Verify column mappings
    • Check for errors or warnings

  6. Configure import options:

    Folder Assignment:

    • Select default folder for imported test cases
    • Or map folders from the Excel file

    Error Handling:

    • Choose how to handle errors:
      • Skip rows with errors
      • Stop import on first error

    Duplicate Handling:

    • Choose how to handle duplicates:
      • Skip duplicates
      • Create new test cases
      • Update existing test cases

  7. Click “Import” to start the import.

  8. As a result:

    • Test cases are created from the Excel data
    • They appear in the repository
    • You can organize them into folders
    • Import summary shows success/error counts

Excel Import Format

Sample Excel Structure:

TitleDescriptionTypePrioritySeverityTagsStepsExpected Results
Login TestVerify user loginFunctionalHighHighlogin, authEnter username and passwordUser is logged in
Logout TestVerify user logoutFunctionalMediumMediumlogoutClick logout buttonUser is logged out

Step Format:

  • Steps can be separated by line breaks or special characters
  • Expected results can be included in the same cell or separate column
  • Use consistent formatting for best results

Import Validation

The import process validates:

  • Required Fields: Title must be present
  • Field Values: Values must match allowed options
  • Data Types: Data types must be correct
  • Relationships: Requirements must exist
  • Format: Excel format must be valid

Validation Errors:

  • Invalid data is highlighted
  • Error messages explain the issue
  • You can fix errors and re-import

Import/Export Use Cases

Data Migration

Migrating test cases between projects:

  1. Export test cases from the source project.

  2. Review and modify the exported file if needed.

  3. Import the file into the target project.

  4. Organize imported test cases into folders.

Backup and Restore

Creating backups:

  1. Export all test cases regularly.

  2. Store exported files securely.

  3. Restore by importing exported files if needed.

Bulk Creation

Creating multiple test cases:

  1. Prepare an Excel file with test case data.

  2. Import the file to create test cases in bulk.

  3. Faster than creating test cases individually.

Integration with Other Tools

Integrating with external tools:

  1. Export test cases to JSON or CSV.

  2. Process the data in external tools.

  3. Import modified data back if needed.

Reporting

Generating reports:

  1. Export test cases to Excel.

  2. Use Excel features for analysis and reporting.

  3. Create charts and summaries.

Best Practices

Export Best Practices

  1. Regular Backups: Export test cases regularly for backup
  2. Selective Export: Export only what you need to reduce file size
  3. Format Selection: Choose the format based on your use case
  4. Verify Exports: Check exported files to ensure data completeness
  5. Version Control: Keep track of export versions

Import Best Practices

  1. Prepare Data: Clean and format data before importing
  2. Validate First: Review data in Excel before importing
  3. Test Import: Test import with a small file first
  4. Backup First: Export existing data before importing
  5. Review Results: Verify imported test cases after import
  6. Handle Errors: Fix errors and re-import if needed
  7. Organize After: Organize imported test cases into folders

Excel File Preparation

  1. Use Templates: Use provided Excel templates if available
  2. Consistent Format: Maintain consistent formatting
  3. Required Fields: Ensure required fields are filled
  4. Valid Values: Use valid values for dropdown fields
  5. No Merged Cells: Avoid merged cells in data rows
  6. Clean Data: Remove empty rows and columns

Permissions

Access to import/export depends on your role:

  • Project Owner: Full access to import and export
  • Project Administrator: Can import and export test cases
  • Project Manager: Can export test cases (import may be restricted)
  • Tester: Can export test cases (read-only export)
  • Viewer: Read-only access (export only)

Note: Import permissions may be more restrictive than export permissions to prevent unauthorized data changes.

File Size Limits

Import and export have file size limits:

  • Excel Import: Typically 10-50 MB (varies by configuration)
  • Export: No practical limit, but very large files may take time to generate

Tips for Large Files:

  • Split large imports into smaller batches
  • Use filters to export subsets
  • Consider using JSON format for large datasets

Next Steps

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