Import data using CSV

Step 1: Upload File

1. Upload the file which contains test cases.
2. Only CSV type of file format is supported at present.
3. Maximum file size allowed is 100 MB.
4. Allowed CSV separators are (\,), (\;), (:), (|), (\t).
5. Select the row number in First Row from which data is to be read.
6. Select File Encoding based on the content of the file type.
7. Check First row has column names if the 1st row in the file contains column names.
8. To understand the structure of import file, please download sample.csv file .
9. Click Next to process file.

Step 2: Map Fields

1. CSV Column header lists contains all the column names from the uploaded file.
2. Test Management Fields contains fields to be mapped correspondingly with the CSV column.
   • Title is a mandatory field
   • Duplicate mapping of the fields with CSV Columns is not allowed.
3. Value Mapping is to map the value from the file with following options:
   - Map with the system defined values.
   - Create new values as it is from CSV file.
   - Ignore the value.
4. Following fields will save data as it is:
   - Test Case ID (if any)
   - Title
   - Description
   - Steps
   - Results
   - Estimates
   - Updated At
   - Created At
5. For Folders, there are options for different separators from the Value Mapping list.
6. For Jira Issues, there are options for different separators from the Value Mapping list.
7. Fields are automatically mapped using smart intelligence.
8. If any mandatory fields are not mapped, they take default values.
9. After completing the value mapping, click Next to proceed.

Step 3: Confirm Import

• Users can preview some of the randomly selected test cases.
• Click Confirm to begin import process.

Step 4: Post Completion

• Wait for the process to complete.
• Users can cancel the import at anytime before completion.
• The process time depends on the number of test cases being imported.
• If the import fails, the system generates an error log file of the failed test cases.
• If the import is successful, the progress modal closes and Test Cases page opens.