Test case upload

[Porush Verma]

Can someone share the sample xl sheet/csv ans steps to upload Test Cases to JIRA please. I need to upload my project test cases.

[Sergei Gridnevskii]

We have test cases in Jira that are prepared in Confluence by analytics and then copied to Excel/CSV and imported to Jira. The process is pretty straightforward - just look at @Joseph Chung Yin comment. I will add some tips.

1. Jira will create new custom fields for most columns in your CSV (if it does not find anything appropriate). I prefer to put it under control and create fields first and import afterwards.

2. If you need issue linking then use counter in Excel (e.g. A2 is one, A3 is $A2 + 1 and so on). Call this column Issue ID. Second column should be Parent ID. Use the same ID for children of a parent. See table below

3. We use special issue types for test cases and test suits with own workflows. You can have issue type column as well.

4. When importing you can map CSV columns to alternative fields. Or skip unneeded columns. It can be especially useful if you use formulas in Excel to format Description with wiki style tags. Then you can skip columns that form description.

E.g. this is formula we use for Description

=IF(J2="", "h2. Precondition"&CHAR(10)&G2&CHAR(10)&"h2. Final result"&CHAR(10)&K2&CHAR(10)&"h2. Links"&CHAR(10)&"https://google.com"&CHAR(10)&"https://yahoo.com", "h2. Step "&L2-M2&CHAR(10)&J2&CHAR(10)&"h2. Expected result"&CHAR(10)&K2)

5. It will take you several iterations to learn to import correctly. To delete issues that were imported incorrectly go to filters screen and select latest issues like this:

project = TEST and issuekey > TEST-222

Then use bulk change and delete them all


| Issue ID | Parent ID | Summary           |  Description |  Issue Type |
|           1 |              1 | Test Suite 1        |                      |  Test Suite  |
|           2 |              1 | Test Case 1.1      |                      |  Test Case  |
|           3 |              1 | Test Case 1.2      |                      |  Test Case  |
|           4 |              4 | Test Suite 2        |                      |  Test Suite  |
|           5 |              4 | Test Case 2.1      |                      |  Test Case  | 

[Joseph Chung Yin]

@Porush Verma -

Welcome to the community.  

Here is the reference on using CSV files to create issues -

https://support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file/

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

[Porush Verma]

Many thanks Joseph

[Kelly Arrey]

We are working through something similar, and the advice from @Sergei Gridnevskii and @Joseph Chung Yin is right on. A couple of additional points:

• re Sergei’s #2 - we solved that problem by doing an import of all the Epics first. Then we added the Keys of the Epics in the Epic Link column in a second import  file for all the test cases, and imported that file.
• Excel left some extraneous spaces in one of our files - we opened the file in Notepad++ to clean them up.
• if you want to import a formatted link into an RTF, the documented markdown syntax [name](link) doesn’t work - use [name|link] instead - don’t ask me how I know this :-)

Hope this helps,

Kel