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Original file line number Diff line number Diff line change
Expand Up @@ -16,22 +16,14 @@ Testomat.io allows you to import tests from **CSV** or **XLSX** files. This is u

Testomat.io supports importing test cases from many popular TMS tools. There are two ways to import:

- **Direct Import** via built-in integration
- **CSV/XLSX Import** supported for selected TMS formats
- **Direct Import** via built-in integration
- **CSV/XLSX Import** supported for selected TMS formats

### Supported For CSV/XLSX Import

- Testomatio
- TestRail
- Testmo
- Zephyr
- QTest
- Qase

### Direct Import Guides

Click any tool below to see step-by-step instructions:

- [Allure TestOps](https://docs.testomat.io/project/import-export/import/import-tests-from-allure-testops/)
- [Qase](https://docs.testomat.io/project/import-export/import/import-tests-from-qase/)
- [QTest](https://docs.testomat.io/project/import-export/import/import-tests-from-qtest/)
- [QMetry](https://docs.testomat.io/project/import-export/import/import-tests-from-qmetry/)
Expand All @@ -42,63 +34,58 @@ Click any tool below to see step-by-step instructions:
- [XRay](https://docs.testomat.io/project/import-export/import/import-tests-from-xray/)
- [Zephyr](https://docs.testomat.io/project/import-export/import/import-tests-from-zephyr/)

## How to Import Tests from CSV/XLSX in Classic Projects

Now you can import tests into your project via:

- **Imports** page — ideal when existing data is present.
- **Tests** page — best for new projects without data.

In a **new project**, simply click **Import from Spreadsheet** on the **Tests** page and continue from **Step 3** below.

![Import from scratch](./images/att3_436.png)
## Import from CSV/XLSX in Classical Projects

### Steps to Import
Import your tests to Testomat.io:

1. Click **Imports** button in the sidebar
2. Click **Import from CSV** button
1. Open your project.
2. Go to the **Tests** tab.
3. Click the (`...`) menu.
4. Choose **Import from other TMS**.

![Import from CSV/XLSX button](./images/att1_436.png)
![The ... menu on the Tests tab, with Import from other TMS](./images/att1_436.png)

When the sidebar opens,
In the **Imports** window:

3. Select the format from which your CSV/XLSX was exported (e.g. Qase)
4. Click **Choose file** and select your CSV/XLSX file
5. Click **Create** button to start the import
1. Click **Import**.
2. Choose **Import from CSV**. A sidebar opens on the right.
3. Pick the tool your file came from, for example **Qase**.
4. Click **Choose file**, select your CSV or XLSX.
5. Click **Create**.

![Upload CSV/XLSX](./images/att2_436.png)
![The Import tests from CSV/XLSX sidebar with the source dropdown and Choose file](./images/att2_436.png)

Your file will be processed, and the test cases will appear in your project.
Testomat.io reads the file, and your tests appear on the **Tests** page.

:::note
## Import from CSV/XLSX in BDD Projects

Currently, the CSV/XLSX import is an experimental feature. Some data might not be imported correctly, depending on the TMS format. Please review your imported test cases after migration.
The process is the same as for the Classical Project.
1. Open your project.
2. Go to the **Tests** tab.
3. Click the (`...`) menu.
4. Choose **Import from other TMS**.

:::
![BDD project import process](./images/bdd-import-flow.png)

## How to Import Tests from CSV/XLSX in BDD Projects
In the **Imports** window:

If your project type is **BDD**, the import steps are **exactly the same** as described above for [Classic projects](https://docs.testomat.io/project/import-export/import/import-tests-from-csv-xlsx/#how-to-import-tests-from-csvxlsx-in-classic-projects).
1. Click **Import**.
2. Choose **Import from CSV**.
3. Pick the tool your file came from, for example **Qase**.
4. Click **Choose file**, select your CSV or XLSX.
5. Click **Create**.

The only difference is the appearance of a new checkbox:
When checked, all rows from the CSV/XLSX file are converted into **BDD scenarios**.

- **Import as BDD** – available **only** for imports from **TestRail** and **QTest**.
- When checked, all rows from the CSV/XLSX file are converted into **BDD scenarios**.
- Mapping:
- Precondition → **Given**
- Step → **When**
- Expected Result → **Then**
- All imported tests are saved as **feature files** in your project.
Mapping:
- Precondition = **Given**
- Step = **When**
- Expected Result = **Then**
All imported tests are saved as **feature files** in your project.

:::note
## Сreate Custom XLS for Testomat.io

Currently, the feature works for TestRail and QTest. If you need support for other systems, please [submit a request](https://testomat.nolt.io/).

:::

## How to Сreate Custom XLS for Testomat.io

You can also create your own XLS file to import tests into Testomat.io. Follow these rules when preparing a custom XLS file:
You can also create your own XLS file to import tests into Testomat.io:

| Column name | Content |
| ----------- | --------------------------------------------------------------------------------------------------------------- |
Expand All @@ -115,3 +102,9 @@ You can also create your own XLS file to import tests into Testomat.io. Follow t
| Issues | place here Jira key in format ABC-123 or other IMS keys, can pass multiple Jira keys separated by a comma, can be blank| |

You can download the custom Testomat.io example file [here](https://testomatiofiles.ams3.cdn.digitaloceanspaces.com/Testomat_example.xlsx).

## Next steps

* [Running Tests Manually](https://docs.testomat.io/project/runs/running-tests-manually) - run the tests you just imported and record the results.
* [Labels and Custom Fields](https://docs.testomat.io/advanced/tags-labels/labels-and-custom-fields) - organize imported tests by severity, type, or any field your team uses.
* [Import Tests From Source Code](https://docs.testomat.io/project/import-export/import/import-tests-from-source-code) - have automated tests too? Connect them to the same project.
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