Migrate from qTest

Introduction & contents

This document describes what kinds of test information users can import from qTest into TestRail, how to export that data from qTest, and the steps they need to take to prepare and import that data into TestRail. And also describes what data can and cannot be imported, and offers workarounds for situations where data can't be imported into TestRail.

  qTest migration sample files

For sample export/import files, download this attachment.

Features & limitations

TestRail supports importing test cases with all the supported fields, from header fields, to template fields, including separated test steps and custom fields, via CSV.

The table below enumerates the data that is supported when importing test cases via CSV and the limitations. While TestRail doesn’t support adding custom fields for separated test steps, we will guide you through how to import the values contained in these fields to the “Additional step information” field, so you won’t lose your data.

Supported Limitations
  • Default fields
  • Custom fields
  • Preconditions
  • Separated test steps
  • Attachments - TestRail CSV import does not support attachments

 

To import Test Cases with custom fields from qTest to TestRail, matching custom fields must be created in TestRail first.

Exporting test case data from qTest

qTest supports exporting test cases in Excel format from the Test Design page. To do so, select the folders you want to export, click Export Test Case Reports and then Test Case Detail report

qtest_export.png

This will display the Export Test Case dialog, where you can select the fields you wish to include in your Excel export file for the migration. We also recommend checking the Merge test cases into one sheet option in order to import all test cases to TestRail in one go. After selecting the fields, click the OK button on the bottom of the dialog and the download will be initiated.

qtest_export_fields.PNG

Processing test case data

In case you exported multiple modules and want the test cases to be created in separate sections accordingly, you need to unmerge the cells and fill the unmerged cells with the same value. How you do this depends on the tool you are using, but you should achieve a result similar to the image below.

excel_processing.png

After finalizing this process and any other changes you see necessary to your Excel files, you just need to save them as CSV in order to import your test cases to TestRail.

convert_to_csv.png

Importing test case data into TestRail

All the fields from qTest test cases can be mapped to TestRail fields as per the table below. For fields that may not exist by default in TestRail, you can create a new custom field to map your data to.

qTest CSV columns TestRail fields
Module Section
Name Title
Status Status*
Precondition Preconditions
Test Step Description Section
Test Step Expected Result Priority
Type Type
Priority Priority
Requirement Ids References
Description CUSTOM FIELD
Custom Field 1 CUSTOM FIELD

 

* Status is a TestRail Enterprise only feature which allows managing test case design approval. If you are on an Enterprise license, you can customize the Status field values to match the qTest statuses in Administration > Customizations > Case Statuses. If you are not on an Enterprise license, you can create a custom field to map these values in Administration > Customizations > Case Fields.

Importing test case data into TestRail is very straightforward. Just navigate to the project you want to import the test cases to and follow the steps below.

  1. Navigate to the Test Cases page
  2. Click the Import Cases icon on the top of the page and select Import from CSV

    tr_import_csv.png
  3. On the first step of the import dialog:
    1. Select the CSV file you want to import
    2. Select the Section you want the file to be imported to
    3. Set the CSV delimiter to be a comma (or the delimiter you used when saving the file)
    4. Set the Start Row to 1
    5. Set the Template to Test Case with Individual Steps (some TestRail versions names this Template as Test Case (Steps))
    6. Click Next

      tr_step_1.PNG
  4. On the second step of the import dialog:
    1. Set the Row Layout to Test cases use multiple rows and
    2. Set the Column to detect new test cases value to Name
    3. Map the CSV columns to TestRail fields (you can see a simple example on the image below)
    4. Check the option Ignore test cases/records without a title
      • Keeping this option checked will cause TestRail CSV Import to ignore line #7 in the sample file provided in this page, which contains only the Module "MD-5 Module 2" with no test cases. If you want to import this qTest Module to am empty Section in TestRail, please uncheck this option
      • To import the qTest Modules nested structure using TestRail CSV Import name the target sections and subsections, separated by a `>`. Example: in the sample file provided you can rename the Module to MD-5 Module 2 > MD-19 Module 2.1 in line #8 which will create the Subsection MD-19 Module 2.1 inside MD-5 Module 2. Check this article for more details
    5. Click Next

      tr_step_2.PNG
  5. On the third step of the import dialog:
    1. Select Remove HTML tags from CSV values for all fields
    2. Map the values from dropdown fields to the respective value in TestRail
    3. Click Next

      tr_step_3.PNG
  6. On the fourth and last step of the import dialog:
    1. Confirm the information processed by TestRail is as expected
    2. Click Import

      tr_step_4.PNG

Viewing imported data in TestRail

You should now see your imported test cases as per the image below.

tr_testcases_list.PNG

By opening one of the test cases, you should be able to see the data was correctly imported, as per the image below.

tr_testcase_detail.PNG

 

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