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Migration from QMetry

Updated

Introduction & contents

This article outlines a migration approach for users that are transitioning from QMetry Test Management for Jira (QTM4J) to TestRail. Note, this article defines migration specifically for QMetry Test Management for Jira (QTM4J) Cloud. While other QMetry installations and instance types exist, test case export and migration steps to TestRail for these have not been validated in the context of this article for migration.

Features & limitations

TestRail's CSV & Excel import feature provides a guided process for importing test cases which will be the basis for the migration process from QMetry for Jira. This process does have limitations on configuration, available test case data and other artifacts that may not be included in the scope of the migration. See below breakdown below:

Supported Limitations
  • Test case steps
  • Test case preconditions
  • Test case folders/section migration
  • Test case attributes mapped to pre-defined TestRail custom fields
  • Attachments: TestRail CSV import does not support attachments
  • Test runs: TestRail CSV import does not support migration of historic test runs
Note: To import Test Cases with custom fields from QMetry to TestRail, matching custom fields must be created in TestRail first before the migration process is started.

Exporting test case data from QMetry

The below instructions will provide a step-by-step guideline to export your QMetry for Jira test case data as a Excel file:

      1. Navigate to your QMetry for Jira instance, "Test Case" module

      2. Select the "All Test Cases" section to select and load all tests cases in the instance.

      3. Right click on the selected "All Test Cases" section. Choose the "Export to Excel (.xlsx)" option. 

      4. Open the downloaded export file (.xlsx) in Microsoft Excel. Export the file as a CSV (.csv).

      5. (Optional) To facilitate easier mapping and processing of the CSV file, update the header values to align with TestRail field naming conventions.

Importing test case data into TestRail

Most fields from QMetry 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 these data fields during the import process.

QMetry CSV columns TestRail default fields
Summary Title
Folder Section
Priority Priority
Step Summary Steps (Text)
Expected Result Expected Result
Precondition Preconditions

Note: Mapping test case "Status" field values will only align with TestRail Enterprise as this feature allows managing test case design approval. If you are on an Enterprise license, you can customize the Status field values to match the QMetry statuses in Administration > Customizations > Case Statuses. If you are not on an Enterprise license, you will need to create a new custom field to map these values in the Administration > Customizations > Case Fields.

 

TestRail Import from CSV Process

      1. Navigate to the "Test Cases" module within your TestRail instance.
      2. Click on 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:
        • Select the CSV file you want to import
        • Select the Section you want the file to be imported to
        • Set the CSV delimiter to be a comma (or the delimiter you used when saving the file)
        • Set the Start Row to 1
        • Set the Template to Test Case Steps
        • Click Next

      4. On the second step of the import dialog:
        • Set the Row Layout to Test cases use multiple rows and
        • Set the Column to detect new test cases value to Name
        • Map the CSV columns to the appropriate TestRail fields (see below)
      5. Click the "Next" button to continue to the next import dialog.

      6. On the third step of the import dialog:
        • Select Remove HTML tags from CSV values for all fields
        • Map the values from dropdown fields to the respective value in TestRail
        • Click Next.

      7. On the fourth and last step of the import dialog:
        • Confirm the information processed by TestRail is as expected
        • Click Import

      8. Confirm the import was success (see dialog below). Note, for future migrations from QMetry for Jira you can save the configuration file generated for this import event.

Viewing test case data in TestRail

Navigating back to the "Test Cases" module in your TestRail instance, you should now see your imported test cases as per the image below.

Additionally, selecting a given test case that was selected for migration will show corresponding details of the test based on the defined CSV import mappings.

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