CSV Import

Overview

The CSV Import feature allows you to bulk import test case or test execution data from a CSV file. The import process is organized into a four-step wizard for a smooth and intuitive user experience.

Key Features

• Upload and preview CSV files

• Automatic column mapping

• Import progress display

Important Notes

• A header row is required in the CSV file

• Use a file exported via the CSV Export feature as a reference (CSV Export )

• Attachments (e.g., images, videos) cannot be imported at this time

Step-by-Step Instructions

Step 1: CSV File Selection

Select the CSV file you want to import.

Instructions

1. How to select a file:

   • Click the Select File button to open the file selection dialog

   • Or, drag & drop the CSV file directly

2. File requirements:

   • Format: CSV (.csv extension)

   • Encoding: UTF-8

   • Required: The first row must contain a header row

3. After successful load:

   • A message, "CSV file loaded successfully!" will appear

   • The process automatically moves to the next step

Step 2: CSV Data Preview

Preview the contents of the selected CSV file.

Displayed Information

• Header Information: Number of columns and rows detected

• Data Table: Displays CSV data in a table format

Checkpoints

• Ensure the header row is correctly recognized

• Verify that data loads as expected

• Check for garbled text or formatting errors

Step 3: Column Mapping

Map each CSV column to the appropriate test macro column (system or custom columns).

Automatic Mapping

The system automatically maps columns using the following rules:

1. Exact match: CSV column name matches the system column name exactly

2. Partial match: A part of the column name matches

3. Similarity calculation: Levenshtein distance similarity ≥ 30%

Column Types

• System columns: Standard system columns (e.g., Action, Expected, Result)

• Custom columns: User-defined custom columns

Manual Adjustments

• If automatic mapping is incorrect, manually select the correct column from the dropdown

• Select None for columns that do not need mapping

• The column type (system/custom) is displayed on the right side of each column

Step 4: Import Execution

Run the data import in the final step.

Start Import

1. Click the Start Import button

2. The import process begins

Limitations

Current Limitations

• Attachments: Importing images or videos is not supported

• File Format: Only CSV format is supported (Excel not supported)

• Encoding: Only UTF-8 encoding is supported

Related Documents

• CSV Export

• Column configuration