Importing Multiple Test Cases into Jama Connect® from Excel

Published Date: August 24, 2024

Validated: Yes

Audience: Everyone

Products and Versions Covered:

• Jama Connect® version(s)
• Cloud/CVC
• Self-hosted

Summary

This article explains how to import multiple test cases into Jama Connect® using an Excel spreadsheet.

Proper spreadsheet setup is essential to ensure a smooth import process, accurate field mapping, and to prevent errors during import. Test Case Names are repeated to ensure steps are correctly associated with their respective test cases.

Resolution

Step 1: Set up the Excel spreadsheet

Prepare your Excel file with clearly defined columns. A typical structure includes:

• Test Case Name
• Step Action
• Expected Result
• Notes

Each Test Case Name should be repeated for every associated step to ensure steps are grouped correctly under the same test case in Jama Connect®.

Step 2: Start the import in Jama Connect®

1. Navigate to the Project Tree
2. Select the folder or set where the test cases will be imported
3. Right-click and select Import

Step 3: Select the file

• Browse and select the prepared Excel file for import

Step 4: Map the import fields

In the import wizard:

• Select the correct Excel worksheet
• Confirm the header row (for example, row 1 if headers are in the first row)

You can map Excel columns to Jama Connect® item fields. In this example, focus on:

• Test Case Name
• Step Action
• Expected Result
• Notes

The mapping ensures Excel data aligns correctly with Jama Connect® fields.

Round Trip option:
Round Trip allows previously imported items to be exported, edited offline, and re-imported to update existing records.

Step 5: Define hierarchy (if applicable)

• The Item-subitem option is enabled by default
• Use this feature to establish hierarchy in test cases
• Hierarchy can be represented in Excel using indentation or formatting (such as color coding or structured rows)

Step 6: Complete the import

• Review your mappings
• Submit the import process

Once complete, the imported test cases should appear in the selected project location.

Additional Resources

• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

Feedback:
We welcome your input! Please sign in to leave any comments, suggestions, or ideas for improvement below.