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Import Tests From CSV Files

Doris Sooläte avatar
Written by Doris Sooläte
Updated this week

Whether you are migrating from a different test management tool or have many tests to add at once, import your tests from a CSV file to save time. You can upload up to 5,000 tests per file.

Import Tests

To import your tests, follow these steps:

  1. In the Testlio platform, click Tests.

  2. Click Import tests.

  3. Optional: Select a separator character (the default is comma).

  4. Select the file to import or drag it into the upload box.

  5. When the file is verified, click Import.

You see a progress bar where you can cancel the import or follow how close it is to done.

If the system finds any issues with the CSV file, such as missing fields, too long content, or separator character issues, you are shown the issues and can't click Import.

Imported Fields

Mandatory fields are marked with *.

Field

Value

Description

Test name*

Text up to 255 characters

A title for your test.

Platforms

Comma-separated list of platform names

The platforms the test applies to, for example iOS,Android,Linux.

Labels

Comma-separated list of labels, each up to 255 characters

Any labels to add to the test.

Features

Comma-separated list of features, each up to 255 characters

Any product features that your test describes.

Priority

High, Medium, or Low

How important the test is.

Automated on

Comma-separated list of platform names

The platforms the test has been automated on, for example iOS,Android.

Step type*

How the step is presented to the tester and what is required as input.

Step title*

Text

The actions that a tester must take to execute the step.

Step details

Depends on step type

Execution time (minutes)

Number

The amount of time it takes to complete the test.

Existing test ID - for test update

A unique ID (see updating)

The existing test to update.

Test ID - for test / step update

A unique ID (see updating)

When updating a test, the same as Existing test ID - for test update.

When updating a test step, the ID of the test that holds the test step.

Step ID - for step update

A unique ID (see updating)

The existing test step to update.

Step Types

Type

Description

passFail

Step can be marked as Pass or Fail.

multipleChoice

Tester selects one of the given options.

scale

Tester selects a value on a numeric scale.

fileUpload

Tester submits a file.

textField

Tester provides short text.

paragraph

Tester can provide more text.

exploratory

Guidelines for exploratory testing.

precondition

Information for the tester that doesn't require action.

Step Details

Some types of steps require extra information. Each

Field

Value

Step Type

Description

Step expected result

Test

passFail

The expected result when the tester executes the actions described in step description.

Step options

Comma-separated list of options, each from 1 to 255 characters

multipleChoice

The options presented to testers.

Include other option

Yes or No

multipleChoice

Whether "Other" is presented as the last option for testers to provide text input.

Step scale start

Number from 1 to 10

scale

The start of the scale.

Step scale start label

Text up to 255 characters

scale

A label to display at the start of the scale.

Step scale end

Number from 1 to 10

scale

The end of the scale.

Step scale end label

Text up to 255 characters

scale

A label to display at the end of the scale.

Instructions

Text

exploratory

Instructions to testers for exploratory testing.

Focus Areas

Text

exploratory

What to focus on for exploratory testing.

Out of scope areas

Text

exploratory

What not to focus on for exploratory testing.

Update Tests

You can update existing tests via import. During update, a label is added to all updated tests to find them later. Metadata (such as labels and features) in the file overwrites any existing data in the Testlio platform.

Test steps are also overwritten if included.

  • If the CSV file contains an existing test and no steps, only data on the test is overwritten and the test steps remain.

  • If the CSV file contains an existing test and steps, any steps with matching IDs are overwritten and any steps with no matching IDs are created as new. Existing steps that do not match any steps in the file are not changed.

You can only update tests within a given workspace. Tests exported from workspace A cannot include IDs to be imported into workspace B.

To update existing tests or test steps, follow these steps:

  1. In the Testlio platform, click Tests.

  2. Select the tests you want to update.

  3. Make sure the option to include references is selected.

  4. Click Start Export.

    A dialog to export 10 tests to CSV with the option "Include references for update on import" selected and the options: Cancel and Start Export.
  5. When it's ready, download the CSV file.

  6. Make all desired changes to the file.

By including references, the CSV file you download already has all of the unique IDs necessary for updates on import.

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