Importing CSV/Excel

Testmo comes with a universal & flexible CSV import feature to migrate your existing test cases. For larger migration projects we also have additional migration tips. Our CSV import feature supports various options and use cases:

  • Import various CSV and CSV-like formats, including Excel exports

  • Flexible mapping of columns to Testmo fields, including custom fields such as texts, dropdowns, multi-selects etc.

  • Support for multiple steps per case and multi-row CSV file formats (see below)

  • Map values from your CSV file to Testmo values, such as dropdown values, tags etc.

  • Support for various text formats such as plain text, Markdown, HTML or removing HTML

  • Automatically create new folders based on configurable rules

Importing from TestRail?

If you would like to migrate test cases from TestRail, you also can use the TestRail XML import feature instead.

Importing CSV files

To import your test cases, simply open the CSV import wizard via the Import button in the top right corner of a project repository in Testmo. You can configure various options such as the field delimiter, target folder or file encoding. See below to learn more about importing CSV files that use multiple rows per test case (e.g. if you have separate steps per test case).

You also need to choose the test case template for the test cases you want to import. The test case template specifies the fields (including custom fields) you can map.

Mapping columns, fields & values

After selecting the CSV file you want to import, you can select the mapping between columns and Testmo fields (including custom fields). If you would like to import columns you don't have a matching field for yet, you can configure additional custom fields as needed. The test case Name field (and Folder field depending on the selected folder mode) are required.

For fields you don't configure a mapping for, or if values are missing the CSV file for some rows, Testmo uses the configured default values for fields.

After configuring the column and field mapping, you can choose how to map individual values from your CSV file to Testmo. For example, you can select how to map values to dropdown values (such as a Priority field) or tags. You can also configure how field values such as texts or dates are converted and transformed. For example, you can convert Markdown or HTML to Testmo.

Multiple steps & multi-rows

Testmo also supports more complex imports with test cases spanning across multiple rows in a CSV file, e.g. to import multiple separate test steps for each test case (learn more about using separate test steps with Testmo).

Testmo automatically detects when a new test case starts by comparing the selected Name column. So when the name (title) of a test case changes, the import wizard knows that a new test case starts. Any column with text or step fields will automatically be merged (for text fields) or imported separately (for steps fields).

To import a CSV file with separate steps, make sure to select the following options in the import wizard:

  • Select the A test case can span across multiple rows option

  • Choose a Case template that uses separate test steps (e.g. the default Case (steps) template)

Then on the second import wizard page configure the column & field mapping:

  • Select the column for the test case name (title); Testmo automatically detects that a new test case starts when the case name changes in the file

  • Select the column(s) for the test steps, e.g. the step itself, test data, expected result etc.

The following examples show two different CSV files that can be imported with separate test steps using the import wizard with the above mentioned options:

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