Import or Modify Requirements

qTest Manager allows you to store Requirements so that testers can easily access information for test coverage. You can create Requirements directly in qTest Manager or import Requirements. Requirements can be imported from an external Application Lifecycle Management (ALM) tool, such as Jira, Rally, or VersionOne, or can be imported as a spreadsheet using Microsoft Excel. Microsoft Excel can also be used to make changes to existing Requirements and to import Requirements that are linked to Test Cases. For more information about importing Test Cases using Microsoft Excel, refer to Import or Modify Test Cases Using Microsoft Excel.

Import Requirements from an external ALM tool

If you have already created Requirements or user stories in an external ALM tool, such as Jira, Rally, or VersionOne, you can import Requirements directly from that tool. Even if you import Requirements from an external tool, you can still separately manage Requirements that are not integrated.

For information about importing Requirements from an external ALM tool, refer to:

Import new Requirements using Excel

You can import Requirements from a Microsoft Excel spreadsheet to create new Requirements, allowing you to create multiple Requirements at a time rather than creating them individually in qTest Manager. To Import Requirements, we recommend using the sample import template. If you already have Requirements in a different spreadsheet, you will need to modify the spreadsheet to mirror the sample import template format so that the fields can be mapped properly in qTest Manager.

If you import Requirements using Excel, these Requirements will not be integrated with an external ALM tool.

Importing Requirements using Excel consists of the following steps:

  1. Download the sample import template

  2. Fill out the sample import template using Excel

  3. Verify field values

  4. Add custom Requirement fields in qTest Manager

  5. Import the Excel file to qTest Manager

Download the sample import template

To download the sample import template:

  1. Click the Requirements tab, and then select your Project in the tree panel.

  2. Click the Import Excel icon in the tree toolbar.

    The Import Requirement Wizard dialog appears.

  3. Click the Sample Import template link.

    The Excel template downloads as an .xls file to your computer.

Fill out the sample import template using Excel

In Microsoft Excel, fill out the sample import template by entering the IDs, names, text, statuses, priorities, and types for each Requirement.

Optionally, you can create custom fields on the spreadsheet.

Verify field values

Verify that all values for each field match an available value in qTest Manager.

For example, suppose the Status field on the Requirement screen has four existing values in qTest Manager: New, In Progress, Ready for Baseline, and Baselined.

Continuing the example, suppose your Excel spreadsheet contains two Requirements. In Requirement 003, the value In Progress for the Status field matches an existing value for this field in qTest Manager. However, in Requirement 004, the value New value for the Status field does not match an existing value for this field in qTest Manager. This value should be updated to match an available value for the Status field in qTest Manager.

If the values do not match, you must add the values for these fields in Field Settings within qTest Manager. Similarly, if any columns in the spreadsheet represent a field that does not exist in qTest, you must first create the custom field in qTest Manager and then assign the values for the field, if applicable.

If you plan to report on these custom fields using qTest Insights, make the field settings changes at the site level and not the Project level. Custom fields added at the Project level cannot be reported on using qTest Insights. For information on site-level field changes, refer to Site Fields. If you are uploading data to a multiple selection combo box or a check box field, you can include multiple values by separating each value with a comma. Do not include spaces between the values. For example, formatting for values of 1, 2, 3, and 4 would be 1,2,3,4.

Add custom Requirement fields in qTest Manager

If needed, add custom fields for your Requirements in qTest Manager so that the custom fields can be mapped. For a procedure on adding custom fields in qTest Manager, refer to Add Custom Fields.

Import the Excel file to qTest Manager

Before importing the Excel file to qTest Manager, decide whether you want to import your Requirements to an existing folder or a new folder in qTest. Then perform one of the following before importing the Excel file.

  • To import Requirements to an existing folder, update the Excel sheet name to match the existing folder before importing, using MD-# format followed by the folder name. For example, to import Requirements to the MD-2 Homepage folder, rename the Excel sheet tab to MD-2 Homepage. The sheet name cannot be longer than 31 characters.

  • To import the Requirements to a new folder, rename the sheet tab with the new folder name. The import process will create a new folder in qTest with the sheet name. If you do not rename the sheet tab, the new folder will be created with the default tab name, which can be changed in qTest at a later time.

To import the Excel file to qTest Manager:

  1. Click the Requirements tab, and then select your Project in the tree panel.

  2. Click the Import Excel icon in the tree toolbar.

    The Import Requirement Wizard dialog appears.

  3. Drag and drop your file to the blue file upload box or click the click here to pick from a folder link to upload a file from your computer.

    When a file is uploaded, a progress bar briefly appears, indicating the progress of the upload. Once the file is uploaded, the file appears at the bottom of the Import Requirement Wizard.

  4. Click Next.

    The mapping page of the Import Requirement Wizard appears.

  5. Map the fields from the Excel spreadsheet to the corresponding qTest fields by dragging and dropping each field in the Available fields for mapping section to the Imported Spreadsheet’s Columns column for the appropriate Requirement field.

    When importing new Requirements to qTest Manager, do not map the Requirement Id field. qTest Manager will auto-generate this value.
    The Excel column name and the corresponding qTest field name do not have to match.

  6. Click Import.

    The Import Requirement Progress modal appears, indicating the progress of the import. When the file is successfully imported, a message appears, confirming the import. Click OK & Refresh to close the modal and refresh the Requirements tab to display the imported Requirements.

Modify existing Requirements using Excel

You can make changes to existing Requirements in qTest Manager using Microsoft Excel. This functionality allows you to upload several updates at one time, rather than needing to modify one Requirement at a time in qTest Manager.

To modify existing Test Cases using Excel:

  1. Download the Requirement Details report.

  2. In the Excel file, make changes to the Requirement details, as needed.

  3. Import the Excel file to qTest Manager.

    When importing information from an Excel spreadsheet to update existing Requirements, you must map the exact Requirement IDs. In addition, you must update the Excel sheet name to match the existing folder before importing, using MD-# format followed by the folder name. For example, to import Requirements to the MD-2 Homepage folder, rename the Excel sheet tab to MD-2 Homepage. The sheet name cannot be longer than 31 characters.