Guide: Importing Test Cases into Zephyr Squad using Excel

1. Preparing the Excel File

To import multiple test cases, your Excel file must follow a specific format. Each test case should be represented in a separate row. Use the following columns:

• - Issue Type
  - Summary
  - Priority
  - Description
  - Test Steps
  - Test Data (optional)
  - Expected Result

2. Importance of 'Issue Type = Test'

The 'Issue Type' column must be set to 'Test' for each test case row. This tells Zephyr Squad to treat the row as a new test case. If this field is missing or incorrect, the import may fail or all steps may be grouped into a single test case.

3. Structuring Test Steps

There are two ways to define test steps:

• a) Multiple Rows per Test Case:
     - Use the same Summary and leave 'Issue Type' blank for subsequent rows.
     - Each row represents a separate step.
     - This is useful for detailed step-by-step execution.
• b) Single Row with Combined Steps:
     - Combine all steps into one cell using line breaks (Alt+Enter).
     - This ensures each test case is created as a separate Zephyr test.
     - Recommended when importing multiple distinct test cases.

4. Discriminator Field (Optional)

The 'Discriminator' field is used to distinguish between test cases during import. If your Excel file includes multiple rows with the same Summary, the Discriminator helps Zephyr identify which rows belong to the same test case. Use a unique value for each test case group.

5. Importing into Zephyr Squad

1. Go to Jira > Tests > Import Tests.
2. Choose 'Import from Excel'.
3. Upload your formatted Excel file.
4. Map the columns to Zephyr fields (e.g., Summary → Title, Description → Objective).
5. Complete the import.
6. Link the test cases to your Jira story if needed.