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The external importer allows you to import your test cases from either an Excel or XML file right into your Zephyr for Jira project and this can done by using the third party importer.

Table of Contents

Prerequisite for Using the Zephyr Importing Tool

This prerequisite is applicable for the external importer tool.

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This is required because it allows the field to be mapped to a data column as part of the import process. Zephyr is then able to list the respective fields on the mapping section when using the Importer tool. Once the mapping is done, the user is able to map the required mandatory or optional Jira fields to the importer file fields.

If your tests are in Excel or in a CSV format:

You have a couple of different options to import them into JIRA:

  1. Using the JIRA Importers Plugin
    You will have to convert your files to a CSV format and use this plugin to import your tests into JIRA. See http://confluence.atlassian.com/display/JIRA/Importing+Data+from+CSV for detailed instructions. Note that if you have detailed test steps in your tests, they CANNOT be imported using this mechanism. Use the next option for that.
    OR
  2. Using the Zephyr for JIRA Tests Importer Utility
    This utility allows the importing of tests directly from Excel spreadsheets, including detailed test steps. 

Using the Zephyr for JIRA Tests Importer Utility

This utility is a stand-alone program that you download and install on the machine where your Excel files are. In order to ensure security and privacy of your data, a relationship between the installed utility and your Cloud instance has to be established. Use the following steps:

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