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Starting October 11, 2024 (Zephyr Enterprise 8.2), the Zephyr Enterprise documentation moved from its current location on Atlassian to a dedicated, standalone Zephyr Enterprise documentation page. Please see: https://support.smartbear.com/zephyr-enterprise/docs/en/zephyr-enterprise/zephyr-user-guide/requirements/importing-requirements/import-requirements-via-excel-spreadsheets.html

Info

Important

  • Only requirements in Excel formats XLS and XLSX are supported.

  • Only the first tab is imported.

  • Special formatting is not supported (merged cells, formulas, etc.).

  • If importing in bulk, all source files should be located on the same machine where Zephyr is installed or on mapped or network drives. If the source files are located on the same machine where Zephyr is installed, then the import process should be run only from a desktop launched on the server machine. If the files are located on mapped or network drives, make sure you have specified the path correctly.

  • Individual files can be imported from a user's local machine.

  • Each row must contain data of a single requirement. Three discriminators are supported to demarcate requirements: ID change, requirement name change, and a blank line between requirements.

  • We recommend that you break large files into smaller ones with no more than 5000 rows for fast importing.

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You import requirements in four steps:

  1. Prepare an Excel file.

  2. Map spreadsheet columns to Zephyr fields.

  3. Create a job that will import the data.

  4. Run the job.

Prepare an Excel file

You can prepare an Excel file to be imported in two ways:

  • Create an Excel file and populate it manually

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  • .

  • Export data from a test management tool to an Excel file.

Info

The name of the Excel file will be part of the name of the folder that will contain the imported requirements.

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Below is a list of Zephyr fields you can specify values for when populating an Excel spreadsheet:

Field

Description

Name (required)

The name of the requirement.

Description

Addition information about the requirement.

Alt ID

The ID the requirement has in Jira.

Priority

The requirement priority.

URL

Any URL related to the requirement.

Created by

The name of the user who created the requirement.

Map spreadsheet columns to Zephyr fields

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A list of fields available in the dialog:

Field name

Description

Map Name

The name of your Excel map.

Starting Row Number

The number of the row to start importing from. For example, there might be some header rows that need to be ignored.

Select Discriminator

Discriminators allow Zephyr to distinguish between multiple requirements in an Excel file. Possible values:

  • By empty row

  • By ID change

  • By requirement name change

Description

Additional information about your Excel map.

The dialog also contains a list of Zephyr fields with empty fields next to them. In these fields, you specify column letters of the Excel file. To map a field to an Excel column, just enter the corresponding column letter in the empty field (see the image above).

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A list of fields available in the dialog:

Field name

Description

Job Name (required)

The name of your job.

Select Map (required)

The name of the mapping scheme you created earlier when mapping spreadsheet columns to Zephyr fields.

Select file to import (required)

Attach the

The file whose data you want to import is attached here.

History

The job run history. Populated automatically after the job run.

3. Click Save. Zephyr will show the created job:

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Now, to view the imported requirements, go back to the Requirements page, click Imported in the tree of requirements, and select the folder with the name of your Excel file. The imported requirements will be in the table on the right:

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