Import Requirements via Excel Spreadsheets
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: Import Requirements via Excel Spreadsheets | Zephyr Enterprise Documentation
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.
Import steps
You import requirements in four steps:
Prepare an Excel file
You can prepare an Excel file to be imported in two ways:
Create an Excel file and populate it manually.
Export data from a test management tool to an Excel file.
The name of the Excel file will be part of the name of the folder that will contain the imported requirements.
Regardless of the way you created the file, please keep in mind the following when populating or editing your spreadsheet:
Each spreadsheet column must correspond to a requirement field in Zephyr, so, you need to decide to which field each column will correspond. For example, the A column may contain the names of requirements, the B column may contain descriptions, and so on.
To avoid confusion, we recommend that you standardize the procedure of creating such Excel files at your organization.
The sample spreadsheet below contains three requirements with a set of parameters that will be shown in the corresponding fields in Zephyr: