Prerequisites

These prerequisites apply to both the internal and external importer tools.

• Zephyr supports the majority of the Jira fields and this includes any custom fields added as well.
• Even though we support these Jira fields (mandatory or optional), they must be added to the Create Issue Screen in Jira. It is required for all mandatory fields for a given project to be added to the Create Issue Screen. 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.

Using the Internal Importer

Zephyr for Jira provides an in-house importer tool that allows users to import test data from Excel and XML files into Jira. The importer uses a simple drag-and-drop feature to perform mapping of the issue fields with the Excel and XML fields. Users can maintain persistent mapping for future reuse if there needs to be future imports.

To access the importer, select Tests from Jira's top menu, then select Importer.

The importer looks as follows:

1. Select the Project that you want to import the issues to.

2. For the Issue Type, select Test. The importer can only create tests and cannot create epics, stories, bugs, tasks, or any other issues.

3. Select the file type that you want to import from (either an Excel or XML file).

• The importer file size limit is 1 MB.

4. Browse for the Excel or XML file that you want to import.

• You can select “Retrieve Mapping” to retrieve the columns so that you can map the fields in your file to the Zephyr fields.
• You can select “Save Mapping” to save any mapping you have below for future reuse.

5. Choose how to distinguish between the issues in your Excel/XML file and then determine the starting row.

• The starting row should be greater than 1 because the first row is usually the row with the header for each column.

6. If you have any previously saved mappings, you can use this select to use a saved mapping.

7. If you don’t have any saved mappings, you can map your import file to the fields that Zephyr for Jira uses. Mapping is an extremely easy process that allows users to drag-and-drop the Excel/XML fields to the mapped fields.

8. After mapping your fields, click Import to start importing the issues from the import file to Zephyr for Jira.

Using the External Importer

If your tests are in Excel

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.
   
   
2. Using the Zephyr for Jira Tests Importer Utility
   This utility allows the importing of tests directly from Excel spreadsheets, including detailed test steps.

If your tests are in XML format

The Zephyr for Jira Tests Importer Utility supports importing tests that are in the Testlink XML format, not the Jira XML format yet.