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FAQ
Release notes
Last updated Jan 4, 2022

Import/Export Steps

This section provides information on how to import and export Steps on test issues.

The Import/Export function can be helpful if you prefer to write and modify steps by using external software. See how to prepare files and improve writing steps using import/export function.

On the issue type where the Steps panel exist it is possible to import steps from two kinds of files CSV format and JSON format.

You can also Export steps if needed. The exported file is in CSV format, which can be re-imported using the Import steps from CSV.

Import steps from CSV

Import to steps from CSV allow you to load bigger amount of data into a given Steps field from CSV file. This is a very simple function which is in the Steps edit mode.

Note

The CSV file has to be encoded in UTF-8 format.

The steps column structure in a file has to be the same as the one that is configured in the Steps column in the General tab for the project in which you want to import file. The file should not have headers and the last “additional” column is always treated as a group (the row that contains the group should not have filled steps).

Info

See Steps Configuration to get more information about Steps columns.

For example, if the configuration of the Steps field contains three columns and we want to add a group, the file should contain such a structure:

,,,Group1
First column data1,Second column data1,Third column data1
,,,Group2
First column data2,Second column data2,Third column data2
,,,Group3
First column data3,Second column data3,Third column data3

Steps after import:

Import steps from file
Example

Try import Steps with sample file - sample-file-import-to-steps.csv. The file contains the example shown above.

If you want to import only steps the file should contain such a structure:

First column data1,Second column data1,Third column data1
First column data2,Second column data2,Third column data2
First column data3,Second column data3,Third column data3

After preparing the file, all you need to do is use the Import button in the Steps edit mode and select option from CSV.

Import steps from CSV

Import steps from JSON

The steps column structure in a file has to be the same as the one that is configured in the Steps column on the General tab for the project in which you want to import file. The file should have the appropriate structure. Steps and name of groups are entered after cells. Depending on whether it should be steps or groups, you should set false or true at “group”. The value false means that these are steps and you must complete the data for each column. The value true means that it is a group and you must complete the name of the group.

Info

Click General tab to get more information about Steps columns configuration .

For example, if the configuration of the Steps field contains three columns and we want to add a group, the file should contain such a structure:

[
    {
        "cells": ["Group 1"],
        "group": true
    },
    {
        "cells": ["First column data1", "Second column data1", "Third column data1"],
        "group": false
    },
    {
        "cells": ["Group 2"],
        "group": true
    },
    {
        "cells": ["First column data2", "Second column data2", "Third column data2"],
        "group": false
    },
    {
        "cells": ["Group 3"],
        "group": true
    },
    {
        "cells": ["First column data3", "Second column data3", "Third column data3"],
        "group": false
    }
]

Steps after import:

Import steps from file
Example

Try import Steps with sample file - sample-file-import-to-steps.json. The file contains the example shown above.

If you want to import only steps the file should contain such a structure:

[
    {
        "cells": ["First column data1", "Second column data1", "Third column data1"],
        "group": false
    },
    {
        "cells": ["First column data2", "Second column data2", "Third column data2"],
        "group": false
    },
    {
        "cells": ["First column data3", "Second column data3", "Third column data3"],
        "group": false
    }
]

After preparing the file, all you need to do is use the Import button in the Steps edit mode and select option from JSON.

Import steps from JSON

Export steps to CSV

Export to CSV allows you to export data from Steps. The function is available on Steps view mode. The exported file is in CSV format and contains the same structure as for the CSV import. Thanks to this, you can easily export data, apply any corrections and import the file again.

Note

The CSV file has to be encoded in UTF-8 format.

Export steps to CSV