Project General Settings
On this section you can:
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Set the project name
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Upload company’s logo that is visible to all users using the system
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See project’s expiration date and modify licensing.
Import Entities to PractiTest
This is the main screen to start from the Import from Excel / CSV.
You can import Issues, Tests or Steps.
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Before you begin, you need to create a CSV File (You can create a CSV file with any MS-Excel or Open-Office-Calc). Just click on Save As…, and choose CSV.
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If you work with a Mac or Linux client, make sure you use a Windows Style CSV format.
- If you're having a trouble to create a valid UTF-8 file, please read more about Creating a valid UTF-8 CSV File for importing
importing tests/issues
For each field in PractiTest you need to specify (or map) a column on the CSV file.
On the attached image you can see on the left, all your fields including the Custom Fields .
These are the special fields to pay attention to:
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User Fields – such as Author, Assigned-to, or User custom fields. The import engine expects the exact email or display name of the user. The user needs to be part of the project.
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Mandatory fields – There are mandatory system fields such as tests names, for example. Also a Custom Field that is defined as mandatory. All the mandatory fields need to be mapped during the import procedure otherwise the import will fail.
Importing Steps
After importing your tests, to import the steps you must provide these fields:
- Test id field should be mapped to a column in your CSV File containing the IDs for the tests where you want to add each step or group of steps (The Test id is the number on the right column of the Test Grid).
- Test Name – as it’s a mandatory field
The Step Position field lets you reorder the steps within your tests.
Set the position by numbering your steps sequentially starting from number 1; in case you leave this field empty the steps will be added in the order they appear in the file.
