CSV Import

Overview

The CSV Import feature allows you to bulk import test case or test execution data from a CSV file. The import process is organized into a four-step wizard for a smooth and intuitive user experience.

Before you start

1. Open the Confluence page that contains the test macro you want to import into.
2. In the macro toolbar, click the ⋮ (more) button and select IMPORT CSV. The import wizard opens.

Caution

Importing replaces the current content of the macro with the CSV data (the macro title is also set to the CSV file name). If the import fails, the previous content is restored automatically. Still, export a backup first (CSV Export) if you may need to restore the current content later.

Key Features

• Upload and preview CSV files
• Automatic column mapping
• Import progress display

Important Notes

• A header row is required in the CSV file
• Use a file exported via the CSV Export feature as a reference (CSV Export)
• Attachments (e.g., images, videos) cannot be imported at this time

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Step-by-Step Instructions

Step 1: CSV File Selection

Select the CSV file you want to import.

Instructions

1. How to select a file:

   • Click the Select File button to open the file selection dialog
   • Or, drag & drop the CSV file directly

2. File requirements:

   • Format: CSV (.csv extension)
   • Encoding: UTF-8
   • Required: The first row must contain a header row

3. After successful load:

   • A message, “CSV file loaded successfully!” will appear
   • The process automatically moves to the next step

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Step 2: CSV Data Preview

Preview the contents of the selected CSV file.

Displayed Information

• Header Information: Number of columns and rows detected
• Data Table: Displays CSV data in a table format

Checkpoints

• Ensure the header row is correctly recognized
• Verify that data loads as expected
• Check for garbled text or formatting errors

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Step 3: Column Mapping

Map each CSV column to the appropriate test macro column (system or custom columns).

Automatic Mapping

The system automatically maps columns using the following rules:

1. Exact match: CSV column name matches the system column name exactly
2. Partial match: A part of the column name matches
3. Similarity calculation: Levenshtein distance similarity ≥ 30%

Column Types

• System columns: Standard system columns (e.g., Action, Expected, Result)
• Custom columns: User-defined custom columns

Manual Adjustments

• If automatic mapping is incorrect, manually select the correct column from the dropdown
• Select None for columns that do not need mapping
• The column type (system/custom) is displayed on the right side of each column

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Step 4: Import Execution

Run the data import in the final step.

Start Import

1. Click the Start Import button
2. The import process begins and progress is displayed

Expected result:

• On success, a completion message is shown and the macro table displays the imported rows.
• On failure, an error message explains what went wrong, and the previous content of the macro is restored automatically.

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Limitations

Current Limitations

• Attachments: Importing images or videos is not supported
• File Format: Only CSV format is supported (Excel not supported)
• Encoding: Only UTF-8 encoding is supported

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Related Documents

• CSV Export
• Column configuration