Use this when migrating existing test cases into PractiTest from a spreadsheet. You can import test fields, steps, BDD scenarios, and linked requirements in one operation.
When to use this
This workflow applies when you are migrating from another test management tool, onboarding a new project with an existing test library, or bulk-creating tests from a specification document.
Before you start: Custom fields you plan to import must exist in your project first. Requirements you want to link must already be in PractiTest.
1Prepare your file
Supported formats: XLSX, Google Sheets, and CSV (UTF-8). The most common structure includes tests and steps in one file.
The first row of each test contains all test-level info plus the first step
Additional rows carry only step data for that test
When a new test begins, repeat all test-level fields in that row
The Name field supports up to 250 characters. If the Author column is empty, the importing user is set as author automatically.
2Open the import tool
✓
Go to Project Settings
Click the gear icon in the left navigation.
✓
Navigate to Import & Export
Project Settings →Import & Export→Import Tests
3
Choose your file
Click Choose File for XLSX/CSV, or Import from Google Drive for a Google Sheet.
4
Map your columns
Type each column header name next to the matching PractiTest field. Required fields are marked with an asterisk.
5
Click Import
You'll be redirected to a results page. Each test receives a unique Test ID automatically.
Common mistakes
Repeating test data in step rows — only the first row of each test should have full test info
CSV not in UTF-8 — re-save as UTF-8 before importing
Custom fields not yet created — create them first in Project Settings → Fields
Author name doesn't match exactly — use exact email or display name as shown in PractiTest
