For example, the Exploratory Session template uses large text fields where you can define your Charter and Goals, and document notes, attach screenshots, and upload log files as you carry out your exploratory sessions. Out of the box, TestRail comes with three default test case templates:Įach test case template comes with a slightly different set of fields to support the specific type of testing you are trying to accomplish. TestRail test cases are one of the most powerful features of TestRail because they are completely customizable and support custom fields with a wide variety of data types. If you currently use Google Sheets to document your test cases, you can export your data to a CSV file with File > Download as, then. We generally recommend using a simple layout with a single or multiple rows per test case, such as in the template file below. Please note that it’s sometimes necessary to simplify the layout of your Excel sheets so that TestRail can find and extract your test cases. This will save your test cases as a CSV file which you can import into TestRail. You can do this in Excel under File > Save As, and selecting CSV (Comma delimited) (*.csv) as the file type. If you currently manage your test cases in Excel, you first need to export your Excel sheets to one or more CSV files. ![]() You may need to export your existing test cases to a CSV or Excel file from another test management system first, and then make some minor formatting changes to properly import your test cases into TestRail. ![]() To import existing test cases to TestRail via CSV, you will first need to prepare your CSV import file. This article walks you through the process of formatting your source CSV file in the correct format and importing your test cases to TestRail. You can also create new test cases in bulk by scripting them in Excel or Google Sheets and importing them to your TestRail instance via CSV. With TestRail, you can migrate any existing test cases you might have in Excel files or other test management tools by importing them via CSV.
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