How to mass update Tests and Steps using an Excel template?

You can export Tests and Steps, then update field values in Excel and import them back to Panaya. 

  1. Firstly, export the relevant Tests and Steps
    If you wish to update Tests, use the Tests List or Tree view export options
    If you wish to update Steps data, use the Tree view export (option 2)
     
  2. Open the Excel file and update the relevant Tests or Steps
    Click here to learn which fields can be mass-updated using this method
     
  3. Hover over the Tests tab and select Test List
  4. Click on Import to Update Existing Tests
     
  5. Click on Select Files and locate the updates Excel spreadsheet.
  6. Click Next. The Import Wizard allows to assign activities to the relevant users in Panaya. Click here to learn more about User Mapping. Alternatively, click Next to continue
  7. Take a look at the Data Validation section for any import issues. 
    Click Update Tests to complete the update.