How to import Tests from file?

Panaya provides a simple to use Import Wizard for importing your tests. This is the fastest and most efficient way to import your test assets.
If you wish to import tests from another Panaya project, click here for instructions.

Launching the Import Wizard

To launch the Test Import Wizard, right click on the Cycle / Folder / Business Process and select Import > from File

Select from the following options - 

For Tests

  • From my own documents
    Using this option will redirect you to Panaya's Test Box. The Test Box allows the automatic creation of tests from your existing assets. 
    Click here to learn more
     
  • Multiple tests template (recommended)
    If you select this option, the wizard will proceed to the Upload Data page, where you can download the Panaya flat excel template.
    This will allows you to add or paste tests and steps into one flat excel for all test activities.
    Click here for complete Test import instructions

     
  • Single test template
    Select this option if you wish to use a seperate Excel file for each test.
    To upload multiple tests in this method, you will need to archive all the files and upload them as a single ZIP file.

For Quick Tests

  • From my own documents
    Using this option will redirect you to Panaya's Test Box. The Test Box allows the automatic creation of tests from your existing assets. 
    You can import MS Office files of your own. Panaya will create a new Quick Test activity for every imported file. The name of the file will be used as the activity name and the actual file will be added as an activity attachment. PDF files are not supported when importing Quick Tests using this method.
    Click here to learn more
     
  • Script template
    Use this if you need to create detailed instruction activity steps with the expected results. The template enables to define the a Section for your script - 1 section for each Quick Test. If you use TCODE names in the transaction field for the section, Panaya will identify it and consider them for Test Coverage reports.
    You can use this completed Script Template as a reference
     
  • Planned Run Template
    This template allows to create Quick Tests and include their Planned Runs. Quick Test will be created with no attached script. You can later record or create it manually
    You can use this completed flat excel example for Planned Runs as a reference.

Test import instructions

  1. Click on Download template

     
  2. Fill in all test details in the template file according to the guidelines
    You can use this completed flat excel example or a single test per file example spreadsheet as a reference. 
     
  3. Go back to Panaya. In the Import Wizard, click on Select Files... and locate the template file or the archived ZIP.
    Click Next.
     
  4. If you wish, you can specify fields to set the folder hierarchy for the imported tests. Up to 3 hierarchy levels are supported. 
    You can grouping tests by clicking Next.

  5. Click Next to proceed to the User Mapping section.
    When Importing Tests into Panaya, the Wizard allows to assign users in the template file to the relevant users in Panaya.
    Click here to learn more about User Mapping

Guidelines for Importing from a Template File

When importing tests using a template file, the following fields should be populated:

  • General tab
    • Name
    • Business Process – if you wish to combine several tests under one business process.
       
  • Steps tab‚Äč
    • Description
    • Transaction \ Object
    • Expected Result
    • Team \ Tester

The Test ID column data will appear as the Catalog ID of each Test. The Catalog ID can be viewed or changed under the General tab.

For Tests - you can use this completed flat excel example or a single test per file example spreadsheet as a reference
For Quick Tests - you can use this completed flat excel example for Planned Runs as a reference

Note

See also