---
title: "Mass Edit Tests via Export and Import"
slug: "how-to-mass-update-tests-and-steps-using-an-excel-template"
updated: 2026-08-12T10:59:23Z
published: 2026-08-12T10:59:23Z
canonical: "success.panaya.com/how-to-mass-update-tests-and-steps-using-an-excel-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mass Edit Tests via Export and Import

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

[Embedded content](https://player.vimeo.com/video/307243363?h=d66192b77f)

1. [Firstly, export the relevant Tests and Steps](/v1/docs/how-to-export-tests)  
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](/v1/docs/test-export))
2. Open the Excel file and **update the relevant Tests or Steps**
3. Hover over the **Tests** tab and select **Test List**
4. Click on **Import to Update Existing Tests**   
**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1722538143948.png)**
5. Click on **Select Files** and locate the updated Excel spreadsheet.
6. Click **Next**. The Import Wizard allows assigning activities to the relevant users in Panaya. Click here to learn more about [User Mapping](/v1/docs/how-to-use-user-mapping-when-importing-tests). Alternatively, click **Next** to **continue**.
7. Take a look at the Data Validation section for any importing issues.  
Click **Update Tests** to complete the update.

**Good to Know!** Test **Steps Status** can not be updated in mass If tests were updated once using the import-to-update method, it's required to export them again, make the necessary changes, and re-import the new file. Use [manual run](/v1/docs/how-to-run-a-test-manually) instead to pass multiple Steps in a Test activity - Use the **Ctrl** or **Shift** keys to **multi-select** Steps

NoteYou can update up to 5000 records with each file import.

---

## Fields

Below are all fields that **can be edited using this method**. In addition, any previously defined [Custom Fields](/v1/docs/all-about-panayas-custom-fields-tabs) can also be updated.

### Tests Fields

For **Tests** Mass Update - NAME DESCRIPTION OBJECTIVE PREREQUISITES DUE DATE PRIORITY IN SCOPE REVIEWED CATALOG ID BUSINESS PROCESS FUNCTIONAL AREA MODULE COUNTRY / REGION IT OWNER BUSINESS OWNER SYSTEM EXTERNAL REQUIREMENT ID VARIANT NUMBER CONTAINS PERSONAL INFORMATION

### Steps Fields

For **Steps** Mass Update - DESCRIPTION TRANSACTION GUIDELINES EXPECTED RESULTS SYSTEM PREREQUISITES REQUIREMENT ID FORM / INTERFACE GXP PROGRAM VARIANT MANUAL / JOB POSITIVE / NEGATIVE TEAM TESTER DUE DATE WORK EFFORT (H) MODULE ORGANIZATIONAL ROLE INPUT DATA REFERRED QUICK TEST