The Quality Center (QC) Excel Add-in enables you to export your test plan, requirements, or defects from Excel directly to QC. You can view the exported test plan in the test plan tree, the exported requirements in the requirements tree, and the exported defects in the defects grid.
This guide assumes that you have already installed the add-in, if you haven’t you can find the instructions and installation files here, you will need to have a HP passport login to access the page.
Once the add-in is installed you are ready to proceed.
1. Formatting Data
the first thing you need to do to export your tests from Excel to Quality Center is format your tests in your worksheet so they have the required data and are setup correctly to enable import into the test plan tree. The ‘Subject’ column indicates the hierarchical path of each subject test folder in the test plan tree.
The following example shows two tests Scripts, each test containing a number of design steps.
The mandatory fields are ‘Subject’ and ‘Test Name’. ‘Description’ is the description of the test and only needs to be on the first line. ‘Step Name’, ‘Step Description’ and ‘Expected Result’ are not mandatory, if these are not completed it means that you can export test cases with no test steps.
2. Exporting Data to Quality Center
After you have properly created and formatted the tests in your worksheets, you can export them to QC. When you export a new or existing test to Quality Center, it is created with the user name that you use to export it.
Note: You must have full, create and modify permissions in Quality Center for the type of record that you are exporting. For example, if you are exporting tests, you must have permissions for adding and modifying the test plan tree, design steps, and folders. So, first run should be done with admin user to save the test plan tree.
Highlight the rows and columns that contain the data you want to export. Do not include column headings in your selection. Go to the Add-Ins tab on the ribbon in Excel and select either Export To Quality Center or Export to ALM depending on your QC version.
The Quality Center Export Wizard – Step 1 of 8 dialog box opens. Enter the QC server address, this can be got from the address bar of your browser when you are logged in to QC.
Click Next. The Quality Center Export Wizard – Step 2 of 8 dialog box opens, Type your QC user name and password.
Click Next. The Quality Center Export Wizard – Step 3 of 8 dialog box opens. Select Domain and project name.
Click Next. The Quality Center Export Wizard – Step 4 of 8 dialog box opens. Select Test (if you are going to upload a test).
Click Next. The Quality Center Export Wizard – Step 5 of 8 dialog box opens. Create a new map and call it “test”.
Click Next. The Quality Center Export Wizard – Step 6 of 8 dialog box opens to map a Quality Center field to a corresponding Microsoft Excel column, choose a field name from the list on the left, and click the arrow button (>). The Map Field with Column dialog box opens. Type a corresponding Excel column letter and click OK. Note that a required field is displayed in red.
Click Next. The Quality Center Export Wizard – Step 7 of 8 dialog box opens.
If you have successfully exported your worksheet to Quality Center, the Quality Center Export Wizard – Step 8 of 8 dialog box opens. Click Finish.
Review the exported data in Quality Center, the 2 selected test are uploaded.
Installers and Templates
To download the below files, rightclick on the link and save as.
Template Excel file: ALM Test Script Upload Template – Blog
Excel Add-in for QC/ALM 11.0: HP-ALM-MSExcelAddin_11_0_1_15
Excel Add-in for QC/ALM 11.5: HP-ALM-MSExcelAddin_11_50_4_0
I also have a post on how to download Test Cases and Requirements from QC to Excel.