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.

Data formatted for import

 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.

add-ins tab

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.

Step 1 of 8

Click Next. The Quality Center Export Wizard – Step 2 of 8 dialog box opens, Type your QC user name and password.

Step 2 of 8

Click Next. The Quality Center Export Wizard – Step 3 of 8 dialog box opens. Select Domain and project name.

Step 3 of 8

Click Next. The Quality Center Export Wizard – Step 4 of 8 dialog box opens. Select Test (if you are going to upload a test).

Step 4 of 8

Click Next. The Quality Center Export Wizard – Step 5 of 8 dialog box opens. Create a new map and call it “test”.

Step 5 of 8

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.

Step 6 of 8

 Step 6

Click Next. The Quality Center Export Wizard – Step 7 of 8 dialog box opens.

Step 7 of 8

If you have successfully exported your worksheet to Quality Center, the Quality Center Export Wizard – Step 8 of 8 dialog box opens. Click Finish.

Step 8 of 8

Review the exported data in Quality Center, the 2 selected test are uploaded.

Test in ALM

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

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40 Thoughts on “How to export tests from Excel to HP QC / ALM With Excel Add-in

  1. Hello Sir,

    When I click on Export to HPALM, I can view a dialog asking for URL, after providing URL, then click Next, I see an error message

    “The hp platform loader is not installed on this machine, to install the loader, go to the application lifecycle management login screen”

    Please let me know how to rectify the error, I’m completely new to HPQC and Excel

    Thanks for your effots.

    Regards,

    • It sounds like you may not have the correct Excel plugin for your version of QC.

      Cheers

      Dan

    • You have to Go to HQ ALM home page(Enter the URL for ALM ) it will automatically install the platform loaders.After the login page is displayed, you can download the excel add In and can use .

  2. Subhajit Ghosh on October 25, 2013 at 1:28 pm said:

    when I am exporting test case from excel to QC only one step is showing in QC.

    suppose I have 21 steps and I am exporting data into QC from Excel sheet, then in my QC a/c I can viewa test case is being generated with only a single step.

    Sometimes its 1st step, sometimes its 21st step.

  3. Hi,

    while uploading test cases from excel to ALM whether excel formula will be uploaded in ALM.

    like in A1 cell have data like ” nares” and B1 is having data “h” we want to upload all data like “naresh” which is in C1 cell.

    while uploading i need all A1,B1,C1 has to upload to ALM. Is that possible?

  4. Is there a way to update a single field for all the test cases? I have already exported all the cases to ALM, but now a single field needs to be update for all the uploaded cases.

  5. Hi

    I need to avoid system automatic lock while uploading testcases into QC. Is it possible to code like that in excel?

  6. Sathya on January 9, 2014 at 5:04 am said:

    Hello sir,

    Nothing is happened after given new map name, it stucked on step 5.please help here

    • just create a folder with the Map name in the following path C:\Program Files (x86)\Microsoft Office\Office14\XLSTART\TDAddin
      and then try exporting.

  7. ashwini on January 9, 2014 at 5:38 am said:

    I am uploading test cases from Excel to QC 10 where Designer field is mandatory, even after providing designer name correctly QC is throwing error that Designer doesn’t exists.Help me if this is defect from QC side

  8. do we have any excel add in to upload the results into QC. so that it will make the user work easier and saves time…

  9. Hi,

    The blog helped me in uploading Test Cases from excel to QC. I’m also looking for a way to upload Test Cases Results from excel to QC. Is it possible, if yes, may I know the detailed procedure for that also.

    Thanks in Advance !!!

    Regards,
    Anand

  10. Mustafa Khan on February 21, 2014 at 6:08 pm said:

    I’m uploading the scripts the same way but I can only get 1 step to upload for example my script has 8 steps every time I try to upload it only picks one step to load randomly . First attempt it uploaded only step 3 so I deleted everything and tried again this time it uploaded step 5 don’t know what the problem is have you dealt with this kind of problem ?

    • Mustafa Khan on February 21, 2014 at 6:32 pm said:

      I have figured it out if I highlight the complete area that I want to upload before hitting export to HP ALM it uploads without any issues.

  11. sowndarya on February 25, 2014 at 6:25 am said:

    I have QC 10.0 excel Addins in my machine.I want to uplaod testcass in QC11.5. Is that possible to upload testcases from QC10.0 excel addins to QC 11.5 ?

  12. maytol on March 6, 2014 at 5:43 pm said:

    Hi,
    I’m trying to invoke another script to be executed as is reusable i.e. Login

    how does it needs to be written in the excell sheet?

    mannually in qc displays as Call

    but how it should be in excel so it can be exported the same way.

    • Hi, unfortunately the excel addin is not that clever, you can upload all the base scripts but you will need to setup the scripts with the calls in QC. This is because the call is done on an entity ID not the test name and the ID is not assigned by QC until the scripts have been uploaded.

      Dan

  13. Rathna on April 10, 2014 at 5:03 pm said:

    Hi,

    Will there be any restrictions on the length of the data (as they get stored in tables) we are providing in each column in the excel sheet? IF, yes can you let me know the same.

    Also can you let me know from which version ALM the single sign on (no need to enter the password for ALM it takes automatically authenticating with ADS) available? Thanks in advance.

  14. Mathieu on April 28, 2014 at 11:43 am said:

    Hello !

    Thank you for all this precious information / solution.

    I have a mistake :
    > When i am a the step 6 and i put on export, i met an error message : “Required fields must be mapped”.

    NB : When a comeback to the step 5, i do same thing like your descrition but i can see that there is a different : there is no possibility to choose “select a map”

    Thank you in advance for your help !

    Regards

  15. Yash on May 28, 2014 at 3:22 am said:

    Hi,

    how do I export the Requirment Description and Comments from Excel to QC?

  16. Gary Kimber on June 13, 2014 at 5:03 pm said:

    Hi,

    Thanks for providing this great plugin. I have had success in importing test cases into ALM 11.0, but when trying to import requirements, I find there is no property analogous to “subject” which will direct the requirement to a particular folder in the requirements tree. Can you suggest a method for doing this, or am I limited to putting all reuqirements at first level under Requirements?

    Thanks,

    Gary

    • When importing requirements read “Subject” as “Requirements” in the path you can define you own structure e.g. Feature 1/Function 1, would create the requirements in a folder called Function 1 under a folder called Feature 1 under the requirements folder.

  17. Renuga on June 28, 2014 at 7:15 am said:

    Hello Sir,

    When I click on Export to HPALM, I can view a dialog asking for URL, after providing URL, then click Next, I see an error message “Failed to connect to server”.
    I have installed HP ALM 11 and installed excel addin for the same version with the help of the addin page of the quality center .

    Please let me know how to rectify the error

    Thanks in advance.

    Regards,
    Renuga

  18. oluseye on June 30, 2014 at 12:20 pm said:

    General error: Duplicate entity: ‘TestFolder’.
    General error: Required field can not be empty or SPACE filled.

    Export Report – 2 errors.

    please what does this mean and how can i solve it

  19. Nisha on July 25, 2014 at 5:58 am said:

    Hi

    I am able to upload test cases from xcel to QC, but once it get uploaded
    the format changes to plain text
    No highlights bold text nothing in QC as what i did in xcel
    So is it going a rework for me? or do we have any appropriate solution for this?
    please reply

  20. Pindu Pitti on August 7, 2014 at 7:34 pm said:

    Hi I am looking for a tool that can download tests from test lab into excel and then update test status from excel into test lab.

    Can any one share if you have an excel macro please.

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