Planning to migrate from Testrail ?

TestCollab offers a feature that makes importing test cases from Testrail much easier.

Here are the key enhancements added with the feature:

Mapping of columns in data source and fields in TestCollab is quicker as most of the default columns are auto-selected
Sections from Testrail would automatically be used to create suites in TestCollab
References can automatically be linked as requirements in TestCollab. For this, the requirements management feature needs to be enabled in the TestCollab project before importing data
Custom fields of dropdown and multiple choice types would have their field values auto mapped
Most of the markdown formats used by Testrail will be supported at the time of import

Preparing for import

Enabling requirements in TestCollab

If you have references linked with test cases in Testrail project then you may probably like to start by enabling the requirements management feature for the TestCollab project where all your test cases will be migrated.

Here is the article that explains the requirements management feature for you - https://help.testcollab.com/en/articles/5496203-requirements-management-for-jira

Having custom fields added in TestCollab

You can have custom fields added and configured to hold the additional data that was being maintained in Testrail.

For more details on managing custom fields, please refer https://help.testcollab.com/en/articles/4663569-custom-fields

Prepare to export test cases from Testrail

On the "Test Cases" page opt to export the cases in CSV format.
You can select one or more sections that hold the test cases' data that needs to be exported.
Similarly, you can opt to export data for all or selected columns only (we would suggest keeping all the columns selected)
Please note that "Include separated steps on separate rows" needs to be enabled
If you want the same hierarchy of TestRail sections to be applied on test suites in TestCollab then make sure that you are selecting "Section Hierarchy" under columns while exporting data from TestRail. See the image added below

Importing the data

Once the CSV is ready, you can get the data imported in TestCollab

Open the target project and navigate to the "Import" page.

Select "TestRail", you would be shown the information regarding the steps we discussed in the previous section
Opt to upload the CSV file you got. Since we are going to have suites created in TestCollab on basis of sections' data in your CSV, we do not need to change anything on the first step of the import wizard. Click on "Upload"
On the next screen, you would map the fields in TestCollab with columns in the CSV you provided. Default fields are automatically mapped based on their names, please make sure you select the correct custom field names (in CSV) on this screen from the dropdown provided to map with fields in TestCollab. Click on "Next"
Most of the values get automatically mapped based on the values present in TestCollab and the ones in the CSV, you can verify the mapping and do the mapping for values that do not match with the ones in the data source. Click "Next"
Before the data gets imported you would be shown a preview of how it would look after import. You can click on "Finish Import" if everything looks good.

More details on columns and values mapping while importing test cases.

After the import, you can switch to the test cases manage page to start using the imported test cases.

If you have any questions, please email us on support@testcollab.com