Import & Export
Import and export test cases in bulk using CSV files. Perfect for migrations, backups, and large-scale test management.
Download Tests
Export your existing tests as CSV for backups, templates, or external analysis.
- Click Download on the Tests page
- Select filters (optional) to export specific tests
- The CSV downloads with all test data
Use Cases:
- Create templates for bulk uploads
- Backup test data
- Share tests with external tools
- Analyze test coverage in spreadsheets
tip
Apply filters before downloading to export only specific tests (by section, priority, platform, etc.).
Upload Process
- Click Upload on the Tests page
- Select your CSV file (must follow the required format)
- (Optional) Assign a label to all imported tests
- Click Submit Tests
The system validates and imports tests, auto-creating sections and squads as needed.
CSV Format
Required Columns
| Column | Requirements | Notes |
|---|---|---|
| Title | Min 5 characters | Test case name |
| Section | Hierarchy path | Use > for nesting: Parent > Child > Test Section |
Optional Columns
| Column | Valid Values | Default |
|---|---|---|
| Id | Any number | Auto-generated |
| Priority | Critical, High, Medium, Low | Medium |
| Platform | All Platforms, Android Web And iOS Only, Android Web and Playstore, Only Android, Only iOS, Only Playstore | All Platforms |
| Test Covered By | Contract, E2E, Integration, Manual, Unit | Manual |
| Automation Status | Not Automatable, Automated, Automatable | Automatable |
| Squad | Any text | Auto-created if new |
| Steps | Text | - |
| Preconditions | Text | - |
| Expected Result | Text | - |
| Description | Text | - |
| Additional Groups | Text | - |
| Automation Id | Text | - |
| Section Description | Text | - |
Section Hierarchy
Sections are created automatically based on the path in your CSV.
Example:
Account Management > Cash In > Payment Listing
This creates:
- Account Management (parent)
- Cash In (child)
- Payment Listing (child)
- Cash In (child)
caution
Section names are case-sensitive. Typos will create duplicate sections.
Migration from TestRail
Use the Id column to preserve test IDs from TestRail:
- If Id is provided: Uses that ID in Checkmate
- If Id is empty: Auto-generates a new ID
This ensures links and references remain intact during migration.
Best Practices
- Download as template - Export existing tests to get the correct format
- Validate format - Check your CSV in a spreadsheet tool before uploading
- Start small - Test with 5-10 rows before bulk importing hundreds
- Check sections - Verify section hierarchy paths are correct
- Review defaults - Ensure default values match your needs
- Use filters - Export specific test subsets for targeted templates
Next Steps
- Manage Tests - View and organize imported tests
- Execute Runs - Run your imported test cases
- Filter Tests - Use advanced filtering options