Bulk Upload Requirements

The Bulk Upload Requirements feature allows users to upload Requirements from Excel (.xlsx) files.

Use small Excel files to reduce the risk of only uploading part of the data due to a loss of Internet connection or your computer crashing. Chrome browser or IE 10+ are recommended.

To bulk upload Requirements from .xlsx files:

  1. Click Requirements.
    Requirements
  2. Click Bulk Upload.

    Users need the Requirement Create – Bulk Upload user permission to view the  Bulk Upload button in Requirements.

  3. Prepare your .xlsx files:
    Sample bulk upload excel file
    External ID will be renamed Requirement ID.

    1. Supply the existing Requirements’ External ID (or Requirement ID) or Requirement Name in the Excel file.
    2.  External ID (or Requirement ID) and Requirement Name data are validated in the following way:
      • If both External ID and Requirement Name data are supplied, Bulk Upload will look for an exact match of both in existing Requirements.
      • If an exact match of both cannot be found, it will give a warning and look for:
        • An exact match of External ID, and if that is not found, then
        • An exact match of Requirement Name.
      • If neither External ID (or Requirement ID) or Requirement Name are found in existing Requirements, Bulk Upload will warn the user that the data cannot be associated.
      • Bulk Upload also checks that the existing Requirement is associated with the selected Test Plan.
  4. Upload your .xlsx files to Plutora Test:
    The Excel files must be under 25 MB in size and have the same data mapping pattern. If present, the Priority field values should be from 1 to 5, with 1 meaning High Priority.

    1. Drop your .xlsx files containing your Requirements and Test Steps onto the circled gray area.

      Or:
    2. Click Browse Local Computer.
    3. Click to select the file.
    4. Click Open.
  5. Select a mapping option:
    1. Select Cell Mapping if the data is scattered through various cells.
    2. Select Column Mapping if the data is arranged in columns:
      Bulk Upload Requirements column mapping

      • The data must be arranged so that each Requirement is listed with its Categories (as seen above, click the image to enlarge).
      • The Bulk Uploader reads down the Requirement Name column and treats each non-blank cell as a new Requirement, so each Requirement Name, Description, Pre-Condition, and so on must be written only once, and only the Categories columns should have data on every row.
      • Repeating the same Requirement Name, Description, and so on will cause that Requirement to be added multiple times with a different Category in each one.
  6. If you select Cell Mapping:
    1. Click the Select button below Cell Mapping.
    2. Click to select the project or release that the data will go into from the Select a release/project drop down menu.
      Requirements bulk upload select release
      The first tab of the first Excel file opens in preview mode.
    3. To map values:
      1. Click a cell.
        A map value pop up opens with the cell value. For example, A2.
        Map Value
      2. Click the map value pop up.
        The copy the value pop up opens.
        Copy the value requirements bulk upload
      3. Click to open the Select drop down menu and select where the cell data should be copied.
        Requirement bulk upload fields
        Values with a red asterisk are mandatory and must be mapped for the upload to proceed.

      4. Click Save.
      5. Repeat steps i to iv until all mandatory values and as many other values as necessary are mapped.
        When mapping Categories, you can either select the first cell or all the cells. Both selection types will upload all the data.  
      6. Click Next.
        The data is validated.
        Validation for bulk update
        An error message will now pop up if different values are mapped for the same field.
      7. Check the validation results:
        • If the data is valid (has a tick and Checked beside it), go to viii.
        • If the data is not valid (has Warning or Error beside it), go to 8. If validation fails.
      8. Click Select.
      9. Go to Step 7. Destination below.
  7. If you select Column Mapping:
    1. Click the Select button below Column Mapping.
    2. Click to select the project or release that the data will go into from the Select a release/project drop down menu.
      Requirements bulk upload select release
      The first tab of the first Excel file opens in preview mode.
    3. To map values:
      1. Click a cell in a column.
        It does not matter which column cell you select, the whole column will be selected.

        A map value pop up opens with the cell value. For example, A2.
        Map Value
      2. Click the map value pop up.
        The copy the value pop up opens.
        Copy the value from column c
      3. Click to open the Select drop down menu and select where the cell data should be copied.
        A single column can be uploaded into more than one location. If two columns are selected at once, their data will be concatenated in the order they were selected.  

        Requirements column fields
        Values with a red asterisk are mandatory and must be mapped for the upload to proceed.

      4. Click Save.
      5. Repeat steps i to iv until all mandatory values and as many other values as necessary are mapped.
        When mapping Categories, you can either select the first cell or all the cells. Both selection types will upload all the data.  
      6. Click Next.
        The data is validated.
        Bulk Upload Requirements validation
      7. Check the validation results:
        • If the data is valid (has a tick and Checked beside it), go to viii.
        • If the data is not valid (has Warning or Error beside it), go to 8. If validation fails.
      8. Click Select.
  8. Choose a Destination for the data:

    Bulk Upload Requirements Destination tab

    1. Click to select Add New Folder.
      1. Type the Requirement Folder Name.
    2. Or click to select Add to Existing Folder.
      1. Click to select a Requirement Folder.
    3. Click Next.
    4. Confirm your bulk upload:
      Validation Bulk Upload Requirements
    5. Read the Confirmation summary.
    6. Click Submit & Import.
      You have now bulk imported your data.
  9. If validation fails:
    1. Click the Details link to view the problems.
      Bulk Upload Requirements validation failed red arrow

      • Warning: Means data is missing or incorrect but the data can still be imported.
      • Error: Means data is missing or incorrect and that Requirement will be skipped during import because the data is associated with a mandatory field.
    2. To fix errors and warnings:
      1. Note down the errors and warnings. For example, Field “String” in H10 is empty.
      2. Click Cancel or the Select button under Start Over.
      3. Fix the problems with the Excel file. For example, put the correct data into cell H10.
    3. To ignore errors and warnings:
      1. Click the Select button under Ignore Errors. Your data will be imported without the Requirements that are associated with data errors.
        Do not amend the errors and warnings in the same file and reupload. The previously imported Requirements will be duplicated.

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