Importing TestRail

Testmo makes it easy to import test cases from TestRail XML files. If you export test cases from a test suite / repository in TestRail, you can directly import the XML file to a Testmo project. For larger migration projects we also have additional migration tips. Testmo's import feature supports various options and use cases:

• Directly import TestRail XML files to Testmo projects
• Flexible mapping of fields to Testmo fields, including custom fields such as texts, dropdowns, multi-selects etc.
• Full support for separate test steps, expected results and test data
• Map values from your XML file to Testmo values, such as dropdown values, tags etc.
• Support for various text formats such as plain text, Markdown, HTML or removing HTML
• Automatically import sections and section descriptions with configurable rules

Importing TestRail XML files

To import your test cases from TestRail XML files, simply open the TestRail import wizard via the Import button in the top right corner of a project repository in Testmo.

After selecting an XML file, the import wizard will detect all test case templates used in the TestRail XML file. You can then select one of the source templates so you can map fields and values. The import wizard will only import the test cases of the selected source template. If you have test cases with different templates in the same file, you would simply use the import wizard multiple times. This way you can map all the fields for your various test cases correctly.

You also need to choose the Testmo test case template for the test cases you want to import. The test case template specifies the fields (including custom fields) you can map.

Mapping fields & values

Next you select how fields are mapped from your XML file to Testmo fields, including custom fields. If you would like to import fields you don't have a matching field for yet, you can configure additional custom fields as needed. The import wizard will try to suggest a default mapping for common fields (such as the test case Name or Priority fields).

After configuring the field mapping, you can choose how to map individual values from your XML file to Testmo. For example, you can select how to map values to dropdown values (such as a Priority field) or tags. You can also configure how field values such as texts or dates are converted and transformed. By default, Testmo will suggest converting texts from Markdown, which TestRail uses by default. But you can also convert from HTML or plain text.

Importing separate steps

Testmo also fully supports separate test steps. You can also use the import wizard to import your separate test steps to Testmo:

• On the first wizard page, select a Case template that has separate test steps configured. By default, Testmo comes with a template called Case (steps)
• After selecting your TestRail XML file, the import wizard detects all case templates used in the file. Make sure to select the source template for test cases with your separate steps. For example, many TestRail instances use a template called Test Case (Steps)
• On the second wizard page, map the fields to Testmo fields. Usually you would map fields like this (depending on your field configuration and names):
  • Steps separated (Content) → Steps (Step)
  • Steps separated (Expected) → Steps (Expected)

You can also enable additional sub fields for steps in Testmo if you want to map more sub fields.
 

Limitations & suggestions

The import wizard allows you to import most details of your test cases to Testmo. There are a few limitations based on what data is included/missing from XML files exported from TestRail. Here are a few limitations and suggested workarounds:

• Files & images: TestRail does not include any attachments or images in the XML file. We suggest adding attachments or images after the import so you have all the details in Testmo going forward.
• Linked references: Testmo supports linking test cases to issues in your issue tracking tool. However, issue IDs from TestRail's references field cannot be directly imported as issues as they miss the required meta data. You can however, simply import the references to another String field in Testmo (e.g. a temporary field). You can then manually copy the reference IDs to issue IDs after the import.