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Migrating from TestRail to Testiny

This guide shows how to migrate test cases from TestRail to Testiny. We recommend using our importer that uses the TestRail API where you can migrate:

  • existing users
  • test cases including attachments, custom field values, text formatting and linked Jira requirements

Alternatively, you can also export a TestRail XML file and import it, but this will not import attachments.

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If you encounter any problems while importing your existing test cases or migrating from another tool, please do not hesitate to contact our support. Our team will be happy to assist you.

Migrate via TestRail API​

Testiny supports the migration via TestRail API so that you can migrate your test cases including images and attachments, as well as custom field values, text formatting and linked Jira requirements. Follow these steps:

  1. In TestRail, make sure that the API is enabled (in Administration > Site Settings > API), as shown in the screenshot below. If the API is not enabled yet, check the option Enable API and then click Save settings.

TestRail: Enable API

  1. If you have not generated a TestRail API key yet, do so (in My Settings > API Keys) by clicking Add Key as shown in the screenshot below.
  2. Type in a name for your API Key and click Generate Key and save the API key for later.
  3. Finally, don't forget to click Save Setting to save the generated API key.

TestRail: Generate API key

  1. Go to your Testiny project and choose 'Import' from the menu as shown in the screenshot below.

Folders menu item 'Import'

  1. Choose the option TestRail API.
Import Choices
  1. Enter your TestRail API credentials: provide the URL to your TestRail instance, the email address of your TestRail user and the API Key.
    Then click Connect.
Import Choices
note

Please note, that the TestRail instance must be publicly reachable so that Testiny can send API requests and migrate the data.

  1. You can now:
  • Import users: Click Import users from TestRail to migrate users.
  • Import test cases: Choose from which TestRail project you would like to import the test cases.
    If you have been using Jira to track requirements, you can also configure a Jira integration in Testiny and migrate linked requirements as well (the Jira integration needs to connect to the same Jira integration you used in TestRail for references).
    If you just want to try the migration, you can also set a limit to only retrieve a small number of test cases.
Import Choices
  1. After selecting a project, Testiny fetches the test cases and tries to automatically detect all the settings and shows you a preview of the test cases that will be imported as shown in the screenshot below (1).
    In (2), you can adjust the field mapping. The field mappings define which fields from your TestRail test cases map to which fields in Testiny. In case a custom field (value) does not yet exist in Testiny, you can click "fix automatically" so that Testiny creates the custom field (values) for you.
    In (3), you will find advanced settings. For the TestRail import, you can define whether attachments should be imported, set the TestRail API rate limit, or decide whether markdown should be converted to Testiny's rich text formatting. For further information about general importer settings, please refer to the Importer Settings.

TestRail API Importer Preview

  1. Finally, if there are no errors and you're satisfied with the preview, click Import to finalize the import and add the test cases to your project.

Migrate via TestRail XML File​

Testiny also supports the import of test cases from TestRail XML files, including custom field values, separate steps and text formatting. You just need to export the test cases from TestRail as XML and drag & drop the file into Testiny’s importer.

warning

Since TestRail does not include any images or files in its XML exports, images and attachments cannot be migrated this way. You would need to migrate via TestRail API or you need to add the images after the import manually.

Follow these steps:

  1. Export test cases from TestRail. See TestRail’s documentation on how to export test cases to XML.

  2. Go to your Testiny project and choose 'Import' from the menu as shown in the screenshot below.

Folders menu item 'Import'

  1. Choose the option TestRail XML.
Import Choices

  1. Then drag & drop the XML file or click "Select a file to import" to open the file dialog.

  2. After selecting a file, Testiny tries to automatically detect all the settings, such as the field mappings, and shows you a preview of the test cases that will be imported. The field mappings show which fields from your XML file map to which fields in Testiny.
    In case a custom field (value) does not yet exist in Testiny, you can click "fix automatically" so that Testiny creates the custom field (values) for you. For a detailed explanation of all available settings, please refer to the Importer Settings.

  3. Finally, if there are no errors and you're satisfied with the preview you can click "import" to finalize the import and add the test cases to your project.

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If you encounter any problems while importing your existing test cases or migrating from another tool, please do not hesitate to contact our support. Our team will be happy to assist you.