Documentation - aqua cloud
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  • 💻Web client
    • Getting started
    • General
      • Home page
      • App language
      • User account
      • Change password
      • Shortcuts & Accessibility
    • How to Contact Our Support
  • 👩‍🔧Administration
  • User administration
    • Adding and editing user profile
    • Roles and permissions
    • Assign, unassign or change licenses
      • Comparison of Licenses
    • Assign/unassign projects and roles
    • Licenses statistics
    • Statistics
  • Project configuration
    • [NEW] Project template configuration (fields)
      • Shared value sets
    • [OLD] Project template configuration (fields)
      • Shared value sets
      • Creating field groups
    • Field rules
    • [NEW] Workflow configuration
      • Global rules
      • Status and transitions
    • [OLD] Workflow configuration
    • Additional project settings
    • Project integrations
    • System log
    • Email notifications
      • Project default notifications
      • My notifications
      • Configuration of the project notification templates
      • Troubleshooting
  • Projects and folders
    • Project wizard
    • Projects
      • Export project
      • Import project
        • Migration from Testrail
      • Archive project
    • Folders
      • Export project folder
      • Import project folder
  • 🧩Modules
  • Navigation page
    • Project tree
    • Items grid
    • Filtering and grouping
    • Views
    • Search
    • Preview item details
  • Items
    • Requirements management
      • Requirements
      • Subrequirements
      • Requirements coverage
    • Test cases management
      • Test cases
      • Nested test cases (shared test cases/steps)
      • Manual testing
      • Test data or Variables manager
      • Test environment tracking with labels (tags)
      • Test execution results
      • Test automation
      • Capture: Test recorder/bug reporter
      • Test it: easy way to start run
      • Quick run: test execution of multiple test cases at once
    • Test scenarios management
      • Test scenarios
      • Adding test cases to a test scenario
      • Executing test scenarios
    • Defects management
      • Defects
      • Creating a defect from a test execution
      • Review found or linked defects to the test execution
      • Creating a defect with Capture
    • General item capabilities
      • Creating and Editing Items
      • Copy item to a target project or duplicate within a project
      • Taking over field values between items
      • Item template (defaults)
      • Dependencies
      • Add links to a description
      • Take screenshots
      • Watch item and notify other users
      • Attachments (files)
      • History of changes
      • Discussions (comments)
      • Print item data
  • Reporting
    • Creating a new report template
    • Basic report elements
    • Element tree structure
    • Element properties
    • Diagrams
    • Pivot table
    • 'Sum' function
    • Creating custom report script
    • Parametrization of reports
    • Exclude empty items from a report
    • Adding table of contents to a report
    • How to filter executions based on custom added fields?
  • Dashboards
    • Creating a dashbord
    • Publishing the dashboard
    • Creating a chart
    • KPI alerts
    • Drilldown to details from a chart
    • Burndown chart template
  • Agile
    • Backlog
    • Sprint board
    • Preview
  • 🖥️Desktop client
    • Getting started
      • Important notice: Deprecation of the desktop client in June 2025 [updated]
      • FAQ: Transitioning from the desktop client to the web Client
      • Desktop installation
      • Home screen configuration
      • Views
      • Grid
    • Agile board
      • Burn Down Chart
    • Dashboard
    • User Administration
      • Adding and managing users
      • Roles and permissions
      • Assigning licenses projects and roles
      • Statistics
    • Project configuration
      • Configuration of Fields and Workflows
      • Email Notification
      • Change company logo in printout
      • Import Project Configuration
    • Import / Export Wizard
    • Project Planner
      • Creating and editing a new project plan
      • Adding and syncing items to project plan
      • Resource planning
      • Gates and Stages
    • Requirements Management
      • Dependency
      • Subrequirements
      • Mind map
      • Comments
      • Documents
    • Test Management
      • Step Designer
      • Test Execution
        • Autosave of a test execution
      • Variable Manager
      • Nested Testcases
      • Disable manual test execution time
    • Test Scenarios
      • Test Scenarios
      • Scheduled Executions of Test Scenarios
      • Run Dependency
    • Defect Management
    • Reporting
      • Creating a Report
      • Creating a new report template
      • The Report Wizard
      • Basic Report Elements
      • Element tree structure
      • Element Properties
      • Diagrams
      • Pivot Table
      • Sum Function
      • Script Development
      • Parametrization
      • Performance Improvements for Report Creation
      • Remove empty elements
      • Table of Contents
      • Invalid References
    • Agile Board
      • Configuring the Agile Component
      • Planning board
      • Scrum board
      • Burn Down Chart
    • Versioning
  • 💿Installation for on premise
    • System Requirements
      • Server
      • Desktop Client
      • Web Client
      • Agents
    • Server Installation
    • Server parameters
    • Web Client Installation
    • Getting Agents
    • Connection to MSSQL Database
    • Connection to Oracle Database 12.2c
    • Licenses
    • Monitoring
    • SSL-Configuration
    • Content Security Policy (CSP) Settings
  • 🪄AI Copilot
    • Transform your testing and project management with aqua's AI Copilot
    • Enable and manage AI Copilot options
    • Create documents with ease with AI Copilot
    • AI Copilot: generate a comprehensive description for the test cases in just one click
    • AI Copilot - create test cases out of requirements or based on context in seconds
      • Create test cases from the navigation page
      • Create test cases from a requirement
      • Create a test case from a test case page
    • Generate test data with AI Copilot
    • Generate test case based on a file
    • Generate test cases in BDD format
    • Generate test cases with AI Copilot using test design techniques
    • Create user stories, BDDs, or PRDs based on a file
    • Create multiple user stories or BDDs with AI Copilot
    • Split or convert requirements
    • AI Copilot chat
  • 🔗Integrations
    • Jira sync: synchronize items between aqua and Jira projects
      • Before you begin: key steps for synchronization
      • Sync configurator set up
        • Sync Configurator options
      • Log in to the Sync Configurator
      • Sync of the projects between aqua and Jira
      • Fields mapping
        • Supported default Jira fields
        • General aqua and Jira fields compatibility
        • Special compatibility for aqua and Jira fields
      • Additional settings
        • Allow mapping of only selected values and ignore other field values for the sync
        • Automatic creation and mapping of field values
      • Troubleshooting
      • Synchronisaton of subtasks with aqua
      • Formatting support
    • Azure Devops sync
    • Jira link: create and/or link Jira issues to aqua tickets
    • aqua4Jira plugin: Cover Jira issue with aqua test cases
      • Installation of the plugin
        • aqua4Jira Plugin - Now Compatible with Jira Data Center!
      • Configuration in Jira
      • Configuration in aqua
    • Automatic display of test cases or test scenarios in Jira tickets
    • Confluence integration
    • Capture: record tests or create comprehensive bug reports
    • Testlink: importer tool for migrating test cases to aqua
    • SSO
      • LDAP
      • SAML Configuration
        • Installation
        • Sample
  • 🌀Automation
    • Desktop Client
      • Creating an Automation Agent
      • Configure Automation
      • Ranorex
      • UFT
      • JMeter
      • SoapUI
      • Database
      • UnixShell
      • PowerShell
      • Automation Library
    • Web Client
      • Automation Agent
        • Creation & Configuration
        • Agent pools
        • Running task
      • Powershell
      • Unix Shell
      • Jenkins integration
      • Selenium
    • REST API
    • Automation: CI/CD tools and aqua REST API
      • Gitlab CI/CD: JAVA/Playwright
      • Gitlab CI/CD: TypeScript/Cypress
      • Gitlab CI/CD: TypeScript/Playwright
      • Gitlab CI/CD: TypeScript/Cypress/Cucumber
  • 🚀Product updates for on premise customers
    • Product updates
      • 25.52.0 - On Premise
      • 25.47.0 - On Premise
      • 25.36.0 - On Premise
      • 25.31.0 - On Premise
      • 25.18.0 - On premise
      • 25.10.0 - On Premise
      • 24.135.0 - On Premise
      • 24.130.0 - On Premise
      • 24.126.0 - On Premise
      • 24.108.0 - On Premise
      • 24.101.0 - On Premise
      • 24.93.0 - On Premise
      • 24.83.0 - On Premise
      • 24.71.0 - On Premise
      • 24.53.0 - On Premise
      • 24.8.0 - On Premise
      • 23.140 - On Premise
      • 23.126.0 - On Premise
      • 23.102.0 - On Premise
      • 23.70.0 - On Premise
      • 23.22.0 - On Premise
      • 22.132.0 - On Premise
      • 22.123.0 - On Premise
    • Release Notes
      • 25.52.0 - On premise
      • 25.47.0 - On Premise
      • 25.36.0 - On Premise
      • 25.31.0 and 25.33.0 - On Premise
      • 25.26.0 - On Premise
      • 25.18.0 - On Premise
      • 25.10.0 - On Premise
      • 24.135.0 - On Premise
      • 24.130.0 - On Premise
      • 24.126.0 - On Premise
      • 24.114.0 - On Premise
      • 24.108.0 - On Premise
      • 24.101.0 - On Premise
      • 24.93.0 - On Premise
      • 24.83.0 - On Premise
      • 24.71.0 - On Premise
      • 24.53.0 - On Premise
      • 24.8.0 - On Premise
      • 23.140.0 - On Premise
      • 23.126.0 - On Premise
      • 23.102.0 - On Premise
      • 23.70.0 - On Premise
      • 23.22.0 - On Premise
      • 22.132.0 - On Premise
      • 22.123.0 - On Premise
  • 🚀Product updates for public and private clouds customers
    • Product updates
      • 25.52.0 - public and private cloud
      • 25.47.0 - public and private cloud
      • 25.36.0 - public and private cloud
      • 25.33.0 - public and private cloud
      • 25.18.0 - public and private cloud
      • 25.10.0 - public and private cloud
      • 24.135 - public and private clouds
      • 24.130 - public and private clouds
      • 24.126.0 - public and private clouds
      • 24.108.0 - public and private clouds
      • 24.101.0 - public and private clouds
      • 24.93.0 - public and private clouds
      • 24.88.0 - public and private clouds
      • 24.83.0 - public and private clouds
      • 24.71.0 - public and private clouds
      • 24.63.0 - public and private clouds
      • 24.50.0 - public and private clouds
      • 24.33.0 - public and private clouds
      • 24.8.0 - public and private clouds
      • 23.140 - public and private clouds
      • 23.126.0 - public and private clouds
      • 23.107.0 - public and private clouds
      • 23.92.0 - public and private clouds
      • 23.70.0 - public and private clouds
      • 23.46.0 - public and private clouds 1/3
      • 23.46.0 - public and private clouds 2/3
      • 23.46.0 - public and private clouds 3/3
      • 23.22.0 - public and private clouds
      • 22.132.0 - public and private clouds
    • Release notes
      • 25.52.0 - public and private cloud
      • 25.47.0 - public and private cloud
      • 25.36.0 - public and private cloud
      • 25.33.0 - public and private cloud
      • 25.31.0 - public and private cloud
      • 25.24.0 - public and private cloud
      • 25.18.0 - public and private cloud
      • 25.10.0 - public and private cloud
      • 24.135.0 - public and private clouds
      • 24.130 - public and private clouds
      • 24.126.0 - public and private clouds
      • 24.114.0 - public and private clouds
      • 24.108.0 - public and private clouds
      • 24.101.0 - public and private clouds
      • 24.93.0 - public and private clouds
      • 24.88.0 - public and private clouds
      • 24.83.0 - public and private clouds
      • 24.71.0 - public and private clouds
      • 24.63.0 - public and private clouds
      • 24.50.0 - public and private clouds
      • 24.33.0 - public and private clouds
      • 24.8.0 - public and private clouds
      • 23.140.0 - public and private clouds
      • 23.126.0 - public and private clouds
      • 23.107.0 - public and private clouds
      • 23.92.0 - public and private clouds
      • 23.70.0 - public and private clouds
      • 23.46.0 - public and private clouds
      • 23.22.0 - public and private clouds
      • 22.132.0 - public and private clouds
      • 22.123.0 - public and private clouds
    • 📢AQUA NEWS
      • Upcoming new storage options for On-premise deployments
      • 🔒 Rate Limits for Public Cloud Users
      • Preview of aqua's public API
      • aqua is now ISO 27001 certified and DORA Compliant
      • Upcoming changes to aqua API
      • AI Copilot launching for All public clouds users on January 27th!
  • 📹Capture
    • What is Capture?
    • Chrome extension installation
    • Capturing in Incognito mode
    • Using Capture with Edge
    • Capturing with video
      • Option to enable mic when capturing a screen and adding voice notes
      • Option to pause/resume while capturing the video
        • Masking sensitive information while capturing
    • Capturing with screenshot
    • Running a test execution
    • Last minute session replay
    • Masked inputs while creating captures
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  • Export
  • Import Assistant

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  1. Desktop client

Import / Export Wizard

PreviousImport Project ConfigurationNextProject Planner

Last updated 1 year ago

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In aqua, you have the option to import and export aqua items from and into Excel and CSV documents. You should use an aqua Administrator in order to have the full rights on the project, requirements, test cases, test scenarios, and defects.

Export

In order to export your aqua project items (requirements, test cases, test scenarios and defects) to an Excel or CSV document, you have to open aqua and be an aqua Administrator with full rights. Select your project and click on Export.

A new dialogue appears, where you can select which items should be executed.

In Export Settings, you can select existing pre-configured export settings. The setting name defines the name of the setting in case you want to reuse it. In File type, you can select Excel 2003 or CSV, which are now supported.

The next step is to select the export language, which defines the language of the exported file. Now you can define which element types should be exported. You must enable them to export them. For example, if you want to export all information stored in Word files, check the Export RTF data box. Otherwise, all fields will be exported as plain text fields. The Export Header contains optional export information and can also be used to automatically detect language information when importing the file.

If you activated some item types, you can define which fields should be exported by clicking on Field Selector.

To include all fields in the export, check Include all fields or else specify individual fields in Available fields by clicking on Add.

Click on Export to start exporting your aqua project into a file.

Import Assistant

For beginners, working with the Import Assistant can sometimes prove difficult. Find out if your existing mapping works for your business before importing all data. Start the Import Assistant and click on Next.

Select a file for import, this can be an Excel or CSV Document, and click on Next.

If the file does not contain a header with language information (these can be added to the export by checking the box "Include header in the exported file"), a message will be displayed that the file does not contain any culture info and ask you whether you want to continue anyway. Here, you simply click on Yes.

In the next window, you can create a new setting or select an existing import setting which was previously saved during an export. In this example, we are creating a New setting.

Define which items you want to import. In our example, we will merely import test cases.

If there is no header with language information in the file, select a language and click Next. If the header with language information is present, the language is automatically selected. In this case, however, you must also select the 4th row under "Start on row" so that it starts after the header. In the next window, there are options to map your data in a source file with the configuration of an aqua project.

To specify your test steps in Test cases, import Name (test step), Instructions (test step), and Expected result (test step).

To organize multiple steps in one test case, optimize your test steps as in the following example:

ID

Name

Name (test step)

Instructions (test step)

Expected results (test step)

Type (test step)

128065

Testcase1

First Step

Do

Condition

128065

Second Step

Do it

Check it

Step

128066

Testcase2

First Step

Do

Condition

128066

Second Step

Do it

Check it

Step

The test case ID with all its column information is unique. The additional steps are listed with the same ID in the subsequent rows. Following successful mapping, click on Next. The export settings can be saved here.

Click on Finish to start the import. All your files are imported to the selected project.

Once everything is configured, you can click on the Save button to save the configuration.

🖥️