Which door to use
Smart Matrix Import
Excel or CSV laid out as a test matrix: columns for title, steps, expected result, and similar fields. Best for structured workbooks and multi-tab regression sheets.
Unified Smart Import
Mixed UAT packages: Word scripts, PDFs, plans, rosters, schedules, and spreadsheets in one flow. Best when the client sent a folder, not a single clean sheet.
What happens on the Import page
- Open the project and go to Import.
- Choose Smart Matrix Import or Unified Smart Import.
- Upload the file (or files).
- Map or review what the importer found: suites, cases, steps, personas, cycles when those exist in the source.
- Fix anything wrong in the preview. If the preview is junk, fix the file and start again. Do not apply a bad preview.
- Apply. Then create a cycle and run the work.
What import is not
- From my codebase is a different path. That uploads
simpleuat-project-setup.jsonfrom an agent. It is not the same as pasting a Word spec. Codebase setup. - Test Suite Packs install a reusable checklist. Use a pack when you do not have a client file. Packs.
- Import does not replace a run. After cases exist, you still execute them in a cycle.
Plans and permission
Some workspaces hide an importer, or show Upgrade required, until the plan includes import. You also need import permission on the project. If you see a lock, ask the project manager or upgrade at Settings > Billing.After you apply
There is no undo for apply. Duplicate imports can create duplicate cases. Deprecate or delete extras. Column meanings: spreadsheet mapping. If the preview looks wrong: import problems.Excel and CSV
Smart Matrix steps: upload, map, preview, apply.
Mixed files
Unified Smart Import for Word, PDF, and packages.

