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Use this when they send a UAT tracker as Excel or CSV: rows of cases with title, steps, expected result, and similar columns.
1

Open Import

Project setup Import tests, or Import in the project. Choose Smart Matrix Import.
2

Upload Excel or CSV

Use a sheet that is actually a test matrix, not a finance export. Multi-tab workbooks are fine when each tab is still a matrix.
3

Map columns

Match source columns to suite, case title, steps, expected outcome, priority, persona, and cycle when those columns exist. Save a mapping if you will import the same layout again.
4

Review personas, suites, and cycles

Confirm grouping and names. Fix truncated steps or odd priorities before you apply.
5

Preview, then apply

Cases become normal project cases. Then create a cycle and run. You can stop using the spreadsheet for results; the platform stores them.
Word, PDF, or a mixed folder in the same pile? Use Unified Smart Import instead. Column meanings: spreadsheet mapping. Which importer to pick: How import works.

Unified Smart Import

Word, PDF, mixed files.

Organize after import

Deprecate unused rows.