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You don’t need a new testing process. You need a place for each column you already maintain. The platform stores results so you do not rebuild the spreadsheet.
Import the file if you have one: Excel / CSV matrix or Smart Import. This page is the mental map.

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Sheet tab to project

The workbook named “Acme UAT” is a project. If you had one sheet per product (iOS vs web), that is still usually one project with a type (web, ios, android, and so on), not a new product record. Most freelancers only need Projects. Project vs Application.

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Header rows you always typed

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Checklist rows to cases

A row like “Guest checkout with Visa” is a test case inside a suite (the grouping tab or section heading). Typical columns land like this:
  • ID / title to case title
  • Steps to case steps (instruction, expected_result, notes, evidence required)
  • Expected to expected_outcome (and per-step expected result)
  • Preconditions / data to preconditions
  • Priority to low | medium | high | critical
  • Module / area to module
  • Tags to tags
  • Persona to required_persona_id
  • Estimate to estimated_duration_minutes
What is a case.

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Result columns to a run (not the case)

Pass / Fail / Blocked on Tuesday is this run, not a rewrite of the master script. Case results: passed | failed | blocked | skipped | in_progress. Steps: Pass, Fail, Blocked, N/A (plus not run until you touch them). Statuses. The master list stays reusable. That is the benefit versus coloring cells in the source sheet.

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Bug tab to Findings

Severity, status, screenshots, “link to Jira-123”: that is Findings. URL path is /defects; the UI says Findings. Jira in SimpleUAT is links only. Jira. GitHub Issues can create issues from defects if you connect it.

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Status email to delivery + export

The recap is a delivery snapshot plus an export (PDF, HTML, Word, Excel, and more; plan-gated). You don’t paste counts by hand. Exports.

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Reusable checklist workbook to pack

The “checkout regression v4” file you copy for every storefront client is a Test Suite Pack. Install it into the project; then it’s normal suites and cases. You cannot currently “save this project back as a pack” from the project. Build packs with New pack, JSON import, or Generate with AI (the last two are plan-gated). Own pack.

Import the file

Smart Matrix and unified Smart Import.

Write the first test by hand

If the sheet isn’t worth importing.