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Connect Testrail to Microsoft Excel

Send Testrail projects, users, priorities and 15 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Testrail reporting
Projects Users Priorities Plans
Each Testrail data type goes to its own sheet and refreshes on your schedule.
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How to connect Testrail and Microsoft Excel

4 steps. You can preview the Testrail data in Coupler.io before anything reaches Microsoft Excel.

Step 1 of 4

Connect Testrail

Enter your Testrail username, password and domain name. You only do this once per account.

Username••••••••••••
Password••••••••••••
Domain name••••••••••••

Step 2 of 4

Choose what to export

Pick the Testrail data you want in Microsoft Excel.

Show 10 more data types Show fewer data types
Start dateAny dateSpecify the start date for extracting data from TestRail.

Step 3 of 4

Connect Microsoft Excel

Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Testrail data.

WorkbookTestrail reports.xlsxAn .xlsx file in OneDrive, under 25 MB
SheetProjectsExisting sheet or a new name to create
Cell addressA1Top-left cell for the data. Default is A1

Step 4 of 4

Choose a write mode and schedule

Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.

Write mode

Each run wipes the previous data and writes fresh Testrail data.

Get the most of Testrail to Microsoft Excel integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Testrail to Microsoft Excel questions

18 data types, including Projects, Users, Priorities, Plans and Roles.

With your Testrail username, password and domain name, entered once when you add the connection.

Yes. Set the start date to cover the period you need.

An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.

Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter Testrail by date or switch to Replace.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches Microsoft Excel.

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