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Connect to Zephyr Scale
Connect to Zephyr Scale

Connecting Your Test Cases Data to Qualio

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Written by Matus
Updated over a week ago

30-Day Validation Features: One or more of the features here are part of the November 2024 Launch Train and currently only available in your sandbox instance during the validation period. They will be released to all production instances on December 12, 2024, based on plan eligibility. Learn More


Connect Zephyr Scale to Qualio to streamline your testing and quality management processes. This integration allows you to:

  • Sync test cases, test cycles, and test results with Qualio. Keep your quality records up-to-date by automatically syncing testing data from Zephyr Scale.

  • Link testing activities to Design Controls and other quality records. Establish complete traceability by connecting your testing efforts with relevant design controls, requirements, and other quality documentation within Qualio.

Benefits of Integrating with Zephyr Scale

  • Centralize Testing Data: Access and manage your Zephyr Scale test cases, cycles, and results directly within Qualio.

  • Enhanced Traceability: Link testing activities to design controls, requirements, risks, and other quality events for improved visibility and audit trails.

  • Streamlined Workflows: Reduce manual effort and potential errors by automatically syncing testing data between Zephyr Scale and Qualio.

  • Improved Quality Insights: Gain a deeper understanding of product quality by incorporating testing data into your quality management system.


IMPORTANT: Setting up the Zephyr Scale integration may require authentication and approval from your Zephyr Scale administrator. Please speak with your administrator if you have any questions.

Creating a Service User Account (Recommended)

Before connecting, we recommend creating a dedicated service user account in Intercom for the integration. This helps:

  • Avoid Disruptions: Prevent integration issues if a personal account used for authorization becomes inactive (e.g., due to an employee leaving the company).

  • Control Access: Ensure that only the intended data is accessible within Qualio by granting the service user appropriate permissions in Intercom.


Setting Up the Zephyr Scale Integration

  1. Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.

  2. Connect to Zephyr Scale: Click the "Connect" button for Zephyr Scale.

  3. Next page will prompt you to enter an API Token from Zephyr to connect your workspace . Then click Complete Setup.

    Zephyr Intergration
  4. Once connected, you should see it listed within your main Integrations page.

    Integration Zephyr

Note: You need to generate an access token to use the API for Zephyr Scale in your JIRA profile. Click here to see more specific steps.


Creating Automated Workflows

Once you've set up the Zephyr Scale integration, you can automate workflows within Qualio.

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