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Zephyr Integration

Functionize integrates with Zephyr Squad (for Jira Cloud or Data Center) to give teams greater visibility into automated test results. By connecting Functionize with Zephyr, you can unify reporting across manual and automated tests, making test coverage easier to track and share across large organizations.

Why Integrate Functionize with Zephyr?

  • Automation Coverage – Share results of automated tests with stakeholders at scale.
  • Centralized Reporting – Consolidate manual and automated results in one place.
  • Enhanced Automation – Automate Zephyr test cases without code using Functionize Architect.
  • Seamless Navigation – Use hyperlinks to move between linked objects in Functionize and Zephyr.

Integration Workflow

  1. Create a Manual Test in Zephyr – Define your test case in Jira/Zephyr.
  2. Create the Automated Test in Functionize – Use Architect to automate.
  3. Link Tests – Connect the automated Functionize test with its manual Zephyr counterpart.
  4. Create an Orchestration – Group and execute linked tests in Functionize.
  5. Submit Results to Zephyr – Send orchestration outcomes automatically or on demand.
  6. View Results in Zephyr – Test execution results appear in Zephyr dashboards and reports.

Initial Setup

1. Open Integration Settings

  • Navigate to Team → Integrations in Functionize.
  • Select Zephyr Squad under Test Case Management.
  • Select your deployment type: Cloud or Server/Data Center

2. Provide Credentials

  • If Cloud deployment type: 
    • Jira Project URL
    • Jira Username
    • Jira API token
    • Zephyr Username & Password
    • Timeout (secs)
  • If Server/Data Center deployment type: 
    • Proxy URL
    • Port
  • Click Test Sign In → status updates once the connection is verified.

3. Map Projects and Statuses

  • Select the Functionize and Zephyr projects to link.
  • Choose the relevant Project Environment.
  • Map Functionize test statuses (PASSED, FAILED, WARNING, INCOMPLETE) to Zephyr statuses.
  • Click Save Mapping.

Linking Test Cases

You can link Functionize and Zephyr tests either from the Project Page or Test Detail Page.

From the Project Page

  1. Open the Functionize project mapped to Zephyr.
  2. In the test list, click + Link Test (Zephyr logo).
  3. Select the matching Zephyr test case → click Link Test.
  4. Once linked, the Zephyr test name replaces the button. Use the pencil icon to edit or the X icon to delete.

From the Test Detail Page

  1. Open a test’s Detail Page.
  2. Click + Link Test (Zephyr logo above actions).
  3. Choose the Zephyr test case → click Link Test.
  4. A warning appears if that Zephyr case is already linked elsewhere.

Multiple Zephyr Instances

Functionize allows you to map the same Functionize project to multiple Zephyr instances.

  1. Go to Team → Integrations → Zephyr Squad.
  2. Configure the first instance (Zephyr_1) with credentials and mappings.
  3. Save the configuration.
  4. Click Add New to configure a second instance (Zephyr_2).
  5. Provide credentials and mappings for the additional instance.
  6. Save mappings for both instances.

Linking Tests Across Multiple Integrations

  • In the Functionize project, select the mapped environment.
  • In the test list, click + Link Test.
  • From the dropdown, choose which Zephyr integration (e.g., Zephyr_1, Zephyr_2).
  • Select the Zephyr test case → click Link Test.
  • Repeat for additional instances as needed.

Sending Results to Zephyr

1. Create an Orchestration

  • Go to Orchestrations → + Create New Orchestration.
  • On the Details tab: define orchestration name and tests.
  • On the Advanced tab: choose how results should be sent (automatic or on demand).
  • On the Integrations tab: select the Zephyr Fix Version and Test Cycle.
  • Confirm and submit.

2. Execute the Orchestration

  • Run on demand, on a schedule, or via CI/CD pipeline.
  • After execution, open Orchestration Results.

3. Submit to Zephyr

  • If set to automatic, results appear in Zephyr immediately.
  • If on demand:
    • Click Submit to Zephyr.
    • Select Fix Version and Test Cycle from the dropdown.
    • Confirm submission → toast confirmation appears to confirm that the results have been sent to Zephyr, including a hyperlink to the execution.

Zephyr Execution & Reporting

  • Functionize and Zephyr maintain two-way linking: you can view results in either tool.
  • All results from an orchestration are grouped into a single Test Execution issue in Zephyr.
  • Cross-browser and multi-dataset runs are included in one execution.
  • If any configuration of a test case fails, that test case is marked as Failed in Zephyr.
  • Tests included in a Functionize orchestration but not linked to Zephyr will appear in Functionize results but will not be included in Zephyr’s overall execution status.

Benefits of the Integration

  • Centralized QA Reporting – Consolidates automation into Zephyr’s existing dashboards.
  • Traceability – Links Functionize results directly back to Zephyr test cases.
  • Scalable Automation – Accelerates automation of manual test cases.
  • Flexible Setup – Supports multiple Zephyr instances for complex organizations.

Best Practice: Use a dedicated Zephyr Test Cycle for Functionize orchestration runs (e.g., “Regression - Sprint 25”) to keep manual and automated test executions organized.