Zephyr Scale Migration
Learn how to migrate from Zephyr Scale in Jira Server/DC (previously named Zephyr Scale) to Testiny. Migrate test cases including attachments, custom fields, text formatting, and linked JIRA requirements via API. Discover best practices for a smooth transition from Zephyr to modern test management.
Migrating from Zephyr Scale: What to consider
Understanding Zephyr Scale versions.
Zephyr Scale comes in different versions for Jira Cloud and Jira Server/DC. This migration guide focuses on migrating from Zephyr Scale in Jira Server/DC (previously known as Zephyr Scale Server). If you're using Zephyr Essential from Jira Cloud, please contact our support team at [email protected] for specialized migration assistance.
Choosing the right migration approach.
When migrating from Zephyr Scale, the migration method significantly impacts data completeness and migration effort. API-based migration preserves all data including attachments, custom fields, text formatting, and JIRA references, while manual export/import methods often result in data loss and require significant manual work to reconstruct test cases.
Data completeness and integrity.
Evaluate what data needs to be migrated from Zephyr Scale. Consider test cases, test steps, attachments, custom field values, text formatting, linked JIRA requirements, test execution history, and user assignments. Testiny's API-based migration ensures comprehensive data transfer, preserving all critical information and maintaining data integrity throughout the migration process.
Network accessibility requirements.
For API-based migration, your Jira DC/Zephyr instance must be publicly reachable so that Testiny can send API requests and migrate the data. If your instance is behind a firewall, you'll need to configure appropriate access or contact our support team for alternative migration options.
Migrating from Zephyr Scale to Testiny?
- Migrate via Zephyr API.
- Testiny's importer leverages the Zephyr API, allowing for a comprehensive migration from Jira Server/DC. No need to export data manually, simply provide your API credentials and start the migration.
- Migrate attachments, custom fields, text formatting and JIRA requirements.
- Testiny transfers all attachments, text formatting and custom field values. If you have linked JIRA requirements, these will also be migrated to Testiny with proper field mapping.
- Automatic field mapping and preview.
- Testiny automatically detects available Zephyr settings and displays field mapping. Preview test cases before import and adjust field mapping as needed for a seamless transition.
How Zephyr Scale migration works
Testiny provides a streamlined API-based migration process that transfers your test cases from Zephyr Scale to Testiny with minimal manual effort. The migration process is designed to be straightforward and efficient:
- Navigate to your Testiny project – Go to the test cases section in your Testiny project and click the 'Import' button to start the migration process.
- Select Zephyr API option – Choose the "Zephyr API" import option from the available migration methods. This ensures a comprehensive migration with all data preserved.
- Enter API credentials – Provide your Jira DC/Zephyr instance URL and an API key to access Zephyr. Click "Connect" to establish the connection between Testiny and your Zephyr instance.
- Select Zephyr project – Choose which Zephyr project you want to migrate test cases from. You can migrate one project at a time for better control and organization.
- Configure JIRA integration (optional) – If you've been using JIRA to track requirements and want to migrate linked requirements, configure a JIRA integration in Testiny. This ensures requirement links are preserved during migration.
- Set migration limit (optional) – For trial migrations or testing purposes, you can set a limit to retrieve only a small number of test cases. This helps you validate the migration process before migrating all data.
- Review automatic field mapping – Testiny automatically detects available Zephyr settings and displays the corresponding field mapping. Review the mapping and make manual adjustments if needed to ensure fields align correctly.
- Preview test cases – Before finalizing the import, preview the test cases that will be migrated. Verify that data looks correct and field mappings are appropriate. You can adjust field mapping at any time.
- Import test cases – Once you're satisfied with the preview and field mapping, click "Import" to finalize the migration. Testiny will transfer all test cases with their attachments, custom fields, and formatting.
- Review migration summary – After import completion, a summary dialog displays detailed statistics and any error messages. You can copy the data to clipboard or download an HTML report for your records.
For detailed step-by-step instructions with screenshots and troubleshooting tips, refer to our comprehensive Zephyr migration documentation.
Important: Your Jira DC/Zephyr instance must be publicly reachable for API-based migration. If your instance is behind a firewall or not publicly accessible, please contact our support team at [email protected] for alternative migration options.
What data is migrated from Zephyr Scale?
Testiny's API-based migration from Zephyr Scale ensures comprehensive data transfer, preserving all critical information:
- Test cases and test steps – All test cases including their test steps, expected results, and test data are migrated with complete fidelity.
- Attachments and images – Files, images, and documents attached to test cases are transferred and remain accessible in Testiny.
- Custom field values – Custom fields defined in Zephyr are mapped to corresponding fields in Testiny, preserving all custom data and metadata.
- Text formatting – Rich text formatting including bold, italic, lists, and other formatting is preserved during migration.
- Linked JIRA requirements – If you've linked test cases to JIRA issues or requirements, these relationships are preserved when you configure JIRA integration in Testiny.
- Test case organization – Folder structures and test case hierarchies are maintained, ensuring your organizational structure remains intact.
- Test case metadata – Priority, status, labels, and other metadata fields are mapped appropriately to preserve test case context.
This comprehensive migration approach ensures that your team can continue working seamlessly in Testiny without losing valuable historical data or having to manually reconstruct test cases.
Best practices for Zephyr Scale migration
Start with a trial migration.
Before migrating all your data, perform a trial migration with a limited number of test cases. Use the migration limit feature to import a small subset of test cases, verify that data is transferred correctly, and validate field mappings. This trial run helps identify potential issues early and ensures confidence in the full migration process.
Clean up data before migration.
Take the opportunity to clean up your Zephyr Scale data before migrating. Archive or delete obsolete test cases, remove unnecessary attachments, and update outdated information. This cleanup reduces migration time, improves data quality in Testiny, and makes the transition more efficient.
Review and adjust field mappings.
While Testiny automatically detects and maps fields from Zephyr Scale, review the automatic mapping to ensure it aligns with your needs. Adjust field mappings as necessary to match your team's workflow and terminology in Testiny. Proper field mapping ensures data is organized correctly from the start.
Configure JIRA integration early.
If you use JIRA for requirement tracking and want to preserve requirement links, configure the JIRA integration in Testiny before starting the migration. This ensures that all requirement links are migrated correctly and remain functional in Testiny.
Plan for team training.
Schedule training sessions for your team to familiarize them with Testiny's interface and features. While Testiny is designed to be intuitive, proper training ensures a smooth transition and helps team members take full advantage of Testiny's capabilities.
Maintain parallel systems temporarily.
Consider running Zephyr Scale and Testiny in parallel for a short period to ensure all team members are comfortable with the new system and that no critical data or workflows are missing. This approach provides a safety net during the transition period.
Update documentation and links.
After migration, update internal documentation, wikis, and links that reference Zephyr Scale. Ensure all team members know where to find test cases in Testiny and update any automated processes or integrations that interact with your test management system.
Why migrate from Zephyr Scale to Testiny?
Teams choose to migrate from Zephyr Scale to Testiny for various reasons, including improved user experience, better performance, more flexible pricing, and modern features:
- Modern, intuitive interface – Testiny provides a clean, fast, and intuitive user interface that makes test management efficient and enjoyable. Teams can navigate quickly, find information easily, and focus on testing rather than fighting with the tool.
- Unified platform for all testing – Manage manual test cases, exploratory testing sessions, and automated test results in one unified platform. This comprehensive approach provides complete visibility into all testing activities.
- Flexible and transparent pricing – Testiny offers straightforward, user-based pricing without hidden costs or complex licensing models. Teams pay only for what they need, making it cost-effective for organizations of all sizes.
- Excellent performance – Testiny is built with modern web technologies that deliver fast load times, responsive interactions, and smooth performance even with large test suites.
- Comprehensive integrations – Integrate seamlessly with JIRA, GitHub, GitLab, and other popular development tools. Testiny's API and webhook support enable custom integrations for specialized workflows.
- Powerful automation support – Import test results from any automation framework including Playwright, Cypress, JUnit, and more. Track automated test results alongside manual testing for complete test coverage visibility.
- Responsive support – Testiny provides responsive customer support with migration assistance, onboarding help, and ongoing technical support to ensure your team's success.
- Regular updates and improvements – Testiny is actively developed with regular feature updates, performance improvements, and new capabilities based on customer feedback.
Need help with migration? Our support team is available to assist with your Zephyr Scale migration. Contact us at [email protected] or visit our community forum for migration support and guidance.
Frequently asked questions about Zephyr Scale migration
How long does the Zephyr Scale migration take?
Migration time depends on the number of test cases and amount of data being transferred. Small projects with a few hundred test cases typically migrate in minutes, while larger projects with thousands of test cases and many attachments may take longer. The API-based migration is automated, so you can start the process and let it run without manual intervention. Trial migrations with limited test cases help estimate the time needed for full migration.
Can I migrate from Zephyr Essential (Jira Cloud)?
This migration guide focuses on Zephyr Scale for Jira Server/DC. If you're using Zephyr Essential from Jira Cloud, please contact our support team at [email protected]. Our team can provide specialized migration assistance for Jira Cloud environments and help you transition smoothly to Testiny.
What happens to test execution history?
The current migration process focuses on test cases, attachments, custom fields, and JIRA requirement links. Test execution history from Zephyr Scale is not automatically migrated. However, you can export historical test results from Zephyr Scale for archival purposes and start fresh test execution tracking in Testiny. Contact our support team if you need assistance with historical data migration.
Do I need to export data manually from Zephyr Scale?
No! Testiny's API-based migration connects directly to your Zephyr Scale instance and retrieves data automatically. You don't need to manually export CSV files, XML files, or use other export methods. Simply provide your API credentials and Testiny handles the data transfer automatically, preserving all attachments, formatting, and custom fields.
Can I migrate multiple Zephyr projects?
Yes, you can migrate multiple Zephyr projects to Testiny. The migration process handles one project at a time, allowing you to organize and validate each migration separately. You can map different Zephyr projects to different Testiny projects or consolidate multiple Zephyr projects into a single Testiny project based on your organizational needs.
What if my Jira DC/Zephyr instance is not publicly accessible?
The API-based migration requires your Jira DC/Zephyr instance to be publicly reachable. If your instance is behind a firewall or not publicly accessible, contact our support team at [email protected]. We can discuss alternative migration options such as temporary firewall rules, VPN access, or manual data transfer methods.
Will my team need training to use Testiny?
Testiny is designed to be intuitive and easy to use, but we recommend scheduling training sessions to help your team familiarize themselves with the interface and features. We provide onboarding support, documentation, and training resources to ensure a smooth transition. Most teams become productive with Testiny within a few days of migration.
Can I preview test cases before finalizing the migration?
Yes! Testiny's migration process includes a preview step where you can review test cases before finalizing the import. This preview shows how test cases will appear in Testiny, allowing you to verify field mappings and data accuracy. You can adjust field mappings and re-preview as many times as needed before clicking the final "Import" button.
What if I encounter errors during migration?
If errors occur during migration, Testiny displays detailed error messages in the migration summary dialog. Common issues include API connectivity problems, authentication errors, or data format incompatibilities. The migration summary provides specific information about what failed and why. You can copy error details and contact our support team at [email protected] for assistance resolving migration issues.
Conclusion
Migrating from Zephyr Scale to Testiny is straightforward with our API-based migration process. By leveraging the Zephyr API, Testiny ensures comprehensive data transfer including test cases, attachments, custom fields, text formatting, and linked JIRA requirements. The automated migration process minimizes manual effort and preserves data integrity throughout the transition.
Whether you're migrating due to licensing changes, seeking better performance, or looking for a more modern test management platform, Testiny provides the tools and support needed for a successful migration. Our team is available to assist with migration planning, execution, and post-migration support to ensure your team's testing workflows continue smoothly.
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Comprehensive Zephyr Scale Migration Solutions
Advanced Feature Set
Testiny delivers a comprehensive suite of advanced features designed to meet the evolving needs of modern development teams. Our platform combines intuitive user experience with powerful functionality, enabling teams to achieve higher productivity and better quality outcomes.
From automated test execution to intelligent reporting, every feature is crafted to reduce manual overhead while providing deep insights into your testing processes. The platform scales seamlessly from individual projects to enterprise-wide implementations.
Seamless Integration Ecosystem
Connect Testiny with your existing development tools through our extensive integration ecosystem. Support for popular platforms like Jira, GitLab, GitHub, Linear, and Azure DevOps ensures that your testing workflows integrate naturally with your development processes.
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Security and compliance are built into every aspect of Testiny's architecture. Enterprise-grade security measures, including data encryption, secure authentication, and comprehensive audit trails, ensure that your testing data remains protected and compliant with industry standards.
Role-based access control and detailed permission management provide the governance capabilities needed for enterprise environments while maintaining the flexibility required for agile development practices.
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Testiny is continuously evolving to meet the changing needs of software development teams. Regular updates, new feature releases, and platform improvements ensure that you always have access to the latest testing capabilities and industry best practices.
Our dedicated support team provides expert assistance, comprehensive documentation, and training resources to help teams maximize their testing effectiveness and achieve their quality goals efficiently.
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