Zephyr > Jira > Confluence export?

[Christy Lee]

Is it possible to get a single Excel export of test cases that are in test cycles in Zephyr with the linked user stories that are in Jira and also linked to requirements in Confluence? So, essentially:

Zephyr test cases in test cycles + their linked Jira user stories + the Confluence requirements = traceability between requirements, stories, and test cases

[Aron Gombas _Midori_]

This is a very specific export use case, which integrates data from at least 3 sources. I don't think there would be any out of the box solution for this.

If that's the case, I suggest you try to create a custom Excel export template for the Better Excel Exporter app.

It could be a good approach because:

1. The app can export Jira work items (user stories here).
2. The app can export Zephyr test data (from Zephyr, Zephr Squad and Zephry Essential).
3. The app can execute Groovy scripts. You can write a script to access your Confluence Cloud site and pull information from there. I think Claude or another AI could be very helpful for this.

Here is a sample file with test cycles:

I think you could use one of the default Excel templates as a starting point for your customizations.

(Discl. this paid and supported app is developed by our team. Free for 10 users!)

[Christos Markoulatos -Relational-]

Hi @Christy Lee 

To my knowledge there is no single out-of-the-box button to export a fully combined traceability report spanning Zephyr test cases (within test cycles), their linked Jira user stories, and Confluence requirements all in one Excel file. The three tools each hold a piece of the puzzle, and bridging all three in a single export requires a bit of a workaround.

The closest native option is Zephyr's Traceability Matrix, which is worth trying first. You can filter the matrix by Requirement Type (to select Stories), Versions, and Cycles, and filter down to exactly the scope you need. From there you can generate a traceability report covering Requirements, Tests, and Test Executions, and export it as an HTML file or Excel file. The catch, as others in the community have noted, is that Zephyr's built-in report tends to show only two levels of hierarchy at a time, such as Story to Test Case, rather than a full three-tier chain that also pulls in Confluence requirements. Confluence pages are not Jira issue types, so Zephyr's matrix has no native way to reference them as a column in the export.

For the full traceability picture you are describing, the most practical paths are either to use the Zephyr Scale API to pull test case and cycle data programmatically and join it with a Jira issue export (which can include any Confluence page links stored as issue fields), or to look at a Marketplace app built for this purpose. Apps like Xporter for Jira give you the flexibility to define a templated export that can pull linked issue data across levels, though someone on your team needs to learn the template scripting language to set it up. Another angle worth exploring is Requirement Yogi for Jira, which has an integration with Zephyr Scale that lets you surface Zephyr test case data in a traceability matrix alongside Jira issues and requirements, as long as test cases are properly linked to Jira issues.

If none of the above fits your situation, it would be worth raising a support ticket with Smartbear (the team behind Zephyr Scale) to ask whether a combined cross-tool export is on their roadmap, as this is a fairly common compliance and audit need.

Hope this helps!

Helpful links:

• https://zephyrdocs.atlassian.net/wiki/spaces/ZFJCLOUD/pages/1433796610/New+Traceability+Matrix
• https://zephyrdocs.atlassian.net/wiki/spaces/ZFJCLOUD/pages/27230214/Traceability
• https://docs.requirementyogi.com/cloud/zephyr-scale-for-jira
• https://radbee.com/the-ultimate-guide-to-creating-and-exporting-traceability-matrices-in-jira/
• https://support.smartbear.com/zephyr-scale-cloud/