Configuration in SimplifyQA Admin

Once the required setup is completed in manage accounts, follow below steps to configure entire integration for field-to-field mapping and to seamlessly connect your project management data.

Setting Up Integration for Field-to-Field mapping

• Access the Integration Settings:

  • Log in to SimplifyQA and navigate to admin portal

  • Navigate to the Integrations > Jira.

• Enter Jira Domain Name and Default Email:

  • Jira Domain Name: Enter the domain name of your Jira instance (e.g., yourcompany.atlassian.net).

• Enter Jira and SimplifyQA Default Email:

  • Enter the default email address to be used for Jira interactions.

  • This is a fallback email address used when a user creating an issue in SimplifyQA does not exist in Jira

  • If an issue is created by a user who does not have a SimplifyQA account, issue would be assigned to the default email user in SimplifyQA and vice versa.

• Provide API Tokens:

  • Jira Auth Token: Generate an API token from your Jira account with the necessary permissions.

  • SimplifyQA Auth Token: Generate an API token for your project management tool.

Use the token which is generated from Jira from the section Steps to Generate Jira token and paste it in the Jira Auth token field

Use the token which are generated from SimplifyQA tool from the section Steps to create SimplifyQA token and paste it in SimplifyQA Auth token field

Additional Information:

• The Auth Token is used to authenticate requests and fetch user details, issue types, and other related metadata from Jira to SimplifyQA and vice versa.

• The Auth Token is mandatory for fetching data from Jira and syncing it into SimplifyQA, including issues, updates, and status changes and vice versa.

• Test the Connection:

  • Click the Test button to verify the connection and configuration.

  • If the configuration is successful, a project configuration appear for mapping the selected Jira and SimplifyQA projects.

• Select Projects for Mapping:

  • Select the specific projects for data flow between Jira and SimplifyQA.

• Proceed to the Issue Mapping Interface:

  • After selecting the projects, click the '+Issues' button.

• Access Issue Type and Module Mapping:

  • Click on the Map Issue Type row to expand the section.

  • Select 'Issue Types (from Jira)' and 'SimplifyQA Modules (from SimplifyQA)'

• Configure Data Flow:

  • Enable data synchronisation for meta data, attachments, comments and link issues in both directions as required.

    • SimplifyQA to Jira: Enable to allow data from SimplifyQA to flow into Jira.

    • Jira to SimplifyQA: Enable to allow data from Jira to flow into SimplifyQA.

• Field Mapping:

  • When configuring field mappings, ensure that the fields are correctly mapped and, if needed, set default values to prevent synchronisation errors.

  • Use the field mapping table to connect Jira fields with SimplifyQA fields. The table is structured as follows:

    • Jira Fields: Represents fields in Jira.

    • SimplifyQA Fields: Represents corresponding fields in SimplifyQA.

    • Type: Indicates the field type (e.g., Text, User, List, Number, etc.).

    • Custom: Identifies custom fields (checkbox).If the field is custom field, automatically the check box will enable by default.

    • Default To: Allows setting a default value for a field.

    • Delete: When click on delete the mapping field row level values

    • Default Value: Defines the default field value for synchronisation.

      • The default value is used to set a pre-defined value for a field during synchronization between Jira and SimplifyQA when no specific value is provided.

      • When a field is enabled with a default value, the system assigns this value to the corresponding field during issue creation or update, if no value is provided in Jira.

        • Consider the field State in the configuration:

          • Default Value: Enabled.

          • Default Value Set: In-progress.

          If a user creates an issue of type Story in Jira, it will be synchronised and created in the User Story module in SimplifyQA.

        • The State field in SimplifyQA will automatically be set to In-progress (the default value) unless a specific value is not provided during issue creation in jira for the state field.

• Adding New Fields: Click on the '+ Fields' button located in the field mapping section.

• Save the Configuration: Once you have completed the following:

  • Mapped Jira projects with SQA projects.

  • Mapped Jira issue types with SQA modules.

  • Configured field mappings between Jira and SQA.

  Click on the Save button at the bottom of the screen to finalise the setup.

System will now synchronise the mapped fields, issue types, attachments, comments, and links between the selected Jira and SimplifyQA projects based on the defined mappings.

• Verify the configuration: Now to verify the configuration and mappings, create an issue in Jira and verify the issue being reflected in SimplifyQA. Once the integration is complete, a new field called 'Jira ID' would be available in forms and table as a quick link to corresponding Jira issue.

  Verify the same by creating a record in SimplifyQA and issue being reflected in Jira.