Integrate with Jira to share tasks between Jira and seamlessly. For example, if your support users manage tickets in and pass them to developers using Jira, you can configure your system to easily send support tickets to Jira and back.
For example, consider a KB with a Jira Issues table. New issues are created, with a Pkey field left intentionally blank. When the system syncs with Jira, either manually or by rule automation, new issues are added to Jira and assigned Pkeys. The sync also sends the Pkey back to , so after the sync, the records now include a value in the Pkey field that corresponds to Jira.
Before you begin, create or identify a Jira administrator account to use with , and have the Jira address ready. |
When you enable Jira integration, five tables are automatically created in your system:
Each table correlates to the issues, issue types, priorities, projects, and statuses in Jira, respectively.
is automatically mapped to Jira using the five tables listed above: Jira Issues, Jira Issue Types, Jira Priorities, Jira Projects, and Jira Statuses. Records are matched by the ID field in each table, and sync is allowed to create and update records in both and Jira. In the Jira Issues table, sync can also delete records in both systems. IDs are generated by Jira, and no saved search filters are used.
In most cases, this configuration is appropriate for Jira integration. If you need to modify any of the default behaviors, or if you want to review the specific field mapping, click Edit Mapping next to the table you need to modify and make the appropriate changes.
You can use a time-based rule to setup an automated sync process.
To automate the sync process this way, your Jira configuration must allow actions to run the sync. To check your setting, go to Setup > Sync and open your Jira configuration. Click Next until you reach the Running tab. Confirm that the By Actions (Rules/Workflow) option is selected. |
To set up time-based sync automation:
After that, the sync process will run based on the interval set on the Schedule tab.
The sync will operate for all tables mapped in the sync configuration, regardless of which table contains the rule. If you need to sync some tables separately, you will need to create a separate configuration for each table and use them in different sync actions. You should be careful with multiple Jira syncs that you do not create conflicts with existing mappings.
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