JIRA

Google Sheets + JIRA Integration

Query from JIRA into Google Sheets

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal, etc.

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.

What is JIRA?

Jira is an issue tracking product developed by Atlassian that allows bug tracking and agile project management.

JIRA to Google Sheets: Use Case(s)

> Pull all data from JIRA entities and store it into a spreadsheet - Query

> Post data from JIRA entity and store it into a spreadsheet - Post

> Synchronize data from JIRA entity and store it into a spreadsheet - Synchronize

JIRA

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Jira?

Setting up JIRA in Sheet Director

Choose App and Service:

Select JIRA from the list of applications.
Select service as Query.

JIRA Configuration

Enter Domain URL
Enter Email
Enter Api Key
Click on connect to JIRA to connect to JIRA so that you can pull data.

Where can you find your domain?

You will create your domain on JIRA on signup
Also you can see the Domain in the url
https://{domain}.atlassian.net (the name inside {} ins your domain)

copy the domain URl as shown in below example

copy and paste the URL into the JIRA domain URL field on the Sheet Director Configuration.

How to get API Key

To get API Key follow below steps

Login to JIRA https://id.atlassian.com/login

Visit the follow link https://id.atlassian.com/manage/api-tokens to create API token

Click 'Create API token' button

From the dialog that appears, enter a memorable and concise 'Label' for your token and click 'Create. '

Use 'Copy to clipboard' and paste the token into the JIRA API Token field on the Sheet Director Configuration.

If JIRA is connected successfully the following screen appears.
Select the required entity
Select the Fields as required.
Select the maximum result that is required.

Destination Settings:

Configure the destination settings to save the executed data.

Scheduler Settings:

Switch on Run automatically to execute services automatically in background.

Notification Settings:

Configure the Notification settings to setup the email templates and add attachments.

Sample Output

Google Sheet to Jira - Post

Select Post service.

Entity
Select the entity object that you need to post to
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.

Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

Mapping
After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields

Click on execute will ask for confirmation
Click save to save the service

It will show number of records ready to post
Click post now to post the records on Zoho Projects

Sample Output

It will show the counts of number of records posted successfully and failed to post

Google Sheet to Jira - Sync

Select service as Synchronize Jira.

Select the Max results required.

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Jira.

Conflict Resolution:

When Synchronization happens, there could be a conflict of data between Google Sheets and Jira.

JiraWins
Google Sheet Wins

Jira Wins: Latest data from Jira will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Jira.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Jira Wins

Select Jira.
The latest updated data from Jira will be updated in Google Sheets.

Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Click Execute to execute the data.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Jira will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.

If the data are synced successfully the following screen appears.
Click on Close to close the configuration.

Sample Output

The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.

Google Sheet Wins

Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Jira.

Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Click Execute to execute the data.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Jira will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.

If the data are synced successfully the following screen appears.
Click on Close to close the configuration.

Sample Output

The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.

JIRA

Google Sheets + JIRA Integration

What is Sheet Director?

What is JIRA?

JIRA to Google Sheets: Use Case(s)

> Pull all data from JIRA entities and store it into a spreadsheet - Query

> Post data from JIRA entity and store it into a spreadsheet - Post

> Synchronize data from JIRA entity and store it into a spreadsheet - Synchronize

JIRA

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Jira?

Table Of Contents

Setting up JIRA in Sheet Director

Where can you find your domain?

How to get API Key

To get API Key follow below steps

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Jira - Post

Sample Output

Google Sheet to Jira - Sync

Synchronize settings:

Jira Wins

Sample Output

Google Sheet Wins

Sample Output

Sheet Director

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