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Installing And Configuring The Jira App

Updated on : September 16, 2022

The Jira integration helps the support team and product engineers to work together and know the up-to-date status of issues.

Simple procedure for integrating Jira with BoldDesk

  1. Create a link between an existing issue and tickets.
  2. Sync issues such as comments, status, and priority with tickets.
  3. View Jira issue details such as status priority on the ticket page.

Check out this video tutorial

 

Install and configure the Jira App

To install the Jira app, follow the given steps:

1. Click Admin menu > Marketplace.

2. Search and select the JIRA Software.

Jira Software App View
Jira Software App View

3. Click Install.

Install the Software Option
Install the Software Option

4. Enter the Jira Base URL, Username, and API Key in the appropriate fields and click Next after verifying your Jira account.

Note: The Jira account should have admin access to create and edit issues and manage Jira webhooks.

Jira Software Integration
Jira Software Integration

5. Select the actions to be executed when a BoldDesk event occurs or vice versa.

Selecting Actions to be Executed
Selecting Actions to be Executed

6. Choose Jira projects and fields from the list and map their status and priority.

Selecting Jira Project and Fields
Selecting Jira Project and Fields

7. Click Save.

Configure sync actions

You can control the syncing of data between Jira and BoldDesk by selecting actions.

Status sync

When updating the status of a ticket, you can select an action to update the status of Jira issues and vice versa.

Perform Jira Actions When Updating the Status
Perform Jira Actions When Updating the Status

Priority sync

When updating the priority of a ticket, you can select an action to update the priority of Jira issues and vice versa.

Perform Jira Actions When Updating the Priority
Perform Jira Actions When Updating the Priority

Comments sync

When you add a private note or update the status/priority of a ticket, you can select an action to add a comment to Jira issues and vice versa.

Perform Jira Actions When Adding a Private Note
Perform Jira Actions When Adding a Private Note

Configuring Jira mapping

Mapping projects

The data from the selected projects can only be linked and synchronized data with tickets.

Select Jira Projects
Select Jira Projects

Mapping fields

The chosen Jira fields can only be viewed in a ticket. A maximum of 10 fields are available.

Select Jira Fields
Select Jira Fields

Mapping status

To sync the status with tickets, map the Jira status to the BoldDesk status.

Mapping the Jira Status
Mapping the Jira Status

Mapping priority

To sync the priority with tickets, map the Jira priority to the BoldDesk priority.

Mapping the Jira Priority
Mapping the Jira Priority

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