Log into your Smartsheet account. If you're looking to set up the Connector with a Self-Hosted Jira server and have a firewall, please view our Jira Connector Firewall Requirements article, which explains server and firewall requirements that will need to be in place prior to configuring a connection. (, Click the menu icon in the upper-left corner of the page and select. Improve Project Transparency with Smartsheet for Jira; What Is Jira? Smartsheet is a work management and automation platform that enables enterprises and teams to work more effectively. Or check out the rest of our guided workflows. Synchronize your Jira Data to Smartsheet to make bulk changes to manage projects and processes. After this time, they will become automatically disabled. A dashboard shows apps and gadgets that provide different types of information to aid you and your team members as you organize and track a project’s development. A proprietary platform from the Australian company Atlassian, Jira was released in 2002. Jira Administrator Configures and administers Jira Software, Jira Core and/or Jira Service Desk, and related products such as apps Manages global settings including users and groups, roles, global permissions, and schemes Template creation/updates JIRA: Smartsheet; Project Management Zone blog posts: Trello is the Project Management System of the Year for the third year in a row 3 January 2019, Matthias Gelbmann. Smartsheet retrieves certain kinds of metadata, such as the list of all fields in the Jira project that was selected at the time the workflow was created. Once an administrator establishes a connection between Smartsheet and Jira (Cloud or Self-Hosted Server), anyone with the correct permissions will be able to track workflows, monitor progress, and make updates between the two services. Smartsheet leverages a technology known as webhooks, which allows the Connector to receive notifications from Jira about Issues being created or updated in Jira, and allows for implementing automatic workflows. There are three types of users that can interact with the Smartsheet for Jira Connector: The following table outlines the level of interaction with the Smartsheet for Jira Connector depending on user type. *Smartsheet System Admins and Connector Admins can create and edit their own workflows if the restrict access list feature is disabled. Because of this, System Admins and Connector Admins may want to limit access to only those people in the organization with a strong working knowledge of both the Smartsheet and Jira applications. Details on this are available in the Managing Users in a Multi-User Planhelp article. As a result, the Connector will be able to read, write, update, and delete data in accordance with the permissions granted to that person in both applications. IMPORTANT: If you're looking to set up the Connector with a Self-Hosted Jira server and have a firewall, please view our Jira Connector Firewall Requirements article, which explains server and firewall requirements that will need to be in place prior to configuring a connection. To obtain these, follow the steps below in Set up a connection between Jira and Smartsheet. I'm using the JIRA-SmartSheet connector to export data from JIRA into Smartsheet. Smartsheet Administration. Jira Software has different types of permissions that cover a range of functionalities. JIRA support has been incredibly helpful with any issues that have come up, from technical glitches (few and far between) and increasing user knowledge of the capability of JIRA. NOTE: All retrieval of metadata and data will be done using the Jira user's OAuth credentials - not the System Administrator’s credentials. Activities including but not limited to: Jira Administration. Once an administrator establishes a connection between Smartsheet and Jira (Cloud or Self-Hosted Server), anyone with the correct permissions will be able to track workflows, monitor progress, and make updates between the two services. Jira Cloud, or Jira Version 7.2 or higher for Self-Hosted Jira Servers. However, I just noticed something that seems a bit odd. Link issues within Jira to existing or new sheets in Smartsheet to automatically synchronize the data in both directions. Get the most out of this learning track by starting at the beginning. Other metadata includes, but isn’t limited to, a list of available users in the specified Jira Project, as this gives the ability to assign an Issue in Jira from within the Smartsheet application. Check out the Smartsheet for Jira Connector article for more information. Hello, we just hooked up the JIRA connector yesterday and I have attained about 90% success with pulling Jira tickets, by epic, into a Smartsheets project plan. The capabilities of JIRA are endless and can be adapted to fit nearly any organizations individual needs. You’ll create workflows that enable the Smartsheet for Jira Connector to control the automatic synchronization of data between the two systems. Jira's permission model (see the Jira support article on webhooks) dictates that the application (in this case, Smartsheet) must have Jira System Administrator credentials in order to create or configure a webhook with the Jira REST API. Repeat the above instructions for each additional Jira instance you want to register. To generate an AppLink in the Jira application: You’ll receive a message stating that the Application Link was created successfully. (If your Jira version is not able to support the Sprint fields, then the Sprint fields will not appear in the Connector. The Consumer Key and Public Key provided by Smartsheet for Jira. If your Jira server is protected by a firewall, your organization’s IT Administrator may need to modify the firewall configuration to enable Smartsheet to connect to your Jira server's … The supplied Application URL has redirected once. JIRA overtakes Primavera as the most popular issue management tool 1 June 2017, Matthias Gelbmann. Trello is the Project Management System of the Year 4 January 2017, Matthias Gelbmann. It is recommended to use a generic service account in both Smartsheet and Jira (example: smartsheet-jira@yourdomain.com) to set up the connection to Jira. Now that you've set up the Smartsheet for Jira Connector, review our article on Creating and Editing Workflows for details on the synchronization process between the two systems. Build a Smartsheet for JIRA workflow; Map fields from JIRA to columns in Smartsheet; Filter JIRA records or Smartsheet rows from syncing through the Connector; Group rows in Smartsheet based on sheet criteria; Curriculum. You’ll find information about how to get it on the Smartsheet for Jira page on our website. Here are the steps for a Smartsheet System Admin to restrict access to the Connector: NOTE: After enabling the restrict users setting, you’ll now be able to grant users access to the Jira Connector within the User Management form in Smartsheet. Use the Smartsheet for Jira Connector to create workflows to sync information between Smartsheet and one or more Jira instances. Accept or modify the default name, select your version of Jira, and click Continue. Save time with Zapier; it's free to try. Provide visibility into IT and software development projects Ensure records are up to date with automatic synchronization across both tools Improve collaboration on large-scale, cross-functional initiatives Don’t have Smartsheet for Jira? Do much more by connecting Jira and Smartsheet. For more information on managing users from the Smartsheet application, please refer to the Managing Users article. All Rights Reserved Smartsheet Inc. Installing Smartsheet for Jira Once the integration has been purchased, a Smartsheet for Jira Admin (an account type unique to the integration) or someone that is both a Smartsheet SysAdmin and a Jira Admin must install it using their respective Jira instance: TIP: Connector users will be able to modify Smartsheet and Jira data through Connector workflows they’ve created. I'm having the same issue. This ensures that the permissions already configured in Jira for a user are enforced as they select Jira Projects and fields, and attempt to retrieve or edit Jira data from Smartsheet. (To obtain these, follow the steps above in Set up a connection between Jira and Smartsheet.). I want to use Smartsheet with my Jira cloud instance and it just states that I need to contact my sales rep. 0. setting for the Contact field at the bottom. Improve Project Transparency With Jira and Smartsheet; What Is a Jira Dashboard? For information about pricing and purchasing, please contact our Sales team. Hi Kimberlee, I've checked in with Support and it sounds like since you have posted this, they have been in touch and you are working out this issue with them directly. You can choose, whether to sync the status in a single direction [from JIRA to Smartsheet (or) Smartsheet to JIRA] or bi-directional. If the Admin credentials are removed on the Jira side, the application link will need to be rebuilt because the token will change. Get started with workflows like: Add new JIRA issues to Smartsheet as new rows. You’ll need to have the Public and Consumer keys from the Smartsheet for Jira Connector handy to complete these steps. This ensures that someone’s Jira permissions are enforced as they select projects and fields, as well as attempt to retrieve or edit Jira data from Smartsheet. Setup your Smartsheet for JIRA Connector Connector Setup . Add new JIRA … This role can be remote, as long as you are able to align with their core working hours. The Jira System Administrator’s credentials are only used to create and configure the webhooks. A Smartsheet System Admin must enable a setting to restrict access to the Connector, such that only certain users may create and edit their own workflows. The Smartsheet Enterprise Plan is ideal for organizations requiring the ability to secure data and centralize administration of the plan, maximize user onboarding with self-guided training, and accelerate Smartsheet effectiveness with access to add-ons, support, and services. For detailed instructions on setting up the Connector, see these articles in the Smartsheet Help Center: You’ll create workflows in the Smartsheet for Jira Connector to control the automatic synchronization of data between the two systems. For information about pricing and purchasing, please contact our Sales team. Project Management Group meetings. For overall product quality, Smartsheet attained 9.4 points, while Jira received 9.3 points. JIRA has functionality available where users can prevent services that access their JIRA content (such as the Smartsheet JIRA connector) from viewing their email address. A Jira dashboard is the main display you see when you open Jira. To enable a connection between Jira and Smartsheet, you’ll establish and configure an Application Link (also referred to as an AppLink in Jira documentation) between the two systems. Additional documentation provided by Atlassian, related to connections, diagnostics, troubleshooting and security with Application Links. FAQ: What Jira data does Smartsheet access with the Jira Connector? Jira Connector Admin —A unique user type to the Connector. To register a Jira instance with the Connector: In the form that appears, type the URL of the Jira host that you want to use. Stay on top of your task list by automatically creating, updating and organizing them in Jira. Follow the steps in the next section to configure the Application Link. For information on browser compatibility, see System Requirements and Guidelines for Using Smartsheet. Interact with a Workflow in Jira. NOTE: If the System Admin is removed from Smartsheet, an error will be returned stating:  “Missing user credentials for this endpoint.” When the same user recovers their Smartsheet Sys Admin permission, the connection will be restored and all workflows will begin syncing as expected. Support for Sprint fields. This gives you the flexibility to restrict parts of the application to certain users or groups of users. Admin Control Delegate and permission users to create and view workflows with ease. To register an instance of Jira for use in Smartsheet, you must have administrator-level permissions for both Smartsheet and the Jira instances to which you want to create a connection. Once an administrator establishes a connection between Smartsheet and Jira (Cloud or Self-Hosted Server), anyone with the correct permissions will be able to track workflows, monitor progress, and make updates between the two services. With this connector, you can sync issues between JIRA and Smartsheet. When Smartsheet reads or edits any data in Jira during workflow execution, even if triggered from a  webhook notification, this is always done using the credentials of the person who created the workflow. I'm looking for a Smartsheet Admin for my home improvement retail client in Northwest Atlanta. You can register multiple instances of Jira with the Connector simultaneously. About the Smartsheet for JIRA Connector . This article provides server and firewall requirements that will need to be in place, prior to configuring a self-hosted server on the Smart... You can use Smartsheet for Jira to track and manage Jira issues in Smartsheet.... Smartsheet for Jira Connector: Admin Setup (Cloud and Self-Hosted), Jira Connector Firewall FAQ (Self-Hosted Server), Smartsheet for Jira: Creating and Editing Synchronization Workflows, Unify Your Teams With The Smartsheet For Jira Connector, Smartsheet for Jira: Important Jira Cloud Privacy Changes, Using AppLinks to link to other applications. You must also have one of the following roles: FAQ: Why does a Jira Administrator need to log in configure the Smartsheet for Jira Connector? Note that Sprint fields are not supported in versions prior to 6.7.7. Create your first Smartsheet for JIRA Workflow Create a Workflow . See Smartsheet for Jira: Important Jira Cloud Privacy Changes for more information. System Admins can also enable a setting to restrict access to the Connector. Whatever your Jira needs, the Smartsheet for Jira Connector helps provide visibility into work being tracked in Jira. Hope this helped you.. Robert Don’t have Smartsheet for Jira? You'll also need an account in Jira that gives you access to the project you're connecting to. Follow the steps in the next section Configure the Jira host for Use with Smartsheet to complete the setup. All "credentials" are retrieved from  the standardized OAuth protocol, and Smartsheet will never have access to any Jira usernames or passwords. Before you can do this, you’ll need to purchase and configure the Connector. Use Smartsheet for Jira to track and manage Jira issues in Smartsheet. Smartsheet System Admins and Connector Admins can also remove Connector Users by clicking the delete icon   to the right of that person’s account information. For more information about its features and benefits, see Unify Your Teams With The Smartsheet For Jira Connector. In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Jira Software Server and Smartsheet. Use Smartsheet for Jira to track and manage Jira issues in Smartsheet. Smartsheet only retrieves data specified by a workflow that someone creates. in Smartsheet. All Rights Reserved Smartsheet Inc. You can use Smartsheet for Jira to track and manage Jira issues in Smartsheet.... Use the Smartsheet for Jira Connector to create workflows to sync information between Smartsheet and one or more Jira instances.... Keep synched Jira issues organized and sorted to maintain consistency and readability in your sheet.... Smartsheet for Jira: Creating and Editing Synchronization Workflows, Smartsheet for Jira Connector: Admin Setup (Cloud and Self-Hosted), Keep Related Jira Issues Together with Smartsheet Hierarchy, System Requirements and Guidelines for Using Smartsheet, Configuring and Troubleshooting the Firewall (Self-Hosted Server Only). I use this frequently with a lot of success. Smartsheet System Admins and Connector Admins can control who has access to the Connector. Each time a Licensed Smartsheet user creates a workflow in the Smartsheet for Jira Connector, they are required to log in with their own Jira account using the OAuth protocol. A workflow creator specifies what data to sync by mapping associated fields from Jira Projects to sheets and columns in Smartsheet, and by choosing specific fields to filter on. If the restrict access list is enabled, they must have the Connector User role. The path (URL) to the Jira host that you plan to use. Don’t have Smartsheet for Jira? As a Jira or project admin, consider reviewing the workflows and other aspects of the Jira setup with project owners regularly to ensure that all configurations serve users well. Learn more: Jira system administration (Jira Admin documentation) Permissions overview. Information regarding their unique elements, tools, supported platforms, customer support, plus more are provided below to provide you with a more precise assessment. 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