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Jira

Sync your Jira issues as Custom Objects. You can seamlessly manage and track issues between Vitally and Jira.

About Jira

This one-way sync lets you pull all Jira Issues as Custom Objects into Vitally. Create a Table View or view them while in an Account 360 to keep up to date on any Jira Issues right within Vitally.
We will import the last 12 months of Jira Issues on the initial integration.

Jira: How to Enable

How To
How To Visual
  1. 1.
    Navigate to your Settings (⚙️) by selecting your Account Logo on the top left
  2. 2.
    Scroll down to Data Management and select Integrations (or get there via Quick Jump CMD+J)
  3. 3.
    Click on the Jira tile and toggle the switch in the upper right to get started
  4. 4.
    Enter your Jira base URL. To find this, access any Jira ticket and copy the URL up to and including "atlassian.net", e.g. "https://my-site.atlassian.net". Once you paste this into Vitally click the Set Base URL button to proceed.
  5. 5.
    Click Connect to Jira to be redirected to the Jira Marketplace
  6. 6.
    Click Get it now and then Get started to install the Vitally App in your Jira instance
  7. 7.
    Click the head back over to Vitally link to start configuring what data to sync
Now you can start adding your Jira Issues on the Vitally configuration Jira page.
External ID's are all optional but you must configure at least one External ID to link the Issues in Vitally to an Account or Organization.
  1. 1.
    Select Add a new Custom Object
  2. 2.
    Name the issues you want to track, such as "high priority bugs" for example
  3. 3.
    Specify which traits have Customer information, like Organization or Account external ID
  4. 4.
    We first try to link via Account or Organization external ID, if that is unsuccessful we try by User external ID, if that is still unsuccessful and then try user email (if present)
  5. 5.
    You'll also need to provide JQL to specify the type of issues you want to track
    1. 1.
      In Jira you will need to search for all the jira issues you want to track, copy your JQL query
    2. 2.
      Paste that JQL query in Vitally under "Please enter valid JQL."
  6. 6.
    Now you can select the traits (fields) that you want to pull into Vitally such as Issue Type, Summary, etc
  7. 7.
    Repeat steps as necessary until all your Jira Issues are configured to bring into Vitally
You may encounter situations where issues no longer match the JQL filter. In this case, they become stale in your system so we recommend you regularly review and archive these stale issues to keep your data up to date.

Jira FAQ

Q: Is this bidirectional? A: At this time it is only a one way sync, it is on our roadmap to make it bidirectional
Q: Do these roll up to the Account+Organization level? A: Yes!
Q: Can I include more than one project in one JQL filter? A: No, it's only one project per a JQL filter. If you wish to add in further projects via another JQL filter, then you would need to create a new custom object where an additional JQL filter can be applied.
Last modified 18d ago