How to add integration with Jira

Step 1

To add an integration, go to the board where you want to create the integration and click the “Integrate” button, located in the upper right corner of your screen, as in the image below:

When the Integration Center opens, you’ll see all the amazing apps we offer for integration. Select “Jira Server + Data Center”:

Step 2

After you click on the Jira Server + Data Center integration banner, you will find three recipes that the integration offers:

• When an item is created or updated, create an issue in this project of this type with this board , and sync all future changes from this board
• At any time period , update this item with a summary of the changes to this project.
• When an issue is created in this project, create an item and sync future changes from Jira

Select the automation you want to create.

Step 3

After clicking on one of the recipes, you will be asked to log in with your Jira account.

Note: Please note that you must be a JIRA administrator with global permissions on the account for this integration to work.

Here are the steps to get your credentials.

• Username: Log in to your Jira–> For your profile–> And copy your username.

• Password: Enter the password for your Jira account.
• Base address: Log in to your Jira–> Management–> system–> And copy the address under Base address.

Congratulations! You’re logged into your Jira account. Let’s make things better!

Note : To set up the integration you will need to unblock the IP addresses listed here from your firewall. You will also need to unblock your domain at monday.com. For example: youraccount.monday.com

Step 4

Once your account is connected, you can customize your recipe any way you want with the appropriate fields:

You can also set a reminder if you want to update your team members with a summary of an issue in your projects in Jira:

Is my data encrypted?

While you are using HTTPS (SSL) with a trusted certificate, your data will be encrypted during transmission.

Supported fields for mapping

• The following fields are supported for the integration mapping from JIRA to monday.com : Issue Key, Issue Type, Project, String, Priority, User, Status, Radio Button, Solution, Number, Views, Time, Date, Progress, Story Points, and Votes.
  • If you use “epic link (name)”, note that this is supported for all issue types except “epic” and “issue (any)”. To get “epic name” for “epic” issue types, select “summary”.
• All custom fields in JIRA can be mapped to a status column in monday.com, as long as the custom field type is one of the supported ones (see above).
• The following fields are supported for the monday.com to JIRA integration mapping (the opposite of the above): string, priority, radio button, number, date and time.

Note: Currently, team-managed projects (formerly called “Next Generation Projects”) are not supported.

Import the assigned

Contact permissions

If you want to import a person into the “Assignee” column on monday.com, you need to change the contact sentiment in Jira to “Anyone” for each person. To change contact permissions, log in to your Jira account, click on your avatar, and select “Account Settings”:

Then, select “Profile and visibility”:

Scroll down to “Contact” and next to your email address, select “Anyone”:

Filling in the “Assigned” column

To properly populate the “Assignee” column, the individual’s email address on monday.com must be the same as the individual’s email address on Jira.

If the email address is not public in Jira, then the Jira display name will be used instead of the email address to find a match on monday.com for the “assigned”. For this to work, the display name on monday.com needs to be the same as the display name in Jira.

If there are two users with the same display name on monday.com and Jira, the “Assigned” column will be populated with both people.

Create two-way synchronization

Two-way sync occurs when information is pushed from monday.com to Jira and also pulled from Jira to monday.com. This ensures that your data is consistent across both platforms and stays up to date.

To create two-way sync, you will need to set up two recipes. The first is “When an issue is created in this project, create an item and sync future changes from Jira”:

The second is the following recipe: “When an item Created or updated, create an issue in this project of this type with these boards , and synchronize all future changes from this board”:

To define the second recipe, select the correct project. In this case, we will use “KB Iteration Planning”. For the type, we will also select “Task”.

After you have selected the project and type, select “The Shulchan” to begin mapping.

With this recipe, when mapping, the fields on the left are Jira data fields and not your monday.com column names. Here you map the monday.com columns to Jira.

Once you finish mapping and click the “Add To Board” button, your two-way sync will be ready to go!

Note: In Jira, there are certain types of fields that are required for an issue type. For this recipe to work, the fields required in Jira for the issue type you selected must be mapped in your monday.com integration. If the required fields are left blank, the integration will not work. There will be no error message indicating that the integration did not work. The Jira admin can set the required fields within Jira.

How to delete the integration

You can turn off and delete your integration in the integrations menu:

You can also edit the integration and the Jira account you want to connect to in case you change your mind later!

Error during setup

If you receive an error message while setting up this integration, there are a few things to check.

1) Check that the base address you enter during setup includes a protocol, HTTPS or HTTP.

2) Check that your SSL certificate is not invalid or self-signed. Atlassian recommends using self-signed certificates only for development and testing purposes. Your certificate must be a trusted certificate. If you need a trusted certificate, you can use CAcert, a certificate authority that issues free certificates. Other options include VeriSign, Thawte, etc.

Error during setup

If you need help creating custom integrations, we also have the option of paid assistance through our network of certified monday.com partners. If you are interested, please fill out this form and someone will be in touch soon!