Jira Integration - Jira Setup

This article explains how to set up Jira for your Jira to OnePlan Integration.

To complete the Jira integration setup, you must complete:

1. Jira Integration - OnePlan Setup
2. (You are here) Jira Integration - Jira Setup
3. Jira Integration - Epics Field Mappings or Jira Integration - Projects Field Mappings (depending on your integration)
4. Jira Integration - Custom Types Settings
5. Jira Integration - Essential Settings

The following video walks though the steps to set up OnePlan for the Jira Epics and OnePlan Plans integration. 

NOTE: These setup steps apply to both the Jira Epics and Jira Projects integrations.  

NOTE: There are clickable links within this video.

For the integration configuration, you will need to collect the following information from Jira:

• the Jira URL
• a username for a user with admin permissions
• an API token

NOTE: It is best practice to create a service account to use for the integrations. We strongly recommend setting up a Jira service account with admin permissions to use in this configuration. 

Jira Setup

1. Open a new tab in your browser. Go to the Jira site URL to be connected.
   NOTE: You should still have the OneConnect integration configuration page open. 
   

2. Copy the root of the URL (i.e. https://instance.atlassian.net/). Go to the OneConnect tab and enter the Jira root URL into the Your Jira URL field. 
3. Enter the Jira username into the Username field. 
   
4. Generate a Jira API token.
   
   1. Open a new tab in your browser where you are already logged into Jira. Go to https://id.atlassian.com/manage-profile/security/api-tokens
   2. Click Create API token. the Create an API token form will open.
      
   3. Enter a name for the API token. Then click Create. The Your new API token form will open. 
      
   4. Click Copy to copy the API token.
      
   5. Go to the OneConnect tab. Enter the API token into the API Token field.
      NOTE: Also see the article Create an API token from Atlassian for more information on generating Jira API tokens.
      
5. Click Test.
6. If the connection test is successful, click Next. Then follow Jira Integration - Epics Field Mappings or the Projects One (depending on your integration).
   
   NOTE: Keep the OneConnect integration configuration tab in your browser open.