Set up a Jira connection

Who can use this feature?

• Organization administrators.
• Available for all packages.

Set up a Jira connection in the platform so your team can sync data from projects and tasks with a Jira project. With a Jira connection, you can push tasks into Jira and manage their progress there, all while seeing updates from within the platform. There’s no limit to the number of issue tracking connections you can have in your organization, so if you have multiple Jira instances or use multiple issue tracking tools, you can connect each of them to the platform.

Note: Your organization only needs to set up the connection once per instance. For example, if another workspace in your organization has already connected to a given Jira instance, you do not need to create another connection.

On this page:

• Restrictions
• Create an issue tracking connection
• Connect your Jira instance via OAuth
• Jira connection statuses

Restrictions

• The platform user setting up the Jira connection requires administrative access in Jira with the following permissions:
  • Global permissions:
    • Browse users and groups
  • Project permissions for the projects you want to connect to the platform:
    • Browse projects
    • Create issues
    • Edit issues
    • Transition issues
    • Create attachments
    • Add comments
    • Delete all comments
  • If issue-level security is configured, issue-level security permission to view the issue.
• Jira instance must support application links.
• URL for the Jira instance must be https.
• The platform may not be able to support all Jira calls for on-premise Jira.

Create an issue tracking connection

The Jira user who creates the connection will be the default assignee for all tickets pushed to Jira. You can manually change the assignee once the ticket is in Jira.

To create your issue tracking connection:

1. From the Control hub, go to Tools and Integrations.
2. On the Issue tracking tab, select Add new connection.
   • If you can't find this button, you likely don’t have permissions to add a Jira connection to the platform. Ask a workspace administrator to change your user group or add the connection for you.
3. Choose Jira as the issue tracking application you want to connect and select Continue.
4. Select OAuth 1.0 or OAuth 2.0 to authenticate your connection and select Continue.
5. Confirm the workspace(s) you want to use this connection and select Continue.
   • • You can add or remove workspaces after creating the connection by editing the connection.

Continue set up using OAuth 2.0 or OAuth 1.0.

Connect your Jira instance via OAuth

Jira Cloud connections should use OAuth 2.0, if supported, as it creates a more secure connection. We'll continue to support new and existing connections between Level Access and Jira using OAuth 1.0.

Connect via OAuth 2.0

To connect your Jira instance using OAuth 2.0:

1. Enter the Jira URL and select Authenticate. You'll be redirected to Atlassian.
2. Sign in to Jira as the administrative Jira user.
3. Review the permissions required by the Jira administrative user.
4. Choose the Jira instance to connect from the dropdown.
5. Select Continue. You'll be redirected to the Level Access Platform. Your connection is complete.

Connect via OAuth 1.0

The remaining set up steps take place in Jira and the Level Access Platform.

Create an application link in Jira

In the Level Access platform, you should be on Step 2: Create a connection.

To create an application link from Jira:

1. Open Jira in a separate tab.
2. Select Settings (the gear icon) in the top header.
3. Choose Products from the dropdown menu.
4. Select Application Links from the sidebar.
5. Choose Create link.

Complete configuration in Jira

Using information from the Level Access Platform, complete these steps in Jira:

1. Select Direct application link.
2. Copy and paste the platform URL into the Jira Application URL field and select Continue.
3. A pop-up asking you to configure the application URL will open. Select Continue.
4. Copy and paste the application data from the platform into the Jira fields and select Continue.
   1. For Application Type, choose Generic Application.
   2. Select the checkbox to Create incoming link.
5. Copy and paste the consumer key, consumer name, and public key from the platform into the corresponding Jira fields and select Continue.

Authorize the connection in the Level Access Platform

Authorize the connection between Jira and the Level Access Platform using OAuth 1.0.

To authorize the connection:

1. In the Level Access Platform, select Continue.
2. Select the workspace you want to connect your Jira instance to.
3. Enter the server URL of your Jira instance. For example, test.atlassian.net.
4. Select Generate URL.
5. Open the Authorization URL link and select Allow.
6. From the Access Approve page, copy the verification code.
7. Paste the verification code in the platform and select Verify.
8. Select Complete connection.

You can now Connect a Jira instance to a project

Jira connection statuses

This table describes the Jira connection statuses used on the platform. For additional resources, check out our article on troubleshooting Jira integration issues.