Who can use this feature?
- Organization administrators
- Available for Accelerate, Enterprise, and customers who joined Level Access before February 20th, 2023.
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 Jira connections you can have in one workspace, so if you have multiple Jira instances, 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:
- Create an issue tracking connection
- Connect your Jira instance via OAuth
- Jira connection statuses
- The Jira account requires administrative access 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.
- Global permissions:
- Jira instance must support application links.
- URL for the Jira instance must be https.
- URL for the Jira instance must be on the *atlassian.com domain.
- 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:
- From the Control hub, go to Tools and Integrations.
- On the Issue tracking tab, select Add new connection.
- If you don’t see this button, you likely don’t have the correct permissions to add a Jira connection. Ask a Workspace Administrator to change your user group or add the connection for you.
- Choose Jira as the issue tracking application you want to connect and select Continue.
- Select OAuth 1.0 or OAuth 2.0 to authenticate your connection and select Continue.
- 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.
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:
- Enter the Jira URL and select Authenticate. You'll be redirected to Atlassian.
- Sign in as the administrative Jira user.
- Review the permissions required by the Jira administrative user.
- Choose the Jira instance to connect from the dropdown.
- 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:
- Open Jira in a separate tab.
- Select Settings (the gear icon) in the top header.
- Choose Products from the dropdown menu.
- Select Application Links from the sidebar.
- Choose Create link.
Complete configuration in Jira
Using information from the Level Access Platform, complete these steps in Jira:
- Select Direct application link.
- Copy and paste the platform URL into the Jira Application URL field and select Continue.
- A pop-up asking you to configure the application URL will open. Select Continue.
Copy and paste the application data from the platform into the Jira fields and select Continue.
- For Application Type, choose Generic Application.
- Select the checkbox to Create incoming link.
- 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:
- In the Level Access Platform, select Continue.
- Select the workspace you want to connect your Jira instance to.
- Enter the server URL of your Jira instance (for example: test.atlassian.net).
- Select Generate URL.
- Open the Authorization URL link and select Allow.
- From the Access Approve page, copy the verification code.
- Paste the verification code in the platform and select Verify.
- Select Complete connection.
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.
|The connection is authorized. All integration functionality should be working as expected.
|An error has occurred between the platform and Jira. An attempt to reestablish the connection will be made and if successful, the connection status will return to Authorized.
The platform has received a 401 authorization error for this connection. Manually re-authorize the connection.
If you’re still experiencing issues, request support.