Jira Setup Guide

Fivetran supports both Jira On-Premise and Jira Cloud. How we connect to Jira depends on which Jira installation you have. Select the setup guide for your Jira installation:

• Jira On-Premise
• Jira Cloud

Prerequisiteslink

To connect your Jira account to Fivetran, you need:

• Your Jira host name

• Your port

• A connecting user with the following permissions*:

  • Administer Projects or Browse Projects to view projects, their issues, and related entities like versions, components, and boards. Learn more in Jira’s managing project permissions documentation. If you use issue security schemes, the user must have a sufficient security level. Learn how to set security levels in Jira’s configure issue security schemes documentation.
  • Administer Projects to view project roles and their actors.
  • Browse users and groups global permission to view users and groups. Learn more in Jira’s managing global permissions documentation.
  • Administrators or Service Desk Team project role to have an access to Jira Service Management (formerly Jira Service Desk). Learn more in Jira’s Service Management permissions documentation.
  • Administer Jira global permission to view permission and issue security schemes and related entities, as well as to register webhooks for capturing deleted entities like issues and projects. Learn more in Jira’s managing global permissions documentation.

  NOTE*: If you are missing any of the listed permissions, Fivetran does not sync the corresponding entities. Learn how permissions work in Jira’s permissions documentation.

• To use OAuth - create an application link (see the Jira Cloud or Jira Server documentation) with the following details:

  • Application URL: https://fivetran.com
  • Consumer key: Use the consumer key specified in the Jira Setup Form
  • Public key: Use the public key mentioned in the Jira Setup Form

• To use Basic authentification:

  • For Jira On-Premise - your username and password
  • For Jira Cloud - create an API token for you Atlassian account

IMPORTANT: Only use an HTTPS URL with TLS version 1.2 or above.

Jira On-Premise Setup Instructionslink

1. In the connector setup form, enter the Destination schema name of your choice.

2. Enter the name of your Jira Host.

3. Enter your Port number.

4. Set the On Premise toggle to ON.

5. Enter the Path. If your deployment path looks like your-company.com/jira, then enter jira. Otherwise, leave the field blank.

6. Choose the Authentication Type:

   • If you choose Basic, provide your username and password

   • If you choose OAuth, perform the following steps:

     i. Configure the Application Link

     ii. Click Authorize and allow Fivetran to access your data

     NOTE: Refer to Atlassian’s OAuth Troubleshooting Guide if you see the “oauth_problem=XXXXX” error when you click Authorize.

7. Choose the issue sync mode: From all projects or From selected projects.

8. If you choose From selected projects, select the projects whose associated issues you’d like to sync.

9. Click Save & Test. Fivetran will take it from here and sync your data from your Jira account.

Jira Cloud Setup Instructionslink

1. In the connector setup form, enter the Destination schema name of your choice.

2. Enter the name of your Jira Host.

3. Enter your Port number.

4. Choose the Authentication Type:

   • If you choose Basic:

     i. Create an API token

     ii. Specify User of the API token

     iii. Use the created API token as a Password

   • If you choose OAuth:

     i. Configure the Application Link

     ii. Click Authorize and allow Fivetran to access your data

     NOTE: Refer to Atlassian’s OAuth Troubleshooting Guide if you see the “oauth_problem=XXXXX” error when you click Authorize.

5. Choose the issue sync mode: From all projects or From selected projects.

6. If you choose From selected projects, select the projects whose associated issues you’d like to sync.

7. Click Save & Test. Fivetran will take it from here and sync your data from your Jira account.

Configure Atlassian application linklink

Begin Fivetran configurationlink

1. Specify the Consumer Key or leave the default one, “OauthKey”, if it is not used by another external application in your Jira installation.

   

2. Find the public key and make a note of it. You will need it to configure Jira to connect with Fivetran.

   

Create Atlassian application linklink

1. Log in to your Atlassian profile.

2. Go to Jira Settings, then select Products.

   

3. Go to Integrations, then select Application Links.

   

4. Enter https://fivetran.com in the link bar.

5. Click Create new link.

Configure application link for Fivetranlink

1. You will receive a warning that “No response was received from the URL you entered.” This warning is expected, as noted in Jira’s documentation. Disregard this warning and click Continue.

   

2. In the Link Applications window, enter “Fivetran” as the Application Name.

3. For Application Type, select Generic Application.

4. Fill in the rest of the fields as shown below. These other fields do not matter for the purposes of setting up our Jira connection. Fivetran only needs to retrieve data, so we can set up a one-way (incoming) link from the client to Jira.

   

5. Select the Create incoming link checkbox.

6. Click Continue.

7. In the next Link Applications window, enter the Consumer Key you’ve specified in the Setup Form (default “OauthKey”).

8. Enter “Fivetran” as the Consumer Name.

9. Enter the public key you found in Step 1.

   

10. Click Continue. If setting up the Application Link was a success, you’ll be taken to a page with this notification:

    

11. Return to the tab with your Fivetran dashboard.

Custom field feature requestlink

If you don’t see a custom field you’d like to sync listed in our Jira documentation, reach out to our Support Team.

Note that a new field support requires that you grant us access to your Jira source. Also, it requires a full historical resync.

Related Contentlink

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account_tree Schema Information

assignment Release Notes

settings API Connector Configuration

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