We worked hard to create a new Jira Cloud integration for you. It has now replaced the previous one that you may be familiar with! With this Jira Cloud integration, you will:

• No longer need a token or to be an admin to set up this integration.
  • If a user can edit an issue in Jira, then changes can also be made by the integration using that individual's credentials to set up the integration.
  • The integration will then continue to use the level of API permissions available to the user who set up the integration.
• Be able to utilize team-managed projects
• Have access to additional supported fields
• Enjoy our new and improved two-way sync option
• Experience a beautiful and simplified new design!

 

Add the integration

To add the integration to a board, start by opening the Integrations Center and searching for "Jira". Select the integration that says "by monday.com" and not the one that says "Deprecated":

 

The integration has one recipe that has the power of several smaller recipes! Click "Add to board" to customize it.

After selecting the recipe, it's time to establish the connection between Jira and monday.com! Click on the Jira logo at the start of the recipe and choose "Connect". You'll be redirected to Atlassian to enter your credentials. We use OAuth to make the connection, so monday.com will never have access to your Jira login credentials.

The Jira integration will not work retroactively. Issues, epics, etc. that were created before the integration will need to be updated in order for them to sync. Everything created or updated after setting up the integration will sync.

When you make the initial connection with your Jira account, you will be asked to review a list of permissions. Read this carefully to make sure you understand how the new integration works. If you agree to the terms, click "Accept" to be redirected back to monday.com.

 

Customize your recipe

Choose the direction of your sync

Once you've connected your account, you have a world of customization options available to you! For this example, consider the following recipe:

"Sync between Jira issues in this project of this type and items on this board with these fields"

After connecting your Jira account with the Jira icon, start by choosing the direction of the sync. You have the option of moving data:

• into monday.com from Jira
• into Jira from monday.com
• or in both directions!

 

Choose the Jira project to connect to

Then, by using the "this project" and "this type" fields, you can select the specific project and type of issues that will be synced to/from Jira.

 

Set conditions for the sync

Then, you can select the conditions for the issues that you want to sync. While custom fields can't be used to set conditions, you have a ton of options! In this example, we're choosing to sync all issues where the "Priority" is not "Low" or "Lowest":

 

You can then define the conditions that must be met in order for items on your monday board to sync with Jira. If you know exactly what you're looking for, you can type to quickly locate it within the dropdown.

 

Decide how to manage updates

Click on "these fields" to open your final customization options. Regardless of the direction you chose for syncing newly created items and issues, you can choose to change the sync direction for any updates to existing items or issues.

Here you can select a Jira issue field, a monday.com item field, and the direction that you would like to sync future updates-- whether you would like updates to Jira issues to update items in monday.com, the other way around, or both! 

Create a two-way sync

A two-way sync occurs when data is being both pushed from monday.com into Jira and pulled from Jira into monday.com. This makes it so that your data matches within both platforms and remains up-to-date.

The nature of this recipe allows you to choose the direction of your sync in order to create a two-way sync between Jira and monday.com.

As mentioned in the previous section of this article, when you set up this recipe, you'll be asked to map future changes between Jira and monday.com when clicking on "these fields". Regardless of the direction you chose for syncing newly created items and issues when clicking "Sync" during set up, you can choose to change the sync direction for any updates to existing items or issues when clicking "these fields".

 

Setting up the two-way sync

When you're mapping "these fields", you will select the field in Jira, the field in monday.com, and the direction that you want the sync to occur. To create a two-way sync, select "both ways".

For example, using the GIF below, if you want to map your item's "Person" column on monday.com to the "Assignee" field in Jira, you will select those fields beneath the respective company's logo. Then, under the "Choose direction" dropdown, choose "both ways" to indicate that the information will travel in both directions.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.