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Jira connection

Prerequisites

  • A Jira (Atlassian) account with relevant permissions.
  • Cloud app login credentials, an API token, or server app login username (email) and password.

Grant relevant permissions to the user

In Jira, the permissions of the API token are identical to the user who generated the Token.

Make sure that you are generating the API token with the following permissions on all the relevant projects or project schema:

Ensure that you are generating the API token with the following permissions on all relevant projects or project schemas:

  • Browse projects*

Additional information on Jira permissions is available in the Managing project permissions topic.

Logging in to Cloud app with Jira

Procedure

  1. You need your account domain name. Your account domain is available in the URL before the atlassian.For example, https://{domain name}.atlassian.net.
  2. You need the base URL set in your system settings: Base URL is taken from your Jira (Atlassian) Admin Settings:
    • Administration Settings > System > General Configuration > Edit Settings > Base URL.
    • The default base URL: http(s)://my-domain-name.atlassian.net.
  3. Log in to your cloud app using the same login credentials you use for id.atlassian.com.

Creating an API token in Jira

Procedure

  1. Log in to the https://id.atlassian.com/manage/api-tokens.

  2. Click Create API token.

  3. Enter Data Integration as a label for your token and click Create.

  4. Click Copy to clipboard.
    Paste the token into your notepad to save it.

  5. If you log into Jira with an email, your username is the email you use to log in.

info

Once you exit the API page, you cannot retrieve the Token, and you need to create a new token if you lose it.

Connecting via server application

You need the server app connection type if you run your Jira app on a local machine with Jira Software.

In the connection, you need:

  1. Your login credentials to the server app (username and password).
  2. The base URL set in your system settings: Base URL is taken from your Jira (Atlassian) Admin Settings:
    • Administration Settings > System > General Configuration > Edit Settings > Base URL.
    • The default base URL: http(s)://my-domain-name.atlassian.net
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