Jira Integration

Jira Integration

With our Jira integration, Jeli can create new tickets in Jira or import existing tickets as action items for investigations. Jeli will display action item status and other details, allowing you to easily manage and track your action items without leaving Jeli.

Adding the Integration

  1. Navigate to the Jira integration page
  2. Enter your configuration details and hit ‘Submit’
    • Email Address: The email address you use when logging into Jira.
    • Jira Site Domain: The URL of your organization’s Jira instance. For example, https://bean-co.atlassian.net
    • API Key: An API key generated from Jira. You can generate a token for Jeli by accessing https://id.atlassian.com/manage-profile/security/api-tokens and selecting ‘Create API Token’.
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        We suggest using a service account to generate this API token. When creating Jira issues in Jeli, the reporter of the Jira issue will be set to the user/account that generated the API key.
      2. See Manage API tokens for your Atlassian account in the Atlassian documentation for more information.
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Once configured, the integrations page will display your active configuration and give you an option to disconnect the integration.

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Using the Jira Integration

With our Jira integration you can create new action items in Jira or link existing Jira issues as action items, all from the Action Items tab in Jeli.

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For more information on Action Items, please see our blog post Handling Action Items as part of our Incident Analysis 101 series.

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Link a Jira issue as an action item

  1. From the Action Items tab in your opportunity, select ‘Add an action item’ → Link.
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  1. Enter the URL of your Jira issue.
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  3. The Jira issue will be linked to your opportunity and details about the issue will be displayed.
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Create a new Jira ticket as an action item

  1. From the Action Items tab in your opportunity, select ‘Add an action item’ → Create.
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  1. Choose your Jira project and issue type.
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  3. Populate your issue name and optionally, a description.
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  5. The Jira issue will be created, linked to your opportunity and the details of the issue will be displayed.
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Deleting a Jira ticket action item

To delete a Jira ticket action item from Jeli, select the three dots menu icon on the right hand side, then select ‘Delete’.

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Note: This does not delete the issue in Jira.

Removing the Integration

To remove the Jira to Jeli integration, navigate to the Jira integration page and hit the button to ‘Disconnect Jira Site’.

Troubleshooting

  • I am not able to select my issue type when creating a Jira issue
  • Currently our Jira integration only supports default Jira configurations. Any issue type which has required fields beyond Summary and Description are not supported.

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    You may navigate to Jira, create your action item and then link this existing issue in Jeli.

We suggest using a service account to generate this API token. When creating Jira issues in Jeli, the reporter of the issue will be the user/account that the API Key belongs to.