Please note: Please read the Setup prerequisites section before attempting to configure your integration.
This integration scenario allows transferring issues from JIRA to Microsoft Project Online as projects. JIRA issues with defined type and workflow stage are transformed into a newly created project in a Project Online instance.
1. On the Integration Hub main page, choose the Scenarios tab.
2. Сlick on the New Integration button.
3. Choose JIRA & Project online (One-way synchronization of JIRA issues with Project Online projects) scenario. This will take you to the Integration Scenario Details page.
4. In the Jira App Details section, click New, provide JIRA Site Url and account credentials (name of the JIRA account used for integration and JIRA API Token).
Please note: For Jira Server login and password can be used instead of Jira API Token.
Please note: please refer to the Creating JIRA API Token section of this article to learn how to create JIRA tokens.
You can also choose a previously used connection (if any) in the Connection dropdown.
Please note: Master Projects are not supported for integrations.
5. In the Parameters section, choose the required JIRA issue type and issue status.
6. Click Next.
7. In the Project Online App Details click New, enter your PWA site URL and choose the authentication method (OAuth by default).
In Project Online connection there are three authentication options:
The 'OAuth' authentication type is a standard and preferred option. When it is used, Integration Hub is authorized to access your resources without sharing credentials. The access token is issued to the Integration Hub app by the authorization server, with approval from your side. Integration Hub then uses the access token to access and process your Project Online data and stores the refresh token for continuous integration.
Please note: If you are creating the first Integration Scenario in your Integration Hub tenant and choosing the OAuth authentication type, there might be a problem with the connection to Project Online. If a problem occurs, as a workaround, we recommend creating the first scenario using SharePoint credentials. When the first scenario is created, later on, you can change the authentication type of this scenario for the OAuth authentication type as well, if required.
SharePoint Online credentials
If the ‘SharePoint Online credentials’ authentication type is selected a connection will be set up via login and password to a connected SharePoint account. In this case, the credentials are stored and protected in the Integration Hub app. Login to the PWA and please make sure that the account used for running integrations has the necessary set of permissions.
SharePoint On-premise credentials
This type is used for Project Server 2019 and is available for Integration Hub on-premises version only. If this type is selected a connection will be set up via login and password to a connected SharePoint account. In this case, the credentials are stored and protected in the Integration Hub app. Login to the PWA and please make sure that the account used for running integrations has the necessary set of permissions.
Please note: The Project Server you add as a URL in the login field should be within the same domain as the virtual machine where Integration Hub on-premises is installed.
8. Under the Parameters section, choose the Project Type which will be created in Project Online.
9. Click Next to proceed to the Mapping page.
The Fields mapping allows you to define JIRA issue fields and Project Online project fields which will be synchronized. As you can see, the JIRA Summary field is mapped by default to the ProjectName field in Project Online.
1. Click on Add Mapping.
2. Choose a JIRA issue field in the dropdown list on the left.
3. Сhoose a corresponding ProjectOnline project field on the right.
Please note: The scenario wizard allows choosing the synchronization direction, but since this scenario is created for one-way synchronization only, the fields will always be synchronized in one direction (JIRA>Project Online) regardless of which mapping direction is chosen.
After all the required mappings are created, you can optionally use the Verify button to check if there are any issues with the current configuration.
4. Click Next to proceed to the Schedule page.
Integration schedule configuration
The Schedule page allows choosing between the manual (on demand) or scheduled synchronization between your list and your project.
Please note: Since this particular scenario is commonly used to extract the already existing issues from JIRA, it is necessary to properly set the Synchronization Start Date. Integration Hub will only synchronize the JIRA issues created after the Synchronization Start Date.
After you have configured the integration schedule, click Done to return to the Scenarios page.
Creating JIRA API Token
To create a JIRA API Token, follow these steps:
- Open JIRA, click on the User profile logo in the bottom left corner of the page and choose Profile.
- On the Profile page, click the Manage your account button.
- Click Security in the navigational menu located at the left part of the Manage profile page.
- Find the API Token section and click on the Create and manage API tokens link.
- On the API Tokens page, click the Create API Token button. Enter any name for your API token and click Create.
- Copy token value from Your new API token window, return to Integration Hub and paste it into the Password field.