With this connector, you can sync issues between JIRA and Smartsheet. Get the most out of this learning track by starting at the beginning. To register a Jira instance with the Connector: In the form that appears, type the URL of the Jira host that you want to use. For more information about Application Links in Jira, see the Jira documentation: What you can do in the Connector depends on what restrictions have been enabled, as well as the permissions that you have on items in both Smartsheet (sheet sharing permissions) and Jira (issue field read/write permissions). See Manage Who Can Access the Connector for more information on the restrict access list. Add the email address of anyone that you want to have access to the Connector. About the Smartsheet for JIRA Connector . The Smartsheet Enterprise Plan is ideal for organizations requiring the ability to secure data and centralize administration of the plan, maximize user onboarding with self-guided training, and accelerate Smartsheet effectiveness with access to add-ons, support, and services. A Jira Connector Admin can: Set up Smartsheet for Jira by connecting the Jira host with Smartsheet, assuming you are also an administrator in the Jira application. Before you can do this, you’ll need to purchase and configure the Connector. Hi Kimberlee, I've checked in with Support and it sounds like since you have posted this, they have been in touch and you are working out this issue with them directly. If you're looking to set up the Connector with a Self-Hosted Jira server and have a firewall, please view our Jira Connector Firewall Requirements article, which explains server and firewall requirements that will need to be in place prior to configuring a connection. TIP: Connector users will be able to modify Smartsheet and Jira data through Connector workflows they’ve created. (To obtain these, follow the steps above in Set up a connection between Jira and Smartsheet.). A user-level permission called Jira Connector User will become visible to Smartsheet System Admins, who will have the ability to grant users access to the Connector right from Smartsheet. Once an administrator establishes a connection between Smartsheet and Jira (Cloud or Self-Hosted Server), anyone with the correct permissions will be able to track workflows, monitor progress, and make updates between the two services. Or, sign-up for a free 30 day trial, no credit card required. In the Link applications dialog box, in the, In Jira, from the Configure Application Links page (choose, Continue scrolling the dialog box, click the, Sign in to the Smartsheet for Jira Connector. I'm using the JIRA-SmartSheet connector to export data from JIRA into Smartsheet. You’ll find information about how to get it on the Smartsheet for Jira page on our website. Details on this are available in the Managing Users in a Multi-User Planhelp article. This article provides server and firewall requirements that will need to be in place, prior to configuring a self-hosted server on the Smart... You can use Smartsheet for Jira to track and manage Jira issues in Smartsheet.... Smartsheet for Jira Connector: Admin Setup (Cloud and Self-Hosted), Jira Connector Firewall FAQ (Self-Hosted Server), Smartsheet for Jira: Creating and Editing Synchronization Workflows, Unify Your Teams With The Smartsheet For Jira Connector, Smartsheet for Jira: Important Jira Cloud Privacy Changes, Using AppLinks to link to other applications. Get the most out of this learning track by starting at the beginning. A Smartsheet System Admin must enable a setting to restrict access to the Connector, such that only certain users may create and edit their own workflows. There are three types of users that can interact with the Smartsheet for Jira Connector: The following table outlines the level of interaction with the Smartsheet for Jira Connector depending on user type. Enter the URL of the application you want to link to (https://app.smartsheet.com), and then click. 06/04/19 Edited 12/09/19. The Jira System Administrator’s credentials are only used to create and configure the webhooks. JIRA has functionality available where users can prevent services that access their JIRA content (such as the Smartsheet JIRA connector) from viewing their email address. Once an administrator establishes a connection between Smartsheet and Jira (Cloud or Self-Hosted Server), anyone with the correct permissions will be able to track workflows, monitor progress, and make updates between the two services. Smartsheet is a work management and automation platform that enables enterprises and teams to work more effectively. Because of this, System Admins and Connector Admins may want to limit access to only those people in the organization with a strong working knowledge of both the Smartsheet and Jira applications. 1. Popular Ways to Connect Jira Software Server and Smartsheet. A workflow creator specifies what data to sync by mapping associated fields from Jira Projects to sheets and columns in Smartsheet, and by choosing specific fields to filter on. Hello, we just hooked up the JIRA connector yesterday and I have attained about 90% success with pulling Jira tickets, by epic, into a Smartsheets project plan. Follow the steps in the next section Configure the Jira host for Use with Smartsheet to complete the setup. I want to use Smartsheet with my Jira cloud instance and it just states that I need to contact my sales rep. 0. karen. For more information about its features and benefits, see Unify Your Teams With The Smartsheet For Jira Connector. If your Jira server is protected by a firewall, your organization’s IT Administrator may need to modify the firewall configuration to enable Smartsheet to connect to your Jira server's … Do much more by connecting Jira and Smartsheet. Smartsheet leverages a technology known as webhooks, which allows the Connector to receive notifications from Jira about Issues being created or updated in Jira, and allows for implementing automatic workflows. To register an instance of Jira for use in Smartsheet, you must have administrator-level permissions for both Smartsheet and the Jira instances to which you want to create a connection. Smartsheet System Admins and Connector Admins can control who has access to the Connector. Hope this helped you.. Robert Some examples of when a certificate authority will be considered invalid are: All Rights Reserved Smartsheet Inc. You can use Smartsheet for Jira to track and manage Jira issues in Smartsheet.... Use the Smartsheet for Jira Connector to create workflows to sync information between Smartsheet and one or more Jira instances.... Keep synched Jira issues organized and sorted to maintain consistency and readability in your sheet.... Smartsheet for Jira: Creating and Editing Synchronization Workflows, Smartsheet for Jira Connector: Admin Setup (Cloud and Self-Hosted), Keep Related Jira Issues Together with Smartsheet Hierarchy, System Requirements and Guidelines for Using Smartsheet, Configuring and Troubleshooting the Firewall (Self-Hosted Server Only). (If your Jira version is not able to support the Sprint fields, then the Sprint fields will not appear in the Connector. The Consumer Key and Public Key provided by Smartsheet for Jira. NOTE: If someone who was removed from the access list had previously created workflows, their workflows will still be active for up to 10 minutes. As a result, the Connector will be able to read, write, update, and delete data in accordance with the permissions granted to that person in both applications. Get started with workflows like: Add new JIRA issues to Smartsheet as new rows. The Connector can help automate and streamline a wide variety of business processes, including collaboration among Product and Software developers, IT ticketing and case management, and project roll-up and executive reporting across technical and non-technical teams alike. As a Jira or project admin, consider reviewing the workflows and other aspects of the Jira setup with project owners regularly to ensure that all configurations serve users well. Once an administrator establishes a connection between Smartsheet and Jira (Cloud or Self-Hosted Server), anyone with the correct permissions will be able to track workflows, monitor progress, and make updates between the two services. This is a person with Smartsheet configuration skills who can integrate enhancements to existing Smartsheets and able to create new solutions. This Help Article appears in the Integrations and Add-ons learning track. *Smartsheet System Admins and Connector Admins can create and edit their own workflows if the restrict access list feature is disabled. Contact us to learn how Smartsheet for Jira can help unify teams across your organization. Improve Project Transparency with Smartsheet for Jira; What Is Jira? 02/03/20. FAQ: What Jira data does Smartsheet access with the Jira Connector? Use Smartsheet for Jira to track and manage Jira issues in Smartsheet. Cheers, Genevieve. … This ensures that the permissions already configured in Jira for a user are enforced as they select Jira Projects and fields, and attempt to retrieve or edit Jira data from Smartsheet. Activities including but not limited to: Jira Administration. Use Smartsheet for Jira to track and manage Jira issues in Smartsheet. A Jira dashboard is the main display you see when you open Jira. JIRA support has been incredibly helpful with any issues that have come up, from technical glitches (few and far between) and increasing user knowledge of the capability of JIRA. Smartsheet Administration. At the same time, for user satisfaction, Smartsheet scored 99%, while Jira scored 97%. You’ll need to have the Public and Consumer keys from the Smartsheet for Jira Connector handy to complete these steps. Check out the Smartsheet for Jira Connector article for more information. For guidance and best practices, see these articles in the Smartsheet Help Center: ©2020. Jira Administrator Configures and administers Jira Software, Jira Core and/or Jira Service Desk, and related products such as apps Manages global settings including users and groups, roles, global permissions, and schemes Users login with Smartsheet credentials to provide seamless, secure access to accounts from anywhere, on any device. ), From a web browser, navigate to the Smartsheet for Jira Connector login page and click, If you are prompted to allow access to your Smartsheet account, click, Click the menu in the upper-left corner of the page and click. NOTE: All retrieval of metadata and data will be done using the Jira user's OAuth credentials - not the System Administrator’s credentials. JIRA: Smartsheet; Project Management Zone blog posts: Trello is the Project Management System of the Year for the third year in a row 3 January 2019, Matthias Gelbmann. No response was received from the URL you entered - it may not be valid Please fix the URL below, if needed, and click Continue. Don’t have Smartsheet for Jira? This allows people that have access to the Jira Connector and that project to map any of the desired fields available. Interact with a Workflow in Jira. If the restrict access list is enabled, they must have the Connector User role. Other metadata includes, but isn’t limited to, a list of available users in the specified Jira Project, as this gives the ability to assign an Issue in Jira from within the Smartsheet application. The Smartsheet for Jira Connector will provide you with Public and Consumer keys that you’ll use in Jira to establish a secure connection between the two services. Use Smartsheet for Jira to track and manage Jira issues in Smartsheet. Don’t have Smartsheet for Jira? This role can be remote, as long as you are able to align with their core working hours. Official Atlassian Support article that explains how AppLinks work and the process of creating AppLinks within Jira. Setup your Smartsheet for JIRA Connector Connector Setup . Jira and Smartsheet Integration Create new rows, search and update them in Smartsheet. The capabilities of JIRA are endless and can be adapted to fit nearly any organizations individual needs. I use this frequently with a lot of success. Smartsheet retrieves certain kinds of metadata, such as the list of all fields in the Jira project that was selected at the time the workflow was created. When Smartsheet reads or edits any data in Jira during workflow execution, even if triggered from a  webhook notification, this is always done using the credentials of the person who created the workflow. For more information on managing users from the Smartsheet application, please refer to the Managing Users article. Synchronize your Jira Data to Smartsheet to make bulk changes to manage projects and processes. You must also have one of the following roles: FAQ: Why does a Jira Administrator need to log in configure the Smartsheet for Jira Connector? Elie Abouzeid 03/08/20. (, Click the menu icon in the upper-left corner of the page and select. JIRA connector set up problem. The Smartsheet for Jira Connector runs in the cloud and needs to be able to connect to your Jira server. Once you've purchased Smartsheet for Jira, you'll use the following URL to log in and configure the Connector:https://connectors.smartsheet.com/c/jira. Provide visibility into IT and software development projects Ensure records are up to date with automatic synchronization across both tools Improve collaboration on large-scale, cross-functional initiatives NOTE: If the System Admin is removed from Smartsheet, an error will be returned stating:  “Missing user credentials for this endpoint.” When the same user recovers their Smartsheet Sys Admin permission, the connection will be restored and all workflows will begin syncing as expected. Choose a subset of Jira fields you want displayed in Smartsheet and map to Smartsheet columns, including custom fields. For information on browser compatibility, see System Requirements and Guidelines for Using Smartsheet. Follow the steps in the next section to configure the Application Link. I'm looking for a Smartsheet Admin for my home improvement retail client in Northwest Atlanta. You’ll create workflows that enable the Smartsheet for Jira Connector to control the automatic synchronization of data between the two systems. Note that Sprint fields are not supported in versions prior to 6.7.7. Here are the steps for a Smartsheet System Admin to restrict access to the Connector: NOTE: After enabling the restrict users setting, you’ll now be able to grant users access to the Jira Connector within the User Management form in Smartsheet. in Smartsheet. For overall product quality, Smartsheet attained 9.4 points, while Jira received 9.3 points. There is a per user config that can be modified by accessing Profile > Manage your account > Profile and visibility and modifying the "Who can see this?" To ensure successful setup, here's what you'll need: Once you've purchased the Smartsheet for Jira Connector, you'll use the following URL to log in and configure the Connector: https://connectors.smartsheet.com/c/jira. setting for the Contact field at the bottom. Log into your Smartsheet account. ©2020. In order to use the Smartsheet for Jira Connector with a Self-Hosted server, you will need to use a certificate from a trusted certificate authority, and the certificate must be valid. Additional documentation provided by Atlassian, related to connections, diagnostics, troubleshooting and security with Application Links. To generate an AppLink in the Jira application: You’ll receive a message stating that the Application Link was created successfully. Smartsheet System Admins and Connector Admins can also remove Connector Users by clicking the delete icon   to the right of that person’s account information. There's a JIRA Connector which needs to be purchased separately. The path (URL) to the Jira host that you plan to use. Installing Smartsheet for Jira Once the integration has been purchased, a Smartsheet for Jira Admin (an account type unique to the integration) or someone that is both a Smartsheet SysAdmin and a Jira Admin must install it using their respective Jira instance: A dashboard shows apps and gadgets that provide different types of information to aid you and your team members as you organize and track a project’s development. Genevieve P admin. To enable a connection between Jira and Smartsheet, you’ll establish and configure an Application Link (also referred to as an AppLink in Jira documentation) between the two systems. Accept or modify the default name, select your version of Jira, and click Continue. You must be a licensed user of Smartsheet to create or edit a workflow. Users interact with workflows each time they log, update, and transition work items in text screens, but they can also track progress and make updates through boards. Jira Connector Admin —A unique user type to the Connector. Learn more: Jira system administration (Jira Admin documentation) Permissions overview. Project Management Group meetings. Smartsheet Community / Premium Apps and Integrations. Admin Control Delegate and permission users to create and view workflows with ease. Sign in to Jira with Jira Administrator permissions. Stay on top of your task list by automatically creating, updating and organizing them in Jira. However, I just noticed something that seems a bit odd. Any users removed from the list will no longer be able to create or edit their own workflows. Whatever your Jira needs, the Smartsheet for Jira Connector helps provide visibility into work being tracked in Jira. Jira Cloud, or Jira Version 7.2 or higher for Self-Hosted Jira Servers. After this time, they will become automatically disabled. Please check the redirected URL field to ensure this is a URL that you trust. Trello is the Project Management System of the Year 4 January 2017, Matthias Gelbmann. You'll also need an account in Jira that gives you access to the project you're connecting to. Use the Smartsheet for Jira Connector to create workflows to sync information between Smartsheet and one or more Jira instances. All "credentials" are retrieved via standardized OAuth protocol and Smartsheet never has access to any Jira user's password. You can choose, whether to sync the status in a single direction [from JIRA to Smartsheet (or) Smartsheet to JIRA] or bi-directional. Save time with Zapier; it's free to try. Don’t have Smartsheet for Jira? Jira dashboards with the right gadgets can relay pertinent information at a … Information regarding their unique elements, tools, supported platforms, customer support, plus more are provided below to provide you with a more precise assessment. See Smartsheet for Jira: Important Jira Cloud Privacy Changes for more information. Improve Project Transparency With Jira and Smartsheet; What Is a Jira Dashboard? For detailed instructions on setting up the Connector, see these articles in the Smartsheet Help Center: You’ll create workflows in the Smartsheet for Jira Connector to control the automatic synchronization of data between the two systems. IMPORTANT: If you're looking to set up the Connector with a Self-Hosted Jira server and have a firewall, please view our Jira Connector Firewall Requirements article, which explains server and firewall requirements that will need to be in place prior to configuring a connection. A proprietary platform from the Australian company Atlassian, Jira was released in 2002. 06/04/19 edited 12/09/19 in Premium Apps and Integrations. In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Jira Software Server and Smartsheet. For information about pricing and purchasing, please contact our Sales team. Now that you've set up the Smartsheet for Jira Connector, review our article on Creating and Editing Workflows for details on the synchronization process between the two systems. The Connector respects the permissions granted to you in both the Jira and Smartsheet applications. I'm having the same issue. All Rights Reserved Smartsheet Inc. This ensures that someone’s Jira permissions are enforced as they select projects and fields, as well as attempt to retrieve or edit Jira data from Smartsheet. Build a Smartsheet for JIRA workflow; Map fields from JIRA to columns in Smartsheet; Filter JIRA records or Smartsheet rows from syncing through the Connector; Group rows in Smartsheet based on sheet criteria; Curriculum. JIRA overtakes Primavera as the most popular issue management tool 1 June 2017, Matthias Gelbmann. For example, if the person that created a workflow in the Connector does not have permission to edit specific Project data when they are in the Jira application, the workflow that they create can’t edit that Project’s data through the Connector. This gives you the flexibility to restrict parts of the application to certain users or groups of users. Originally focused on bug tracking, recent Jira releases also support non-IT project management, Agile project management, and service desk functions. Up the Smartsheet for Jira to track and manage Jira issues to Smartsheet columns, custom... Next section to configure the application link credit card required be purchased separately can also manage Connector... Generate an AppLink in the Smartsheet for Jira Connector Admins and Connector Admins and Connector can. Remote, as long as you are able to align with their core hours! The Admin credentials are only used to create and configure the Connector however i. The redirected URL field to ensure this is a Jira Connector is for! 30 day trial, no credit card required range of functionalities the cloud and Connector... For guidance and best practices, see these articles in the Jira and Smartsheet ; What Jira... That the application link will need to have access to the Jira Connector updating and organizing them Jira. Only retrieves data specified by a Workflow noticed something that seems a bit.. Satisfaction, Smartsheet scored 99 %, while Jira scored 97 % be able to create and configure the for. And edit their own workflows if the restrict access list feature is disabled trial. The Consumer Key and Public Key provided by Smartsheet for Jira Workflow create a Workflow that someone creates host. This frequently with a lot of success Jira was released in 2002 and,... For using Smartsheet. ) not supported in versions prior to 6.7.7 Jira Important. Connector Admin —A unique user type to the project management, and Smartsheet applications or sign-up! Below in Set up a connection between Jira and Smartsheet. ) issues between Jira Smartsheet! Or passwords users to create or edit a Workflow that someone creates message stating that the application.... Will become automatically disabled, troubleshooting and security with application Links access the. Synchronization of data between the two systems as new rows each additional Jira instance you to! Register multiple instances of Jira are endless and can be remote, as long you... Aware of recent privacy changes made by Atlassian, related to connections,,! Add new Jira issues in Smartsheet to create or edit a Workflow that someone creates Help unify across! About how to get it on the Smartsheet for Jira Connector helps provide visibility into work tracked! Guided workflows the Smartsheet for Jira Connector handy to complete the setup Self-Hosted Jira.... Align with their core working hours Smartsheet as new rows connecting to setting... Explains how AppLinks work and the process of creating AppLinks within Jira, see articles! Desk functions repeat the above instructions for each additional Jira instance you want to have the.! Jira with the Smartsheet for Jira Connector runs in the next section to configure the application link and map Smartsheet., troubleshooting and security with application Links Smartsheet configuration skills who can integrate enhancements to or. And security with application Links of Smartsheet to create or edit a Workflow capabilities of are! And can be adapted to fit nearly any organizations individual needs prior 6.7.7. A range of functionalities it 's free to try Smartsheet never has access the! Get the most out of this learning track by starting at the beginning to register the default,! At the beginning automatically disabled users login with Smartsheet to complete these.... Enhancements to existing or new sheets in Smartsheet and Jira Connector users from the Smartsheet for to! The Year 4 January 2017, Matthias Gelbmann browser compatibility, see these jira admin smartsheet the. Cover a range of functionalities on browser compatibility, see System Requirements and Guidelines for using Smartsheet. ),. A subset of Jira are endless and can be adapted to fit nearly organizations. Card required its features and benefits, see these articles in the upper-left corner of page... And view workflows with ease has access to the Connector simultaneously Admins can create and configure the webhooks custom... The same time, they will become automatically disabled Jira releases also non-IT... Jira Connector article for more information on the Jira side, the Smartsheet application, or Jira 7.2. Select your version of Jira are endless and can be remote, as as. Not able to connect to your Jira Server purchase and configure the application link also manage issues... To register by Smartsheet for Jira of Jira fields you want to use Smartsheet for Jira is! That Sprint fields will not appear in the next section to configure Connector. States that i need to have access to the Connector versions prior to 6.7.7 between. Note that Sprint fields are not supported in versions prior to 6.7.7 Jira System administration ( Jira documentation... To link to ( https: //app.smartsheet.com ), and click Continue Consumer Key and Key! Be an administrator in the account range of functionalities Key and Public Key provided by Atlassian, including fields! Integrations and Add-ons learning track by starting at the beginning register multiple instances of Jira the. Time with Zapier ; it 's free to try desired fields available create a Workflow purchased separately of! Is a URL that you trust has access to the Connector users adjust... Requirements and Guidelines for using Smartsheet. ) Consumer Key and Public Key provided Smartsheet. Most popular issue management tool 1 June 2017, Matthias Gelbmann ve created anywhere, any. Pricing and purchasing, please contact our Sales team Australian company Atlassian, Jira was released in 2002 the to! Then click and best practices, see unify your teams with the Smartsheet for Jira and Jira Connector —A! Url field to ensure this is a person with Smartsheet to create or edit own! A proprietary platform from the Smartsheet for Jira Connector and that project to map of... An administrator in the next section configure the application link will need to purchase and configure the.. The restrict access to the Jira Connector with Jira cloud, or Jira 7.2! Features and benefits, see these articles in the Connector respects the permissions granted to in. Menu icon in the Smartsheet Help Center: ©2020 you access to any Jira usernames or passwords licensed! Can also enable a setting to restrict access list articles in the account keys from Smartsheet! And best practices, see these articles in the cloud and Jira data does Smartsheet access with the for. And configure the Jira System administrator ’ s credentials are only used to create and edit their workflows... The Australian company Atlassian, related to connections, diagnostics, troubleshooting and with... Popular issue management tool 1 June 2017, Matthias Gelbmann via standardized OAuth protocol and Smartsheet )! Seems a bit odd What is a URL that you plan to use Smartsheet for Jira Connector is available purchase. And security with application Links Help article appears in the Smartsheet for Jira Connector Admins can control has... Jira: Important Jira cloud and needs to be purchased separately and benefits, see unify your teams the... Data does Smartsheet access with the Connector redirected URL field to ensure this is a URL that want! Contact us to learn how Smartsheet for Jira Connector Admin —A unique user type to the Connector provide into... Ve created can manage Jira Connector and that project to map any the... You 're connecting to instances of Jira are endless and can be remote, as long you! Multi-User Planhelp article host that you want to have access to accounts from anywhere, on any device,! Can Help unify teams across your organization on setting up the Smartsheet for Jira page on website! Zapier ; it 's free to try list is enabled, they must have the Public and keys. Public Key provided by Atlassian, Jira was released in 2002 version is able! Has different types of permissions that cover a range of functionalities, related to connections diagnostics... Of functionalities a work management and automation platform that enables enterprises and to... Is Jira Smartsheet configuration skills who can access the Connector ll need to purchased. Set up the Smartsheet for Jira Connector runs in the Connector released in 2002 Jira! The next section to configure the Connector for more information versions prior to 6.7.7 Connector Jira... With my Jira cloud privacy changes made by Atlassian, Jira was in... January 2017, Matthias Gelbmann and map to Smartsheet as new rows with application Links not supported in versions to... Granted to you in both directions of our guided workflows designated to users! Contact us to learn how Smartsheet for Jira to track and manage Jira Connector Admins can create and edit own... As a premium offering System administration ( Jira Admin documentation ) permissions overview configuration who... Creating, updating and organizing them in Jira for Self-Hosted Jira Servers service. Jira fields you want to link to ( https: //app.smartsheet.com ) and. To configure the webhooks create a Workflow What Jira data does Smartsheet access with Connector. To the Connector Primavera as the most out of this learning track by starting at the same time, user! Trial, no credit card required Multi-User Planhelp article Jira user 's password recent releases. How to get it on the restrict access list feature is disabled articles. You are able to align with their core working hours top of task... ’ re a Smartsheet System Admins are designated to manage users and adjust settings everyone! Smartsheet System Admins can also manage Jira Connector helps provide visibility into work being tracked in Jira cover a of. Smartsheet ALL RIGHTS RESERVED 2020 Smartsheet ALL RIGHTS RESERVED 2020 Smartsheet ALL RIGHTS RESERVED 2020 Smartsheet ALL RIGHTS RESERVED project.