Jira Integration
What
The Jira ticketing integration allows Ploy to create and update Jira tickets via API. Tickets will be two-way synced meaning any updates to the ticket in Jira will be reflected in Ploy, and any updates to the ticket in Ploy will be reflected in Jira.
This means that users can have full control over Jira tickets without ever leaving the Ploy platform - bringing you ever closer to that single pane of glass.
How
You can connect Jira to Ploy in two ways: authenticate with an existing Admin Service Account, or create a dedicated service account in Jira.
Set up with a service account
The newer way to connect Jira is to create a dedicated service account in Jira rather than authenticating with an admin account. The service account must have the User (agent) role in Jira Service Management.
Create the service account and its API token in Atlassian Administration under Directory > Service accounts > Create credentials > API token.
In the Jira configuration, choose Service account API token: restrict Ploy to specific projects, then enter the Jira site URL, Service account email, and Service account API token.
The API token needs the Classic scopes read:jira-work, write:jira-work, read:jira-user, read:servicedesk-request, and write:servicedesk-request. Grant the service account access only to the Jira projects Ploy should use.
From here, continue through the same site and project selection steps as the Admin Service Account path.
Set up with a user account
Step 1: Create an Admin Service Account in Jira (if you don’t already have one). Note: do this by creating a user. You may need to first create an email for them in MS/Google.
Step 2: On the Ploy Integrations page, navigate to the Jira integration and click the ‘+ Add’ sign
Step 3: Click Authenticate and make sure you Authenticate with the Admin Service Account.
Step 4: Name the Connection and press ‘Next’.
Step 5: Select the Jira Cloud Site to integrate with.
Step 6: Select the projects you want to integrate with. Note: Keep in mind that any future projects will need to be added in to the configuration.
Step 7: Configure the Ploy → Jira field mappings. This is needed because Jira will always have at least as many field values as Ploy, and typically more.
Note: For Jira statuses that are not mapped in Ploy, these are automatically mapped based on the ticket status groups.
Step 8: Create a new Webhook in Jira. The ‘Docs’ hyperlink will take you straight to the page.
Step 9: Copy the Webhook URL from Ploy and paste it into the Jira URL field.
Step 10: Generate a Secret in Jira and paste it into Ploy.
Step 11: Copy the JQL Filter from Ploy and paste it into Jira.
Step 12: In Jira under ‘Issue Related Events’, select the Issue Updated, Issue Deleted and Comment Created checkboxes.
Step 13: Create the Webhook in Jira and Save the configuration in Ploy.