How to integrate Jira Cloud

πŸ€“ Who can do this? You will need to be an admin in Atlan to configure the Jira Cloud integration. You will also need inputs and approval from an administrator of your Jira Cloud workspace.

To integrate Jira Cloud and Atlan, follow these steps.

Connect Atlan to Jira Cloud

🚨 Careful! You must have at least one issue already created in Jira before integrating it with Atlan.

To connect Atlan to Jira Cloud from within Atlan:

  1. From the left menu, click Admin.
  2. Under Workspace, click Integrations.
  3. In the Jira tile, click the Connect button.
  4. A new window will open, where you'll be asked to log into your Atlassian account:
    1. To login with an email address, enter your email address, click Continue, and then enter your password and click Log in.
    2. To login with Google, Microsoft, or Apple, click the appropriate button and follow the instructions.
  5. Once you're logged in, you will be asked to allow Atlan to access your Atlassian account. Scroll to the bottom of the window and click the Accept button.
  6. If you have access to multiple Jira Cloud sites, for the Connecting to Jira dialog, click the Select environment dropdown to select the Jira environment you want to connect to Atlan and then click Connect.

Install Atlan Jira app

To install the Atlan Jira app:

  1. Open the Atlan Jira app's page in the Atlassian marketplace, through either of these ways:
  2. In the upper right of the page, click the Get it now button.
  3. At the bottom of the Add to Jira dialog, click the Get it now button.

(Optional) Request permission from your Jira Cloud admin

If you are not a workspace administrator in Jira, you will be prompted to request permission to install. To request permission to install the integration:

  1. Under Want this app? Let your admin know why enter an explanation for installing the app.
  2. At the bottom of the form, click the Submit request button.
  3. Contact your Jira workspace administrator and ask them to approve the Atlan app.
  4. Once approved, you'll get an email from Jira telling you that the Atlan app is installed.

Configure integration from Atlan to Jira Cloud

To configure the Jira Cloud integration from Atlan, from the Integrations sub-menu:

  1. Expand the Jira tile. (You may need to refresh the page before the following options appear.)
  2. Under the Configurations tab, you can configure the following:
    1. For Projects and issue type, select the Jira projects for which your users are allowed to create tickets in Atlan. For each selected project, next to Issue types, click Edit to select the allowed issue types. (This will default to all projects and issue types, if none are specified.)
    2. For Default Project, select the Jira project to use as your default project from the allowed list of projects.
    3. Click Update to save your configuration.
  3. (Optional) At any future time, you can review the Overview tab to see the number of linked issues between Jira and Atlan.

Atlan is now connected to Jira Cloud! πŸŽ‰

πŸ’ͺ Did you know? The default project is preselected when creating or linking issues to an asset in Atlan. You can change the project while creating or linking issues as needed.

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