Project Online to Jira Integrtation

  • Updated

This article explains how to set up an integration between Project Online and Jira.

Integration Setup

For this integration, you will need to gather the following information:

From Project Online

  • Site URL

  • Username and Password

  • (Optional) Client ID

From Jira

Generate a Jira Cloud API Token

To generate an API Token using Jira Cloud, log into the Jira environment to be used.

  1. Navigate to id.atlassian.com/manage-profile/security/api-tokens.

  2. Click Create API token. A new window will appear.

  3. Give the API Token a Label.

  4. Click Create.

  5. The API Token will appear on the next page.

OneConnect

  1. Go to my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneconnect.ai).

  2. Locate the Project Online to Jira integration. Click the Configure button.

  3. Complete the configuration form.

    1. Complete the Project Online section.

      Note

      Expand the Additional Options area to see all necessary fields to be filled in.

      • Site URL: Enter the Project Online URL (e.g., https://<organization>.sharepoint.com/sites/<site>).

      • Project Online Username: This will be the email address that will need to have access to the SharePoint site.

      • Password: Enter the password for the Username.

        Porject_Online_to_Jira__Project_Setup.png
      • (Optional, Suggested) Client Id + Modern Authentication Checkbox: If desired, modern authentication is available. See Set Up Project Online Modern Authentication for more information.

        Porject_Online_to_Jira__Modern_Authentication.png
    2. Click Next.

    3. Complete the Jira section.

      • Jira URL: Enter the organizations Jira URL (e.g., https://<organization>.atlassian.net).

      • Username: Enter the Jira username that will be used for the integration.

      • API Token: Enter the Jira Token. If using Jira Cloud, follow the instructions in Generate a Jira Cloud API Token.

      • Issue Types: List the Jira issue types to be brought over into Project Online.

      • (Optional) Check this box to sync all issues in the backlog

      • (Optional) Check this box to roll up sub tasks, resources to its parent

      • (Optional) Check this box if you are using Jira Server

    4. Click Next.

Integration Information

Project Online Changes

The following Lookup Tables for Custom Fields will be installed within your Project Online upon installation of the integration.

Lookup Table Name

Level

Value

JiraProjectType

1

Business

1

Service Desk

1

Software

The following Enterprise Custom Fields will be installed within your Project Online upon installation of the integration.

Name

Entity

Type

Lookup Table

Epic

Task

Text

 

Jira Original Estimate

Task

Text

 

Jira Issue Type

Task

Text

 

Feature

Task

Text

 

Story

Task

Text

 

Iteration

Task

Text

 

JiraProjectType

Project

Text

JiraProjectType

Jira Labels

Task

Text

 

Jira Fix Versions

Task

Text

 

Jira Components

Task

Text

 

Jira Reporter

Task

Text

 

Jira Priority

Task

Text

 

Jira Status

Task

Text

 

Default Field Mappings

Projects - Projects

Project Online Fields

Jira Fields

Direction

Notes

Name

Project Name

Both

Required

JiraProjectType

Project Type

Both

Required

Owner

Owner

Both

Required

Tasks - Issues

Project Online Fields

Jira Fields

Direction

Notes

Iteration

Sprint

Both

 

Epic

Epic Link

Both

 

Jira Issue Type

Issue Type

Both

 

Jira Original Estimate

Original Estimate

Both

 

Assigned To

Assignee

Both

 

Remaining Work

Remaining Estimate

Both

 

Start Date

Start Date (Sprint)

Both

 

Finish Date

Finish Date (Sprint)

Both

 

Name

Summary

Both

 

Actual Work

Time Spent

Both

 

Jira Labels

Labels

Both

 

Jira Fix Versions

Fix Versions

Both

 

Jira Components

Components

Both

 

Jira Reporter

Reporter

Both

 

Jira Priority

Priority

Both

 

Jira Status

Status

Both

 

Lookup Jira Project Type - Project Types

Project Online Fields

Jira Fields

Both

Notes

Lookup Value

Type Name

Both

 

Default Scheduled Strategies

SynchTypes: Synchronizes Jira Project Type Key to Project Online lookup table.

ProjectPublish: Synchronizes Projects and Tasks between Project Online and Jira.

JiraReleaseToMilestone: Synchronizes Projects and Tasks between Project Online and Jira.

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