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Jira Project Integration - Integration Setup

  • Updated

This article explains how to set up the integration between OnePlan Plans and Jira projects.

OnePlan

For the integration configuration, you will need to collect the following information from OnePlan:

  • the group name

  • an authentication key

  • the authentication key name

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.

  1. Log into your OnePlan group using your Office365 account.

  2. Open the Admin pages by clicking on the Settings (gear) icon.

  3. Select Integration on the Admin Navigation panel.

  4. Click the + (plus) icon in the Authentication Keys

  5. Save the App Name and the Key somewhere safe, as this will give any program access to your OnePlan group. The key will no longer be viewable once the page refreshes or you navigate elsewhere.

OnePlan_Authentication_Key.png

Jira

For the integration configuration, you will need to collect the following information from Jira:

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

  • Jira username

  • API token

To generate an API Token in Jira:

  1. Log into Jira.

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

  3. Click Create API Token. A new window will appear.

  4. Give the API Token a unique Label.

  5. Click Create. The API Token will appear.

  6. Click Copy. Green text will appear below the API Token field saying: API token copied to clipboard.

  7. Click Close.

OneConnect

To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.

Navigate to Jira Project and OnePlan Plans. Click the Configure button.

Jira_Projects_-_Select_Integration.png

OnePlan Section

  1. Group Name: Enter the OnePlan Group name you will be integrating into.

  2. Authentication Key: Enter the OnePlan Authentication Key generated from OnePlan.

  3. (Optional) OnePlan URL: For clients that have their oneplan.ai hosted outside of the United States, please enter the OnePlan URL used.

    Note

    Options currently are: https://au.oneplan.ai, https://ca.oneplan.ai, https://eu.oneplan.ai.

  4. Click Next.

Jira_Projects_-_Configuration_-_OnePlan.png

Jira Section

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

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

  2. Username: Enter the Jira username to be used to access environment.

  3. Jira API Token: Enter the API Token to access Jira account.

  4. Jira Issues toOnePlan Backlog: Enter the list of Jira issue types that will be brought into OnePlan as backlog items. Default values are Task, Bug, and Story.

    Jira_Projects_-_Configuration_-_Jira.png

  5. (Optional - Checkbox) Sync with next-gen Jira: (Default) When unchecked, only the older versions of Jira can be synched between OnePlan and Jira. If using next-gen Jira (aka team-managed projects), check the box to enable synching between Jira and OnePlan.

  6. (Optional - Checkbox) Utilizing Jira Server: (Default) When unchecked, access to Jira will go through the cloud.

  7. (Optional – Checkbox)Adding unassigned issues: When projects are updated, it will set the project’s assignee to Unassigned instead of Project Lead (Default Value).

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