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There are 3 steps in the process of creating a destination. You can create multiple destinations.
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Step 1- Add new destination
Our application leverages Jira Rest API for programmatic access while updating Object Schema, Object Type, and Attribute configurations of JSM Assets.
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You need help from a Jira Administator for the steps on this page. |
1- Create a Jira Admin User that you will use in the application. I.e. jira_bot@example.com
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3- Login with the bot user and create an API Token. (How to…)
4- Open the Destination tab of our application
5- Click on the “Add new destination” button.
6- Give a name for your destination
7- Fill in the User Email Address (i.e. jira_bot@example.com) and Jira Access Token for Jira Connection Settings
8- Fill in the API Token for the User.
5- The next field is for your Jira Service Management Site Name, which is the first part of your Jira Cloud application URL. For example, if your base URL is https://site-name.atlassian.net, please only enter your "site-name" as shown below.
6- Click “Save & Check Connection”
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Schema Selection Configuration
the Check Destination & Add button.
7- Once the success message is displayed, click Close to return to the list of destinations.
Step 2- Schema Selection
1- Click Set/Select button
2- You have two options in this section. You may create a new Object Schema or use an existing one.
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Pro tip: We recommend creating a new Object Schema and storing |
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your Database related data separately. This way you will be able to set roles only for the necessary users or groups. Remember that the imported data |
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may include personal data. Follow the guidance from your organization on this matter. |
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Option 1:
a- Click the New Object Schema option.
b- Fill in the fields . For example:
Object Schema Name: Salesforce
Object Scham Key: SAL
Description: Auto-generated Salesforce data.
and click the button.
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for your new Schema
c- Click Use/Create Object Schema
d- Click Close to return to the list of destinations.
Option 2:
Select an existing Object Schema and click the button. a- Select the Existing Object Schema option.
b- Search for your existing schema and select
c- Click Use/Create Object Schema
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In case you already have the same Object Types Type in your existing schema, we will inform you and expect them to be updated before moving forward. |
d- Click Close to return to the list of destinations.
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Pro tip: Either you chose Option 1 or 2, make sure that you remove the default values from the Object Schema Roles menu. It should look like the following. Then, only add the relevant users, groups, or apps. |
Step 3- Set Import Token
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To import a large amount of data into JSM Assets, you must generate a key that allows the application to securely transfer the data (more info).
Please add the Import Token for your External Import configuration in Assets.
1- Click on the Import URL link and configure the import configuration. (You may find it in the Schema Selection Configuration sectionon the destination list.)
2- Select the “Import” tab. Click on the “Create Import” button.
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4- Fill in the Name and Description fields.
Name: Salesforce (CRM) Database Importer for JSM Assets
Description: Data is imported from Salesforce CRM an external Database automatically.
5- Click on the 3 dots (…) and select “Generate new token”.
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6- Copy the token.
7- Open the application and destination tab.
8- Click on the Set button for the destination configuration.
9- Paste the token to the Import Token field in Import Token Configuration and click the “Save & Check Import Token”
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8button.
10- If it is successful, click the Close button to return to the list of destinations.
11- Now, it is time to import.