Jira Connection Configuration
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1- Create a Jira Admin User that you will use in the application. I.e. jira_bot@example.com
2- Make sure that the user has a JSM Agent License, too.
3- Login with the bot user and create an API Token. (How to…)3
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In case the user is an external user then you need to enable API access for the external user first. You may find the related Atlassian Documentation below: https://support.atlassian.com/security-and-access-policies/docs/set-api-token-access/ |
4- Fill in the User Email (jira_bot@example.com), and Jira Access Token for Jira Connection Settings.
45- Jira Service Management Site Name is the first part of your Jira Cloud application URL. For example, if your base URL is https://site-name.atlassian.net Please just enter your "site-name" below.
56- Click “Save & Check Connection”
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If you don't get a success message. You need to review user permissions and site allow lists. User Permissions: The user needs to be a Jira Admin and have a JSM User license. Site Allow List: If you are using an IP allow list, then you need to add the Forge IP addresses to your list to be able to access your site via our application. https://piosoftware.atlassian.net/wiki/spaces/WS/pages/1277953/FAQ#Security |
Schema Selection Configuration
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Description: Auto-generated Azure AD data.
and click the button.
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Option 2:
Select an existing Object Schema and click the button.
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In case you already have the same Object Types in your existing schema, we will inform you and expect them to be updated before moving forward. |
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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. |
Import Token Configuration
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2- Select the “Import” tab. Click on the “Create Import” button.
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3- Select “External Import” and click “Next”.
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4- Fill in the Name and Description fields.
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5- Click on 3 dots (…) and select “Generate new token”.
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6- Copy the token.
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7- Paste the token to the Import Token field in Import Token Configuration and click “Save Import Token”
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8- Now, it is time to import.