Setting up Jira and Jira Service Management as a source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Jira Access: An API token is required. In Jira, any user can create an API token, but the token will only carry that user’s existing role and group permissions. For this reason, we recommend that a Jira administrator be the one to link the account with the following roles:

Company-Managed Projects

Basic Project Access

1. Navigate to Project Settings → Permissions → Actions → Edit Permissions → Browse Project
2. Click Update to grant roles access to the project

Issue-Level Security (Advanced)

Company-managed projects may have issue-level security that restricts specific issues (tickets) to certain users, roles, or groups.

To grant site-admin access to all security levels:

1. Go to Jira Settings → Issues → Issue security schemes
2. For each security scheme, click on its Security Level (under Actions)
3. For each security level:
   • Click Add (under Action)
   • Select Group from the dropdown
   • Choose site-admins from the group dropdown

Important: The site-admin group must be added to each security level individually to ensure full access across all restricted issues.

Team-Managed Projects

Adding Project Access

1. Go to Project Settings → Access
2. Click Add People to grant users access to the project

1. Navigate to Manage > Sources.
2. Select Jira Issues or Jira Service Management Issues from the icon menu.
3. Select Authorize access and click Next.
4. Review objects synced and click Next.
5. Use the Date filter to select the date from which you'd like to sync data. Add additional filters if desired.
6. In the text field, enter your subdomain.
7. Enter the email address that you use to log into your Jira or Jira Service Management account.
8. Enter your API key and click Next.
9. When the connection is confirmed, click Finish.
10. Optional: Rename the Source
11. Click Connect.
12. Select which Groups you'd like to have access for this Source.

Objects Synced from Jira and Jira Service Management

The table below lists the objects we sync from Jira and Jira Service Management. Note: If the authorized user has access to both Jira and Jira Service Management under the same account, connecting to one will automatically connect both since they share the same APIs. To avoid this, we recommend creating a dedicated service account with access restricted to only the Jira projects you want to sync.