This article applies to:
Admins
All Products
Estimated time: Less than 5 mins
About this Article
This article covers installing the Jira integration for use with Automations.
How it works
The Jira integration streamlines your procurement workflows by enabling teams to complete procurement approvals directly within Jira. This integration allow you to create your own automations that creates Jira issues with key details from the Vendr intake and workflow steps, and syncs comments and documents, allowing your team to complete approvals quickly, eliminating manual steps and enhancing efficiency.
NOTE
Installing the Jira integration enables you to select Jira from the automation builder. To configure what the Jira integration should do you will need to build an automation.
Common uses of the Jira integration
Automated Issue Creation: Automatically create Jira issues for procurement requests, eliminating the need for manual data entry.
Seamless Communication: Sync comments and updates between Vendr and Jira to keep all stakeholders informed.
Document Management: Attach relevant documents to Jira issues directly from Vendr, ensuring all necessary information is easily accessible.
Approval Workflows: Manage procurement approvals within Jira, leveraging Jira's workflow capabilities to streamline the approval process.
Requirements
Must be a Vendr admin
Must be a Jira admin
Install the integration
Navigate to admin and select all integrations
Look for the Jira integration under HelpDesk
Click add
Input the following details in Vendr:
User Email: the email address of the user you want to use for the integration.
Jira URL: Copy the URL from your browser's address bar. The URL typically looks like this:
https://yourcompany.atlassian.net
Create a Personal Access Token Logging in to Jira and Navigate to Account Settings by clicking on your profile icon in the top right corner and selecting Account Settings. Note: The token will inherit the user permissions of the person that created the token. That means Vendr can perform any action that the user can perform within Jira. If you would like to restrict access you can create a dedicated service user for this integration.
Access Security Settings by clicking on Security in the account settings menu.
Create API Token by clicking Create API token under the API tokens section.
Give your token a recognizable name (e.g.
Vendr Integration) and click Create and then press the Copy button to copy the token.Copy this token securely as it will not be displayed again. You will use this token in the Vendr integration setup.
Input the token into Vendr
Click Save to complete the integration setup.
🎉 Congrats! Your integration is now connected.
Next Steps
Permissions
In Jira, when creating a Personal Access Token you don't directly set specific scopes. Instead, the Personal Access Token inherits the permissions of the user who created it. This means that the token can perform any action that the user can perform within Jira.
For the Vendr integration to work properly the user must have the following permissions enabled.
👁️ Vendr will be able to view:
View projects
View project issue types
View issues
🫳 Vendr will be able to do:
Create issues
Update issues
Manage notifications
Upload attachments
API Scopes
API Scopes
Create issues:
Create Issues permission: Allows a user to create new issues in a project.
Update issues:
Edit Issues permission: Allows a user to edit existing issues in a project.
Manage notifications on issues:
Browse Projects permission: Allows a user to view issues and receive notifications.
Manage Notifications permission (optional, depending on notification scheme settings): Allows a user to configure notifications for issues.
Upload attachments:
Create Attachments permission: Allows a user to add attachments to issues.
View projects and issue types:
Browse Projects permission: Allows a user to view the project and its issues.