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Jira

Connect Jira to your procurement workflow to automate approvals

Chris Morris avatar
Written by Chris Morris
Updated over a week ago

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

  1. Navigate to admin and select all integrations

  2. Look for the Jira integration under HelpDesk

  3. Click add

  4. Input the following details in Vendr:

    1. User Email: the email address of the user you want to use for the integration.

    2. Jira URL: Copy the URL from your browser's address bar. The URL typically looks like this: https://yourcompany.atlassian.net

  5. 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.

  6. Access Security Settings by clicking on Security in the account settings menu.

  7. Create API Token by clicking Create API token under the API tokens section.

  8. Give your token a recognizable name (e.g. Vendr Integration) and click Create and then press the Copy button to copy the token.

  9. Copy this token securely as it will not be displayed again. You will use this token in the Vendr integration setup.

  10. Input the token into Vendr

  11. Click Save to complete the integration setup.

πŸŽ‰ 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.
​

πŸ‘οΈ 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

  1. Create issues:

    • Create Issues permission: Allows a user to create new issues in a project.

  2. Update issues:

    • Edit Issues permission: Allows a user to edit existing issues in a project.

  3. 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.

  4. Upload attachments:

    • Create Attachments permission: Allows a user to add attachments to issues.

  5. View projects and issue types:

    • Browse Projects permission: Allows a user to view the project and its issues.

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