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Connect to Jira

Manage Jira Design Controls and Quality Events within Qualio

Natana Parata avatar
Written by Natana Parata
Updated over a week ago

30-Day Validation Features: One or more of the features here are part of the November 2024 Launch Train and currently only available in your sandbox instance during the validation period. They will be released to all production instances on December 12, 2024, based on plan eligibility. Learn More

Integrate Jira with Qualio to connect your issue tracking and project management data. This integration enables you to:

  • Automatically sync Jira issues into Qualio.

  • Link issues to design controls, events, and other quality processes.

  • Improve traceability and collaboration between development and quality teams.

IMPORTANT: The following steps may require authentication, approval, or direct involvement from your Jira administrator in order to successfully set up and configure the connection. Please speak with your administrator if you have any questions.

Preparing to integrate Jira to Qualio

Create a Service User Account (Recommended)

Before connecting, we recommend creating a dedicated service user account in Jira for the integration. This helps:

  • Avoid Disruptions: Prevent integration issues if a personal account used for authorization becomes inactive (e.g., due to an employee leaving the company).

  • Control Access: Ensure that only the intended data is accessible within Qualio by granting the service user appropriate permissions in Jira.

Create a Jira API Token

Create an API token from your Atlassian account. We highly recommend creating or using a service user that belongs to a group, rather than an individual. This will prevent connectivity issues if an individual leaves.

  1. Log in to https://id.atlassian.com/manage/api-tokens

  2. Click Create API token.

  3. From the dialog that appears, enter a memorable and concise Label for your token and click Create.

  4. Click Copy to clipboard, then past the token to your script, or elsewhere to save.

Please note, for security reasons it isn’t possible to view the token after closing the creation dialog; if necessary, create a new token. You should store the token securely, just as you would for any password.

Setting Up the Jira Integration

  1. Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.

  2. Connect to Jira: Click the "Connect" button for Jira.

  3. Enter the following details to the integration page:

    1. Jira Workspace URL

    2. Email address for the service level user in Jira (recommended above)

    3. API Token from the preparation step above.

  4. Jira will display on the 'Your integrations' section of the Integrations tab.

Creating Automated Workflows

Once you've set up the Jira integration, you can automate workflows within Qualio.

Learn more: Create Workflows with Integrations

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