Jira Integration
Account Administrator permission is required to connect Strategic Roadmaps and Jira.
Connecting Strategic Roadmaps to Jira
Connecting Jira in Strategic Roadmaps is a quick and painless process thanks to our one-time Jira setup wizard. In a few short steps, you will learn how to setup Jira with Strategic Roadmaps and be one step closer to bringing your backlog, epics, and stories to life with beautiful roadmap visualizations!
To set up your Jira Server, follow these steps:
Navigate to the Integrations tab found in the Account Settings page
Click the Add an Integration button
Select Jira Software
Input your team details, including the Jira Server Name and Jira Server URL
Click Create Integration
Congratulations! You have successfully setup your Jira Server. It is now accessible to all Collaborators on your account.
Adding Two-Way Jira Integration to Your Account
If required, users on Business plans can add two-way Jira Integration to their accounts. Only Account Admins can set up the add-on package on their team's account. Depending on the plan you have, you can either add the add-on manually or upgrade the entire account. For Professional and Enterprise plans, these advanced features are already included.
Adding the Add-On
If you are on a Business Plan, you can either add-on the Jira Integration or upgrade to a Professional plan.
To do this, simply:
On the Roadmap navbar, click the Account icon.
In the dropdown, select Account Settings.
In the Account Settings dialog, click the Billing icon.
Check the Jira Integration box
Enter your payment information and click Update.
If you don't see the Billing icon in the dialog, you don't have Account Admin permissions. To add the Jira Integration, you must log in using an account that has an Account Admin user role.
Starter Plans
If you have a Starter plan, you can either upgrade to Business and add the add-on, or upgrade to a Professional or Enterprise account.
Integrating your Roadmap with Jira
The following steps require Collaborator or Account Administrator permission.
Now that you have successfully Connected Strategic Roadmaps to Jira, this article will show you how to synchronize your roadmap items with your Jira issues.
Tell Strategic Roadmaps how to Log In to Jira
To set up your roadmap integration, simply:
Open a roadmap.
Click on the Integrate button located at the top right of the screen.
In the dropdown, select Setup Jira Integration.
Click Next to select your teams Jira Server. That's it! You have successfully setup your Jira Server.
Configure your Synchronization Setting
Follow these steps:
Choose to set up either a One-Way or Two-Way Jira Synchronization. A one-way sync will let you import your Epics, Stories, and Issues. A two-way sync will let you automatically sync your Epics, Stories, and Issues back and forth between Strategic Roadmaps and Jira.
From the Schedule dropdown, select how frequently you would like changes to be synchronized.
Click Next.
Click the Add Credentials button to enter in your Jira Username and your API Token (Password for On-Prem Users).
Pulling In Issue Types and Statuses from Jira into Strategic Roadmaps
Select the Jira Project you want to bring into Strategic Roadmaps from the Project dropdown.
Select the Issue Type (Epic, Stories) that you want to bring into Strategic Roadmaps from the Issue Type dropdown.
Select the Status of the project.
Under Import Issue History you can choose if you want to import issues from the past year, 90 days, 30 days, or All Issues. Selecting Only Future Issues will only import issues into your roadmap created after today.
Click Next.
Use the item counter in the bottom left as a guide. Larger item counts will take longer to sync. Start small and add more items as you see fit.
Next, you will be able to select how you would like Jira Relationships to be displayed.
Choose Whether to View Item Links
In order to better visualize your data, users are able to select whether or not they would like their item links displayed in Strategic Roadmaps. These links represent the relationships that have been given to your issues in Jira and can be toggled during this screen or from your Modify Setup window after.
Next, you will be able to select the fields that you want to synchronize to your roadmap.
Map Dates and Sync Fields
Under Dates to Map, you can select the Jira dates that you would like to map to Strategic Roadmaps.
Under Fields to Sync, select the Jira fields that you would like to synchronize to Strategic Roadmaps.
Click Next.
Click Finish to complete the setup process.
Issues Connecting?
If you're having trouble connecting to your Jira Server, your IT team may need to add the Strategic Roadmaps IP addresses to a whitelist. If the issue persists, please consult our troubleshooting guide or connect with our support team.
Modifying Jira Integration Setup
Once the initial integration setup is complete, the roadmap owner will be able to modify the setup at any time. To do so, from the Items Table or in a roadmap visualization, simply click the Jira button in the top right-hand corner and select "Modify Setup" from the drop-down menu. This will open the integration setup menu and you can alter sync settings, credentials, filter issues, and dates & fields.
