Jira Integration

Create links and track issues.

Jira Software is built to plan, track, and release software. It enables you to create user stories and issues, plan sprints, and distribute tasks across your software team.

Functionality overview

Jira integration lets you create issues from TestMonitor issues. Each issue contains the TestMonitor issue code, name, description, status, impact, category, priority, and assignee. Issue links also include attachments.

When TestMonitor sends an issue to Jira, a link back to TestMonitor is included. This lets you check issue progress.

Setup requirements

  • You must have a TestMonitor administrator account.
  • You must have a Jira account (with permissions to create issues).

Installation and configuration

Obtaining Jira credentials

Before you can run the integration, you need a Jira API token. Read more about generating Jira access tokens via this link.

Configuring the integration

Once you have the Jira credentials, start TestMonitor integration. There are two Jira integration options.

From the TestMonitor dashboard header:

  • In the top right corner of the dashboard, click the project selector next to the bell.

  • Select a project on the drop-down menu.

  • Click the project selector again and then click Project settings.

  • On the project Details page, click Integrations on the left menu.

  • Click the Connect button on the Jira panel.

From the TestMonitor Settings page:

  • Click the Cog in the header. The Settings page displays.

  • On the left menu, click Projects.

  • Click the project you want to connect to Jira. 

  • On the project Details page, click Integrations on the left menu.

  • Click the Connect button on the Jira panel.

integrations-1

 
When you click the Connect button, the Jira configuration displays. Fill in the following fields:
  • Jira Instance: The URL to your Jira instance (e.g. https://company.atlassian.net/).

  • User: The email address of your Jira account.

  • Token: Your Jira API token.

  • Project: The name of the Jira project that you want to connect to.

  • Issue Type: Select the type that you want to use when creating a Jira issue (e.g. bug, task, or story).

  • Automatic / manual: Automatic sends every issue to Jira. Manual allows you to pick issues individually. 

configuration-jira

 
Click Save. When successful, the Jira panel refers to your Jira instance as connected.

Using the integration

If you choose automatic, TestMonitor sends all new issues to Jira. You can view them in the Jira issue overview. Each issue contains the TestMonitor issue name, description, status, impact, category, impact, assignee, and attachments. 
If you choose manual, you must go to the Details page of an issue and then click Send to Jira button. The issue is now in the Jira issue overview. 

 

When TestMonitor sends an issue to Jira, the Jira issue description contains a link to the issue in TestMonitor.

To view the issue in Jira, go to the Issue Details page in TestMonitor and then select Open in Jira.

Uninstalling the integration

There are two ways to uninstall Jira integration.

From the TestMonitor dashboard header:

  • In the top right corner of the dashboard, click the project selector next to the bell.

  • On the drop-down menu, select the project with the integration.

  • Click the project selector again and then click Project settings.

  • On the project Details page, click Integrations on the left menu.

  • Click the Disconnect button on the Jira panel and then Delete to confirm.

From the TestMonitor  Settings page:

  • Click the Cog in the header. The Settings page displays.

  • On the left menu, click Projects.

  • Click the project with the integration you want to disconnect. 

  • On the project Details page, click Integrations on the left menu.

  • Click the Disconnect button on the Jira panel and then Delete to confirm.

 

When uninstalling the integration, links between the TestMonitor issues and Jira issues are removed as well. This cannot be undone.

 

Frequently asked questions

When I update the Jira issue status, is the TestMonitor issue status updated as well?

Right now, TestMonitor doesn’t poll Jira for any changes. This avoids status conflicts between the two systems. 
 

I am unable to connect to my Jira installation. What should I do?

If you are unable to connect to Jira please check the following:
  • Is your URL similar to https://company.atlassian.net/?

  • Does the email address you provided in the configuration correspond with your Jira email address?

  • Did you generate and use a Jira API token?

  • Did you set up a Jira project?


Can I set up different Jira instances for each project?
Yes, you can use a different Jira environment or project for each TestMonitor project.