Jira integration | Marketplace | Zoho Sprints Help

Jira integration

Jira is a software development tool used for project management and issue tracking. Jira acts as a platform to plan your projects, manage project related tasks and issues. It also help teams organize and prioritize tasks and issues based on the severity.

By integrating Zoho Sprints with Jira, teams can collaborate seamlessly across both platforms. This integration enables users to sync Jira issues with Zoho Sprints work items and vice versa, ensuring that all project data remains consistent. Comments, and status updates are synchronized in both directions, allowing teams to work in their preferred platform without losing context or creating data discrepancies.

With this integration, teams using Jira or Zoho Sprints can ensure data sync between platforms and smooth coordination throughout the project lifecycle.

Use cases

  1. In a project management firm, there are multiple teams and a few teams use Zoho Sprints while others use Jira for their project management activities. In such instances, you would want the data to be synced across products to avoid data discrepancies. With this integration, you can sync data between the applications and manage your work tasks efficiently across products.

  2. If a client or vendor uses Jira while you manage your project related activities in Zoho Sprints, you can use this integration to enable data sync between the products.

Benefits

  1. Quick two-way sync between products
  2. Flexibility to use both products simultaneously
Info
Availability: Premier and Enterprise plan
Alert
Accessibility: Only workspace owner can enable the integration. Users with the 'Add Item' permission can sync work items from Zoho Sprint to JIRA.
Notes
Note: This integration is supported only for Work Items

Install Jira extension

  1. Click the gear icon at the top-right corner. The settings window will appear.
  2. Click All under the Marketplace section. The listing page will appear.
  3. Select Jira for Zoho Sprints.
  4. Click Install on the following page.
  5. Select the projects and set the accessibility for the users.
  6. Click Install Now. After the installation, you will be navigated to the Configuration tab.

  7. Enter the Jira Domain in the valid format. For ex. https://abc.atlassian.net.
  8. Click Save & Next. Once done, you'll be navigated to the Authorization tab.
  9. Click the Authorize buttons to authorize connections and trigger to grant access to Zoho Sprints and Jira accounts.
  10. Once you click Authorize, you'll be prompted to enter the User Name and Password. In the Password field, please enter your Personal Access Token (PAT).
  11. To create PAT, please access this link.
    1. Team owner: The team owner needs to create PAT without scopes to enable two-way sync between the platforms. When PAT is created without scope, it gives us the ability to register webhook in Jira which aids in syncing the tasks and issues.
    2. Team user: The team users need to create PAT with the below mentioned scopes:
read:jira-work
read:jira-user
Write:jira-work
Notes
Note: While creating PAT, you'll be prompted to enter the expiration period which can be set at maximum of 1 year. After the expiration period, the sync between the products will fail. You can revoke the existing connection and reauthorize the connection with a new PAT.

After entering PAT, your authorization will be successful and the integration will be enabled. You can now sync work items between the products.

Sync Work Items

Work items in Zoho Sprints can be synced with Jira while creating a new item or from within the item details view. The sync occurs from Zoho Sprints to Jira first. After that, any subsequent activities performed on the issue in Jira will be synchronized back to Zoho Sprints.

From item creation page

  1. Navigate to a project in Zoho Sprints.
  2. Click the drop-down beside the Create button at the top right and select Create Item.
  3. Enter the item details in the required fields.
  4. Click the Add to Other apps button and select Sync to Jira.

  5. The Jira section will open. Select a Jira project from the dropdown.
  6. Enter values in the mandatory and other required fields.
  7. Click Sync.

From item details page

  1. Navigate to a project in Zoho Sprints.
  2. Select an existing work item.
    You'll land in item details page.
  3. Click the Jira widget in the item's right navigation bar.

  4. Click the Sync to Jira button.

  5. Select a Jira project for the work item to sync.
  6. Once this is done, there will be two sections of fields.
    1. Synced fields: Mandatory Jira fields will be listed under this section with the field values fetched from Zoho Sprints. These field values can't be edited if prefilled. If the values aren't added in Zoho Sprints, you'll be prompted to enter them in this section.
    2. Unsynced fields: Other Jira fields will be listed in this section. Enter mandatory field values and other values if needed.
  7. Click Sync.
The work item of Zoho Sprints will now be synced in Jira. Click the View in Jira button to view the respective work item in Jira.

Once the sync is done, Zoho Sprints work item link will be added in Jira's issue description. If the user edits the description and removes the hyperlink, the user wouldn't be able to navigate to Zoho Sprint's work item. However, every time the user edits the issue description in Sprints, the work item's link will be included again in Jira.

Feature behaviour

Sync scenarios

Assignee:
  1. When a work item is synced from Zoho Sprints to Jira and when the item has multiple assignees, the system checks for the respective assignees in Jira. The work item will be assigned to the first found assignee as Jira supports a single assignee per issue. If the respective assignees are the unavailable in Jira, the Jira issue will be left unassigned.

  2. For a synced item, if the assignee is updated in Zoho Sprints, the system will check for the new assignees in Jira and the first found assignee will be updated in Jira.

  3. For a synced item, if the assignee is updated in Jira, the system will check if the new assignee is already added as an assignee in Zoho Sprints. Otherwise, the system will add the new assignee in addition to the existing assignees.

  4. Assignees will not be synced from Zoho Sprints to Jira if the team owner has masked the workspace users email address.

  5. Assignees will not be synced from Jira to Zoho Sprints if the assignees' have setup mail visibility as 'None'. Learn more
Status:

  1. When the item is synced from Zoho Sprints to Jira, the system checks for matching value in Jira without considering case sensitivity. If a matching status exists, the value will be pre-filled. If it does not exist in Jira, issue will be created in default status.

  2. For a synced item, if the status is updated in Jira/ Zoho Sprints, the system will check for matching values in the other application. If the respective value is found, the status will be updated. Otherwise, the existing status will be retained for the work item.
Priority:
  1. When an item is synced from Zoho Sprints to Jira, the system checks for the matching value in Jira without considering case sensitivity. If a matching priority exists, the value will be pre-filled. If it does not exist in Jira, the user be prompted to select an equivalent priority before syncing (if priority is set as a mandatory field) or the user can skip entering priority for the item.

  2. For a synced item, if the priority is updated in Jira/ Zoho Sprints, the system will check for matching values in the other application. If the respective value is found, the priority will be updated and synced. Otherwise, the existing priority will be retained for the work item.

Tags:
  1. For synced item, if the tag is updated in Jira/ Zoho Sprints, the system will check for the matching values in the other application. If the respective value is found, the tag will be updated and synced.

  2. If the matching tag is unavailable, and if the update is done from Jira, the existing tag will be retained in Zoho Sprints.

  3. If the matching tag is unavailable, and if the update is done from Zoho Sprints, a new tag will be created and added to the issue in Jira.

  4. When a tag created in Zoho Sprints is synced to Jira, any spaces (' ') added to the tag name are replaced with underscores ('_') .

  5. When a tag created in Jira is synced to Zoho Sprints, any underscores ('_') in the tag name are replaced with spaces ('_').
Attachments:
  1. When an item is synced from Zoho Sprints to Jira, any existing attachments will not be synced to Jira. Only new attachments added after the item sync will be synced to Jira.

  2. Attachments added in Zoho Sprints will be synced with Jira. However, any attachments added in Jira will not sync with Zoho Sprints.
  1. Each attachment's file size should not exceed more than 15MB.  
Comments:
  1. When an item is synced from Zoho Sprints to Jira, any existing comments will not be synced to Jira. Only new comments added after the item sync will be synced to Jira.

  2. Each comment will include a custom header that displays the details of the user who posted it, as well as the product it was associated with.
Two-way Sync:

Two-way sync from Zoho Sprints to Jira and vice versa happens between the following fields:

Sprints
Jira
Status
Status
Priority
Priority
Item name
Summary
Comments
Comments
Description
Description 
Tags
Labels 
Assignee
Assignee


Supported field types during sync:

Values belonging to the below field types will not be synced from Jira to Zoho Sprints. Users need to fill the values manually. The field types are:
  1. Cascading select
  2. Date picker
  3. Date/ Time
  4. Float
  5. Group picker
  6. Multi-group picker
  7. Multi-check boxes
  8. Multi-version
  9. Radio buttons
  10. Text area
  11. Text field
  12. URL
  13. User picker
  14. Multi-user picker
  15. Version
  16. Story points
  17. Reporter
  18. Due date
  19. Project
Any field types apart from the above mentioned field types that Jira supports or created through third-party apps is not supported in Zoho Sprints and will not show up in the Zoho Sprints layout. In case these fields are set mandatory, users need to change this field to an optional field to sync the work item without any issues. 

Character limitation:

Jira supports only 32,000 characters in Comments and Description. If you are trying to sync a work item from Zoho Sprints to Jira which has more than 32000 characters in Comments and Description, only the first 32,000 characters will get synced to Jira.

Remove Sync

If you want to stop the work item's sync from Zoho Sprints to Jira, you can remove the sync using this option.
  1. Navigate to the respective work item in the project.
  2. Click the Jira widget in the item's right navigation bar.
  3. Click Remove Sync.
  4. Confirm your action and click Remove.

Disable Jira extension

To disable the extension:
  1. Click the gear icon at the top-right. The settings window will appear.
  2. Click All under the Marketplace section. Navigate to installed extensions tab and all installed extensions list will appear.
  3. Click Jira for Zoho Sprints.
  4. Click Disable

Disabling the extension will temporarily stop the extension from running and can be enabled again anytime when it is required.

Uninstall Jira extension

To remove this extension from your workspace completely, you can uninstall the extension.

To uninstall the extension:
  1. Click the gear icon at the top-right. The settings window will appear.
  2. Click All under the Marketplace section. The listing page will appear.
  3. Click Jira for Zoho Sprints.
  4. Click Uninstall



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