Excel 365 Connector for Jira is an integration tool, allowing you to work on your Jira issues with comfort and power of Excel.
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In Excel, in the Home panel find “Connector for Jira”. You will see an icon with the app logo:
In case if you have installed the app, but cannot find it in ribbon, please check ribbon customization options, to make sure app is added and selected in any of visible Excel tabs:
Note: you can easily change its position to fit your need.
Click on the Icon, it will open a panel with app logo, usage examples and action buttons (this page is linked under ‘How to start’
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Type in your Jira URL. Your Jira must be running on https, your URL must not include any trailing signs. Eg. correctly looking link https://your-jira.your-domain.com. If you want save provided URL for the future, then select checkbox “Remember Jira URL”. Click button “Next”.
Depending on your Jira environment, you will see two different views:
For Data Center you will see a login form, where you need to specify your login details:
Username - Username, which you use to login to Jira.
Password - Password, which you use to login to Jira.
Checkbox “Save Username on this workbook”
Button Log in
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Now you can start working with data.
Notice: green plug icon (1) and information about worksheet is managed by Connector for Jira
Edit existing issues.
Create new issues: Create new issue
When you make changes Excel will color some of the cells, more about colors: Color legend [old]ARCHIVED
When you create/edit issues remember to use “Export” button - it will send updates to Jira (it’s like a save button, sending changes to Jira), it will send all changes made in the sheet, with confirmation prompt.
After confirming changes and exporting issues to Jira, coloring will disappear.
If you are creating reports / performing calculations based on available fields: you can use “Refresh” to check, if any data from displayed issues was updated in Jira in the meantime.
When you are done or need a break, you can save the file and get back to it later. Just remember: if you want to send your changes to Jira, you have to log in again.
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Be aware: if you refresh the spreadsheet without sending update to Jira, your work will be lost - since it will download refresh data from Jira.
On the other hand, if you send issues to Jira, after a break or next day - it will override changes made by other users in the fields edited in Excel.
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