Starting with empty worksheet
- Start MS Excel and create blank workbook
- Open Excel Connector for JIRA ribbon (1), click Login to JIRA button (2)
Enter your credentials and click Connect button (3).
There's no need to use administrator account when working with Excel Connector.
Notice that the ribbon has expanded and the worksheet contents have changed. You are now logged into JIRA and ready to do some work.
The following step is to fetch some issues from JIRA
Warning! While using Excel Connector 3.3.x you can be logged in only in one worksheet at the same time. If you would like to work with several sheets you may edit them offline. When your work is done just log out from other sheet and log in on the one you would like to send to JIRA. If you are logged in on one sheet, you will be warned while trying to log in on another.
Information about hidden 4th row data
Warning!
After showing 4th row, please do not edit any of the its data, as it will cause problems with the add-on.
After logging in, there's a 4th row in worksheet that is not visible (see image above). After manually changing its visibility, you can see what it contains (1):
When 4th row is visible, you can see that it contains fields' IDs. It (this 4th row content) is strictly tied with Jira elements and is crucial to successful work of our add-in. You can take a look at the below image presenting column "Sprint" with "customfield_10107" field ID in Jira (you can see this ID in Jira view via Firefox Developers Tools analysis). Its data appear also in corresponding column "Sprint" on worksheet (image above).
After making changes in Excel's spreadsheet, please refer to Color legend page for information about changes in cells background color.
For more details about please see: User roles and permissions in Jira and its representation in Excel Connector