Get Started [in Jira]

There are some differences in configuration, page will be divided into Cloud / Server & Data Center.

Cloud

Server & Data Center


Thank you for choosing Excel 365 Connector!

On this page you will learn how to configure app and how to start using it to its true potential.

We will cover:

  • App usage

  • Configuration

  • Features

  • Documentation, Support & Feedback

App usage

Excel 365 Connector allows you to use the power of Excel in managing Jira issues. This is a 2-way communication, you can get insights from data and modify needed field values. You can make bulk changes or monitor Jira issues without the need to log in to Jira in browser. Users can also create new or edit issues directly from Excel workbooks and perform bulk operations

Configuration

Jira: Jira Administrator needs to install app

In order to use the app in Jira it needs to be installed by user with permission to install apps.

Please contact your Jira Administrator with links to our app if you would like to try it on your Jira.

 

Cloud

Server & Data Center

  1. Make sure and double check that Jira is configured to run on HTTPS

  2. You must add https://ec365.ttae.com.pl to your Allowlist (Whitelist)

That’s all!

Excel: Install “Connector for Jira”

Each user interested in using the app needs to have app installed e.g. from the MS Store: https://appsource.microsoft.com/en-us/product/office/WA200001970

In some cases, where MS Store is disabled by company policy, app can be installed through Admin Center / SharePoint App Catalog. Read about: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2024079472

That’s all!

Log in:

Cloud

Each user must create API token, and use it to log in: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/876019732

Server & Data Center

Each user needs to login with their Jira username and password also providing Jira base URL

That’s all!

Notify users

As a Jira Administrator you might want to notify you users about new features and new possibilities which come with new app installed, we prepared 2 templates which can be used / modified to notify your users about those changes. Make sure it fits you company communication style.

Cloud

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Hey Team, We installed new app "Excel 365 Connector" in our Jira, it allows to manage Jira issues in Excel. If you would like to use the app, You need to install 'Connctor for Jira' in your Excel, directly from the MS Store, here is the link: https://appsource.microsoft.com/en-us/product/office/WA200001970 When it's installed just follow the instruction to login, You will need an API key (generate it) and our Jira URL Here you can check the get started page from the app documentation: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2418049025/Get+Started Cheers, Admin

Server & Data Center

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Hey Team, We installed and configured new app "Excel 365 Connector" in our Jira, it allows to manage Jira issues in Excel. If you would like to use the app, You need to install 'Connctor for Jira' in your Excel, directly from the MS Store, here is the link: https://appsource.microsoft.com/en-us/product/office/WA200001970 When it's installed just follow the instruction to login, You should use your username, password and our Jira URL Here you can check the get started page from the app documentation: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2418049025/Get+Started Cheers, Admin

Features:

Excel 365 Connector honors Jira permission schemes.

Import issues

With app installed, you can easily import issues into Excel with use of favourite filters or build JQL, you can use multiple sheet. You can use Desktop and Web based Excel version and get issue data, that you need. Now you can use Excel to run analyse or update data.

Here you can read more: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2411986945

Export issues

When you get issues into Excel, you can start editing them (with respect to Jira permissions). You can also create new Jira issues, right from the Excel. It can be done with ‘Create’ button or ‘#' sign in Key column. When you want to send changes just use the 'Export’ button.

Here you can read more: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2412052481

Templating

This feature allowing to insert variables into spreadsheet and fill it with specified issue data. It can be used for creating templates and fill it in real time (powered by Excel).

Here you can read more: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/1871577089 https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2411986952

Sending issue structures

This feature allows user to send whole structures of newly created issues connected together at once, without creating parent issue first. With this ability, you can create issue types with tasks and subtasks. This runs on temporary/virtual issue IDs, which are converted to Issue keys when sending changes to Jira.

Here you can read more: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2342682625

Custom field management

We have support a lot of Jira fields to be in the columns of our plugin inside Excel worksheet. You can also select Visible/Invisible fields to customize your Excel sheet.

Here you can read more: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/936804359

Documentation, Support & Feedback

Documentation

Here you can find our app Documentation: ​​https://psc-software.atlassian.net/wiki/spaces/ECSD365

Support

If case of any issues with the app, or if you have ideas for new features or improvements, please let us know by creating a ticket on our Customer Portal

If you think you found a bug, please describe the behaviour and steps explaining how to reproduce your problem - we will do our best to fix it. To speed up the process, in the initial contact please include:

Feedback

Each day, we are working to improve our app by bring new features. If you like it or if it saves you time, help us by letting other Jira Admins to know about it. You can do it by leaving a review or feedback on marketplace. We really appreciate it, it gives us a boost

Leave a review: Cloud, Server, Data Center

If you would like to share your success story or your usage examples from your organization, please let us know through Customer Portal, we would love to hear how our apps helps you on a daily basis.

Share your story !