Get Started [in Jira]

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

Cloud

Data Center

Thank you for choosing Excel 365 Connector!

On this page you will learn how to configure the app and how to use it to unlock its full 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

Data Center

Make sure and double check that Jira is configured to run on HTTPS
You must add https://ec365.ttae.com.pl to your Allowlist (Whitelist)

That’s all!

Excel: Install “Connector for Jira”

Each user must install the app individually, e.g. from the MS Store: https://appsource.microsoft.com/en-us/product/office/WA200001970

In case of MS Store being disabled by company policy, app can be installed from Admin Center / SharePoint App Catalog. Read about: Disabled access to Excel MS Store or offline installation

Log in:

Cloud

Each user must create API token, and use it to log in: How to generate API token

Data Center

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

Notify users

If you wish to notify fellow users about the new app, we have prepared 2 templates that you may use to do so. Make sure they fit your workplace communication style.

Cloud

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 'Connector 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

Data Center

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 'Connector 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:

Import issues

With the app installed, you can easily import issues into Excel with the use of your favorite filters or by building JQL queries, you can use multiple sheets. You can use Desktop and Web based Excel versions and get issue data, that you need. Now you can use Excel to run, analyse or update data.

Here you can read more: General - Import

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: General - Export

Templating

This feature allows to insert variables into spreadsheets and fill them out with specified issue data. It can be used to create templates and fill them out in real time (powered by Excel).

Here you can read more: Templating [v1.5.0]archived Templating

Sending issue structures

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

Here you can read more: Export issue structures

Custom fields management

We support a lot of Jira fields and made them available in the columns of our plugin inside Excel worksheets. It is possible to select Visible/Hidden fields to customize your Excel sheets.

Here you can read more: Supported fields

Documentation, Support & Feedback

Documentation

Here you can find our app Documentation: Excel 365 Connector for Jira

Support

In case you face any problems 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 have found a bug, please describe the app’s behavior and explain, step by step, how to reproduce the error - we will do our best to fix it. To speed up the process, during initial contact please include:

Environment (Excel, Excel 365 Connector and Jira versions)
Application logs: Settings | Logger

Feedback

We are constantly working on improving our app by adding new features. If you like it, or if it saves you time, help us by letting other Jira Admins know about it. You can do it by leaving a review or sending feedback on the 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 !