Jira Integration for Administrators (NextGen)

Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.

Contents

Overview

As an administrator, managing workflows and ensuring productivity across your team is crucial. With the Betterworks Jira integration, you can seamlessly integrate your Jira workflow into your milestone tracking in Betterworks. By linking Jira issues to milestones in Betterworks, you can increase transparency and accountability; enabling you to make data-driven decisions, track overall progress, and drive success. 

Anyone who uses Jira to track tasks, features, or projects in their workflow can benefit from this integration. For instance, engineers can use it to show bugs that they have to squash and product managers can use it to track the shipment of features.

 

Configuration (Atlassian-hosted Jira Instance)

Note: You must be an administrator in Jira and a Super Admin in Betterworks to set up the integration. 

These steps are for Jira instances that are hosted by Atlassian in the cloud. 

  1. In Betterworks, access the Third-party page.
    • Click Admin on the top banner menu.
    • Select the Program Configuration header from the left panel.
    • Select Integrations.
    • Select the Third-party tab. 
       
  2.  Scroll down to Jira and expand the section.


     
  3. Click the toggle to Enable the integration.
     
  4. In Jira, generate an API token.

     
  5. Back in Betterworks, enter the applicable information. 
    • Instance Name. 
    • Credentials (email address). 
    • Host URL. 
    • Password (API token).


       
  6. Click Create

Configuration (On-premises Jira Instance)

Note: You must be an administrator in Jira and a Super Admin in Betterworks to set up the integration. 

These steps are for Jira instances that are hosted by your organization on-premises. 

  1. In Betterworks, access the Third-party page.
    • Click Admin on the top banner menu.
    • Select the Program Configuration header from the left panel.
    • Select Integrations.
    • Select the Third-party tab. 
       
  2. Scroll down to Jira and expand the section. 


     
  3. Click the toggle to Enable the integration.
     
  4. Back in Betterworks, enter the applicable information. 
    • Instance Name. 
    • Credentials (email address). 
    • Host URL. 
    • Password. 

  5. Click Create

If your instance is behind a firewall your organization's IT Team will need to open a port so that the Betterworks application can access the Jira instance. Be sure to include the port number at the end of the Host URL (i.e. https://jira.organization.com:1234). Your organization's IT Team may also need to allow the following Betterworks IP addresses to the firewall's safelist:

  •  
    • 18.235.225.62/32
    • 54.198.90.129/32
    • 54.237.162.217/32

Troubleshooting

If you face any issues with the Jira integration setup, keep the following in mind:

  • Confirm that the token API linked to your JIRA instance is correct and has not expired.
  • Be sure to add "https" to the Host URL.
  • Ensure the credentials for the Jira user account are up-to-date.
  • If you've just completed the integration setup, you may need to log out and log back into Betterworks for the connection to be reflected. 

FAQs

How can I create a JIRA user with read-only permissions for Betterworks users?

You can create a Jira user with read-only permissions for Betterworks To do this:

  • Log in to your organization's Jira instance as an administrator.
  • Navigate to the User Management page.
  • Click the Create User button.
  • Fill out the user details, including the username and email address.
  • Set the appropriate permissions for the user. 
    • Read-only access to the Jira project and save the user profile.
  • Click Save.

Once the Jira user has been created, you can provide the username and password to the Betterworks users who need access to Jira. They will be able to see the Jira issue, name, and resolution for every project that is available to that Jira user. No other details from the Jira instance will be captured by Betterworks. For more information on creating JIRA users, you can refer to Jira's documentation.

Is it possible to connect multiple instances of JIRA in the integration if my organization is using multiple instances?

Yes, you can connect multiple Jira instances to Betterworks.