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    Airtable Sync integration: Jira Cloud
    • 08 Oct 2024
    • 5 Minutes to read
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    Airtable Sync integration: Jira Cloud

    • Dark
    • PDF

    Article summary

    Plan availability

    Business and Enterprise Scale access only

    Permissions

    Owners/Creators - In order to create or update synced tables, you'll need to have creator permissions in the base where you are setting up the sync.

    Platform(s)

    Web/Browser, Mac app, and Windows app

    Related reading

    • Sync - Basic setup - If you haven’t set up a sync before, we recommend first reading this article to become familiarized with how the Airtable Sync feature generally works.

    • Airtable Sync FAQs - Answers to common questions that might help unblock you if you are encountering issues.

    Learn how to use the Airtable Sync integration feature to bring information from an external application into Airtable as a new table in your base. Sync integrations are always a one way sync from the external application into an Airtable base, so changes made in Airtable cannot be synced back to the external application that you are syncing with.

    This article covers how to sync Jira issues found in specific filters to an Airtable base. Customers utilizing Jira Server / Data Center should consult this support article instead.

    Setting up a Jira Cloud sync in Airtable

    Step 1: Add a new synced table

    Start by clicking the + symbol next to your list of tables. Then, under Sync data from, select the Jira Cloud option.

    1500007090121addsyncedtable.gif

    Step 2: Select a Jira account

    Select an existing Jira account (if you’ve already connected to Jira), or link to a new Jira account. Once you link to the account, select the “Site” that you want to use to create the synced table - all of your existing sites will be available as options to select.

    1500006904582selectaccount.png

    You’ll then be able to choose which issue “Filter’ to use for creating Airtable records.

    Step 3: Choose a filter

    It’s important to choose a filter with conditions that won’t change. Whenever a filter’s conditions are changed in Jira, records that no longer match are deleted, along with any additions made in Airtable.

    For example, if you’ve synced a filter that only has open bugs, and a bug is closed, the Airtable record will be deleted along with any record comments and activity, and other field data that may have been added. If that same bug is reopened, a new Airtable record will be created. As a result, we recommend choosing a filter that is unlikely to change.

    Step 4: Select fields to sync

    After clicking Next, you’ll be presented with two sync options; you can sync:

    1. All fields from the source view (Jira), including any fields added by Jira in the future.

    2. Specific fields from the source view (Jira).
      1500007090261selectfields.png

    If you choose to sync specific fields you’ll be shown a menu where you can toggle each individual field that you want to sync from Jira.

    1500007090421fields.jpeg

    Field data that can be synced from Jira - Below is a list of all of the field data that is provided by Jira that can be synced to Airtable:

    Issue Key

    Priority

    Parent

    Summary

    Labels

    Environment

    Description

    Time Spent

    Affects Versions

    Status

    Aggregate

    Epic Name

    Project

    Time Spent

    Sprint

    Issue Type

    Time Remaining

    Reporter

    Created

    Aggregate Time Remaining

    Flagged

    Updated

    Original Estimate

    Story Point Estimate

    Components

    Due Date

    Start Date

    Story Points

    Linked Issues

    Issue Color

    Fix Versions

    Assignee


    Step 5: Create a synced table

    Before creating your synced table, there are Settings options that will allow you to choose how often you want to sync, and how to handle records that are deleted or hidden from the source (Jira). These options are:

    • The frequency of syncing. Right now, the options are manual syncing and automatic syncing which happens as often as every 5 minutes, but can, at times, take longer.

    • Whether or not deleted records (issues in the selected Jira filter) should be removed from the Airtable table. By default, deleted events will be removed.

    1500006904762createsyncedtable.png

    Once you’ve selected your desired settings, click the “Create table” button. The sync operation will retrieve all issues in the selected Jira filter and generate Airtable records.

    1500006904802syncedtable.png

    Security and OAuth scopes

    Authentication

    Airtable only interacts with a single Jira external account type, so the scopes listed here are also used for the Jira automations actions. This is why the scopes include write permissions. The OAuth consent screen will look like this:

    4407012319127OAuthScreenJira.png

    Airtable will only have access to the issues and filters that the user who connected the Jira sync has access to. If the user who connected a Jira sync leaves the company and their Jira account gets deactivated, the sync will stop working.

    Note

    There is no separate plugin or app that needs to be installed on the user’s Jira instance. The data that we retrieve from Jira’s API is transmitted securely via HTTPS and will not be used for any purpose other than the synced table.

    Jira Cloud scopes

    Scope name

    Scope purpose

    offline_access


    To get a refresh token

    read:jira-user

    Get user information (e.g. might want to "mention" someone in a post)

    read:jira-work

    e.g. reading issues

    write:jira-work

    e.g. posting issues

    The tokens are transmitted between Airtable and Jira’s servers securely via HTTPS. On Airtable’s side, the tokens are stored in databases that are encrypted at-rest.

    For more information on Jira scopes, check out Jira's documentation here.

    FAQs

    What type of access will Airtable have to Jira?

    Airtable will only have access to the issues and filters that the user who connected the Jira sync has access to.

    What happens to the sync if the Jira account used becomes deactivated?

    The sync will stop working if the connected Jira account is deactivated.

    How is data transmitted from Jira?

    The data that we retrieve from Jira’s API is transmitted securely via HTTPS and is not used for any purpose other than syncing data to the table.

    Can custom fields in Jira be used in the Sync?

    Custom fields that are based on Jira's built-in field types are supported, but other types of custom fields may not be supported.

    Are there any limitations to be aware of?

    Yes, there are a few limitations to be aware of when using this sync integration type:

    • The maximum number of issues synced is 10,000. This is a limit that we impose to ensure reasonable performance.

    • This Jira sync integration only fetches fields from issues if the field is present in the 'Create Issue Screen' screen. Fields present in the 'View Screen' or 'Edit Screen' are not supported at this time.

    • Jira’s API limits how much data can be transferred with each request, so sync performance in the range of 1 second per 100 issues is to be expected. We recommend that you choose filters that narrow your request wherever possible.


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