Access Live Jira Service Management Data in Excel (Desktop)

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Jira Service Management data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Jira Service Management in Connect Spreadsheets and access and update live Jira Service Management data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Jira Service Management Connectivity for Excel

Connectivity to Jira Service Management from Excel is made possible through Connect Spreadsheets. To work with Jira Service Management data from Excel, we start by creating and configuring a Jira Service Management connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection
2. Select "Jira Service Management" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Jira Service Management.

   You can establish a connection to any Jira Service Desk Cloud account or Server instance.

   Connecting with a Cloud Account

   To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Supply the following to connect to data:

   • User: Set this to the username of the authenticating user.
   • APIToken: Set this to the API token found previously.

   Connecting with a Service Account

   To authenticate with a service account, you will need to supply the following connection properties:

   • User: Set this to the username of the authenticating user.
   • Password: Set this to the password of the authenticating user.
   • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

   Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

   Accessing Custom Fields

   By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Jira Service Management Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Jira Service Management data from Excel.

Access Live Jira Service Management Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Jira Service Management data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. JiraServiceDesk1), Table (e.g. Requests), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Jira Service Management Data from Excel

In addition to viewing Jira Service Management data in Excel, Connect Spreadsheets also lets you update and delete Jira Service Management data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Jira Service Management (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Jira Service Management

A notification will appear when the update is complete

Live Access to Jira Service Management Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Jira Service Management data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.