Setting up a Status Sync integration for Jira Server

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The Status Sync integration between Jira and ProdPad allows you xto push any Idea from ProdPad to Jira, creating a link between the Idea and the new ticket. You can map your Issue statuses in Jira with the workflow statuses in ProdPad, and so when the status is updated in Jira, the change reflects in your ProdPad account where the rest of the team can see it. You can also update Ideas in ProdPad that have already been pushed to Jira and use the Sync updates to Jira feature to update the linked issue in Jira.

Our Jira integration supports Jira Cloud, Server and NextGen projects. If you are a Jira Cloud customer and you want to create a Status Sync integration - follow this setup guide. 

Step 1: Create the integration

Click on the  Integrations icon from the bottom left-hand side of the navigation bar. 

Click Create an Integration and then select Jira Server & Data Center from the Development menu.

You'll then be given the choice of integration you'd like to create. In this help article, we'll be setting up a Jira Status sync integration, which you can find on the right-hand side of the selection menu. Once you've selected this option, click Next to move to the next step. 

You'll then be prompted to give your integration a name - this is to help you and your team identify your integration, which is useful if you’re planning to set up multiple integrations to different Jira projects. When you're ready to move forward, click Next. 

You'll now be required to enter the Jira workspace URL you'd like to connect with. This URL might look something like: https://jira.yourcompanyname.net/. Once you've entered the workspace URL, press Next to move into the next step.

Step 2: Authorize your connection

In this step, we will allow the two applications to connect and exchange data in order to keep everything synchronized. 

Setting up an Application Link in Jira

In a new tab, log in to Jira as an Admin and navigate to Application links: click the 'Settings' cog at the top right and select 'Products' in the dropdown, then click 'Application links' from the menu on the left.

In the Create link module, select the Direct application link option and paste https://app.prodpad.com into the Application URL field. Click Continue to move on to the next step. 

You'll then see a Configure Application URL window pop up displaying a warning. You can safely ignore this warning and click the Continue button to move on to the next step. 

Now go back to ProdPad and copy your public key (use the 'Copy' button to grab the key in one click).

Navigate back to Jira and paste the key into the ' Public Key' field. Be sure to copy and paste the whole key, including the BEGIN and END parts. Enter prodpad for Consumer Key and ProdPad for Consumer Name. Click Continue to move on to the next step. 

Once the application link has finished processing, you'll see a message confirming the successful creation of the application link in the bottom left-hand corner of Jira. 

All done! Head back to ProdPad.

Authorize your connection

Once in ProdPad, click the ' Authorize' button. If your application link was set up correctly, you will see the screen below; click Allow – now the two applications are connected and ready to exchange data.

Step 3: Connect to Jira project and choose issue types

In this step, you will choose a Jira project to connect to and configure the relationship between Jira issues and ProdPad Ideas and User stories.

First, select a project from the dropdown.

Then choose Jira issue types that would correspond with ProdPad Ideas and User stories.

For the best results with this integration, the mapping we recommend is: 

• A ProdPad Idea = A Jira Epic
• A ProdPad User story = A Jira story.

This would allow to have a parent/child relationship between the Jira issues created, similar to how User stories are linked to Ideas in ProdPad.

You can choose to map your Ideas to a base-level issue type in Jira (for example, Task), too – in such cases Ideas and User stories will appear in Jira as unrelated issues. Once you've finished setting up your mapping, click Next to continue to the next step. 

Please note that mapping of Ideas is required – the integration will not work without it. However, if you do not want to push User stories into Jira, you may skip their mapping – just leave the default selection in the dropdown and move to the next step.

Step 4: Map Idea fields to Jira issue fields

Now let's map the fields from the Idea canvas in ProdPad to the issue fields in Jira. The options you see in the dropdowns will depend on the issue type you selected for Ideas earlier. For convenience, the Idea fields will be automatically mapped depending on the Jira issue type option you selected for Ideas in the previous step, but the default mapping for these fields can be changed as required.

For the integration to work, it is required to map the Jira Summary field and any other fields marked as Required in your account. To map other fields, use the 'Add mapping' button; you can map as many fields as you and your team need. You can remove additional field mappings by clicking 'X'.

Please note that full sync integration does not support mapping to multiple fields at this time. It means that for each Jira field, you can select only one option in the ProdPad field dropdown. Once you've finished setting up your mapping, click Next to proceed to the next stage of the integration setup.