Jira Software

You can integrate your TeamRetro team with your Jira Software project, to automatically publish team action items as Jira issues. To configure this integration you must be a TeamRetro team administrator

Supported Jira editions:

  • Jira Software (Cloud)
  • Jira Software (Data Center)
  • Jira Software (Server)

Supported authentication methods:

  • Atlassian Cloud - connect to your Jira Software (Cloud) instance using the Atlassian Cloud Oauth2 provider.
  • Application Link - connect to your Jira Software (Data Center / Server) using your Jira instance as an Oauth provider.
  • Basic Authentication - connect to your Jira Software (Data Center / Server) using username / password.

Please note if connecting to Data Center or Server editions, your Jira instance must be publicly accessible on the internet (so our application can talk to it). For further information how our Jira integration works please refer to Jira Software Integration Security

Configure in TeamRetro

  1. On the TEAM > SETTINGS > INTEGRATIONS screen
  2. Click CONNECT next to Jira Software
  3. In the configuration dialog, select the AUTHENTICATION METHOD you wish to use.
    1. Atlassian Cloud - suitable for Jira Software (Cloud) edition
    2. Application Link - suitable for Jira Software (Data Center) and Jira Software (Server) editions
    3. Basic Authentication - suitable for Jira Software (Data Center) and Jira Software (Server) editions.
  4. If you selected Atlassian Cloud for Jira Software (Cloud):
    1. Click Sign In To Atlassian Cloud
    2. You will be redirected to atlassian.com to authorize TeamRetro to post and create issues in your Jira cloud.
      For further information how our Jira integrations work and the authorization scopes requested, please refer to Jira Software Integration Security
    3. Click on Accept to authorize TeamRetro.
    4. Select your Atlassian Cloud instance from the dropdown
    5. Click NEXT (->)
    6. If you selected Application Link for Jira Software (Data Center) or Jira Software (Server), you first need to configure the Application Link in your Jira instance.
      1. Open your Jira instance in a new tab and navigate to Settings > Jira Administration > Applications
      2. Select the Application Links tab
      3. Click Create Link
      4. In the Create Link dialog
        1. Select External Application
        2. Select Incoming
        3. Press Continue
        4. On the Configure an incoming link page:
          1. Enter Name: TeamRetro (or similar)
          2. Enter Redirect URL:
            https://oauth.teamretro.com/integrations/jira/applicationLink (for US environment)
            https://oauth.eu.teamretro.com/integrations/jira/applicationLink (for EU environment)
          3. Select Permission: Write
          4. Click Save
        5. On the Credentials screen, make note of your Client ID and Client secret

      5. Return to the TeamRetro tab
        1. Enter your: Jira URL (note: your Jira instance must be accessible on the public internet to our IP addresses)
        2. Enter your Client ID (provided by Jira)
        3. Enter your Client Secret (provided by Jira)
        4. Click Next (->)
      6. Click Sign In To Jira
      7. Your Jira instance will prompt you to authorize TeamRetro for access, click Accept
  5. If you selected Basic Authentication for Jira Software (Data Center) or Jira Software (Server):
    1. Enter your:
      1. Jira URL (note: your Jira instance must be accessible on the public internet to our IP addresses)
      2. Jira Username (we recommend creating a new user with minimal permissions for this)
      3. Jira Password
      4. Click NEXT (->)
  6. On the PROJECT screen - choose the project that is associated with this TeamRetro team
  7. On the ISSUE TYPE screen - select the Jira Issue Type that should be created for each action item (eg. Task)
  8. On the FIELDS screen - you can customize additional fields to be sent to Jira, for example set a label to indicate the issue came from TeamRetro. 
    Please ensure all required fields in your Jira instance have a suitable value (otherwise publish will fail).  
  9. On the TEST screen - click "Publish Test Action Item To Jira" to confirm that your integration is set up correctly.
    If the new action item is published successfully, you will see a notification with the option to View in Jira or Delete.
    If an error is encountered (such as a missing required field) details will be displayed.
  10. Click SAVE CHANGES

Using Your Integration

Back on your  Team > Home screen, click the publish icon and you will see "Publish to Jira Software" as an option. After selecting, TeamRetro will create a new issue in Jira and display the Issue Number on the action item.

Individual action items can be published by Jira by clicking on the Jira icon on the right hand side and selecting "Publish to Jira Software"

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