Jira Integration Quickstart

Get started with our Jira connector for Slack

This guide will walk you through getting started with our Jira integration (for Slack).

Start here

In this guide we will cover:

  • How to sign up for an account
  • Getting started from our web UI
  • Installing the Jira Integration app
  • Modifying the app settings
  • Setting up a Jira project
  • Authorizing Conclude
  • Configuring your Jira project
  • Testing the connection

Step 1: Sign up for an account

Select Sign up at the top of this page to get started and follow the prompts to complete the authentication process.

If you see the user dashboard instead, it means that you have already added Conclude to your workspace (go to Step 2).

During authentication, you’ll be asked to grant permissions for the platform you’re connecting to – Slack or Microsoft Teams. The screenshot shows the Slack consent user flow as an example.

 

sign in with slack

 

After clicking Allow, follow the prompts to set up an account for your organization. Once that’s done, you’ll be able to access Conclude’s web-based UI.

Step 2: Getting started from the web UI

As an admin, you will see an overview of the Dashboard (available to all users) and can navigate to the Admin console located at the bottom left of the sidebar.

To activate Conclude solutions, click Admin console > Solutions. To enable Apps (ticketing and issue tracking), toggle the switch on. Next, toggle the Integrations (Jira and Zendesk) switch to the on position.

 

activate the jira integration solutions page

 

Step 3: Installing a Conclude app

Once you have enabled Apps (ticketing and issue tracking) and the Jira integration in Solutions, a new section called Apps will appear. Click Back to dashboard to navigate to this section.

Next, click the Install app button in the upper-right corner. Follow the prompts to install the Jira Integration (Slack) app and click Setup.

Note: any Conclude app can be used for the Jira integrations – so you can use Bug Tracking or Support if you prefer different fields.

 

installing a conclude app

 

Next, click on the Apps section in the sidebar. From here, select the relevant app and click on the Edit icon (pencil icon) on the far right. This action will open the settings view for that app. Within the settings view, navigate to the Jira settings tab.

To connect a Jira project, simply click the Connect button. This critical step ensures that your Slack and Jira environments are aligned.

Note: a Jira administrator must perform this operation.

 

adjust your jira settings from the dashboard

 

Step 4: Setting up a Jira project

After selecting Connect, you will be prompted to add the Jira base URL. For a quick and secure connection, users must provide this to create a reliable connection between Conclude and a user’s Jira Instance.

 

setup your jira project

 

Step 5: Authorizing Conclude

Simply click the Login button to initiate the authorization process on Atlassian’s website.

 

login to jira to connect to slack

 

Step 6: Configuring your Jira Project

The final step involves selecting and configuring a Jira project for synchronization.

After logging in, you have the option to Configure a Jira project. Select the project from the dropdown menu.

Note: projects that have already been configured won’t be listed.

 

configure a jira project

 

Once configured, Conclude will read the metadata of the Jira project and modify the attribute section of the app in the chosen Slack channel.

Users can opt to Sync pinned comments only to have a more focused integration.

Step 7: Testing the connection

You should now be able to create a Jira issue from Slack. From Slack, create a ticket by typing the channel name where it was installed, for example /c issues, or when inside the channel, simply use the command /c new.

It should show up in Jira after 1-2 seconds, but you may need to refresh the Jira project page to see the new issue. Likewise, if you create an issue in Jira, it should show up in Slack immediately.

To check the Jira connection and your login status, use the following commands in Slack:

  • /c jira connections displays all active connections
  • /c jira status displays your login status

A note about user accounts

In order to synchronize comments and actions between Slack and Jira, Conclude needs to match Slack users with corresponding Jira users. For example, if @Susan comments on an issue in Slack, Conclude will create a comment by the same user in Jira, which may be called @Susan Lim.

See the Jira Integration Account page for more information about how Conclude maps user accounts between Slack and Jira.

Connect. Collaborate. Conclude