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URL: https://www.cdata.com/kb/tech/jira-cloud-appsheet.rst

⇱ Create Jira-Connected Business Apps in AppSheet

Create Jira-Connected Business Apps in AppSheet

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Jira Data via CData Connect AI in Google AppSheet and create custom business applications with real-time access to Jira data.

Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Jira data for business applications. This article outlines the process of connecting to Jira using Connect AI and constructing a basic app from Jira data within AppSheet.

CData Connect AI offers a dedicated cloud-to-cloud interface for Jira, enabling the creation of reports directly from live Jira data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Jira. This leverages server-side processing to swiftly deliver the requested Jira data.

About Jira Data Integration

CData simplifies access and integration of live Jira data. Our customers leverage CData connectivity to:

  • Gain bi-directional access to their Jira objects like issues, projects, and workflows.
  • Use SQL stored procedures to perform functional actions like changing issues status, creating custom fields, download or uploading an attachment, modifying or retrieving time tracking settings, and more.
  • Authenticate securely using a variety of methods, including username and password, OAuth, personal access token, API token, Crowd or OKTA SSO, LDAP, and more.

Most users leverage CData solutions to integrate Jira data with their database or data warehouse, whether that's using CData Sync directly or relying on CData's compatibility with platforms like SSIS or Azure Data Factory. Others are looking to get analytics and reporting on live Jira data from preferred analytics tools like Tableau and Power BI.

Learn more about how customers are seamlessly connecting to their Jira data to solve business problems from our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Configure Jira Connectivity for AppSheet

Connectivity to Jira from AppSheet is made possible through CData Connect AI. To work with Jira data from AppSheet, we start by creating and configuring a Jira connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Jira" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Jira.

    To connect to JIRA, provide the User and Password. Additionally, provide the Url; for example, https://yoursitename.atlassian.net.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Jira Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Jira data from AppSheet.

Connect to Jira from AppSheet

The steps below outline connecting to CData Connect AI from AppSheet to create a new Jira data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source 👁 Creating a new data source
  4. Select Cloud Database and set the connection information
    • Type: Sql Server
    • Server: tds.cdata.com,14333
    • Database: the Jira connection, for example, JIRA1
    • Username: a Connect AI user, for example, [email protected]
    • Password: the PAT for the above Connect AI user
    • SSL: Require SSL
    👁 Connecting to Connect AI
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Jira, you can start building apps on Jira data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source
  4. Select the table or view with the data you want 👁 Selecting a table

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

👁 Configuring an app connected to Connect AI.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!