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

⇱ Connect to Jira Data from Filemaker Pro (Mac)


Connect to Jira Data from Filemaker Pro (Mac)

πŸ‘ Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and query live Jira data from Filemaker Pro on Mac.

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect AI, FileMaker Pro gets access to live Jira data. This article demonstrates how to connect to Jira using Connect AI and query Jira data in FileMaker Pro.

CData Connect AI provides a pure SQL Server interface for Jira, allowing you to query data from Jira without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Jira, leveraging server-side processing to return the requested Jira data quickly.

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 FileMaker Pro

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Jira" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. 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.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Jira Connection page and update the User-based permissions. πŸ‘ 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. πŸ‘ 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 Filemaker Pro.

Connect to Jira from FileMaker Pro using Connect AI

To establish a connection from FileMaker Pro to the CData Connect AI Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect AI

  1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
  2. Configure a DSN for the Actual ODBC driver by setting the following properties:
    • URL: tds.cdata.com
    • Port: Change the port from 1433 to 14333
    • Username: Your Connect AI email address
    • Password: the PAT you created earlier

Query Jira from FileMaker Pro

  1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query. πŸ‘ Configuring the query by selecting columns.
  2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
  3. In "Table.Column,"" select a table and a column name.
  4. Set the "Operator" to =.
  5. Select "Column," and then select the same table and column name as "Table.Column."
  6. Click "Insert into SQL Query." πŸ‘ Configuring the query by setting the WHERE clause.
  7. If no other modifications to the SQL query are required, click "Execute."

Get CData Connect AI

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