Access Live Jira Service Management Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Jira Service Management data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Jira Service Management in your Connect AI instance and access and update live Jira Service Management data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Jira Service Management, allowing you to easily access live Jira Service Management data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Jira Service Management, leveraging server-side processing to quickly return Jira Service Management data.

Configure Jira Service Management Connectivity for Excel

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Jira Service Management" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Jira Service Management.

   You can establish a connection to any Jira Service Desk Cloud account or Server instance.

   Connecting with a Cloud Account

   To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Supply the following to connect to data:

   • User: Set this to the username of the authenticating user.
   • APIToken: Set this to the API token found previously.

   Connecting with a Service Account

   To authenticate with a service account, supply the following connection properties:

   • User: Set this to the username of the authenticating user.
   • Password: Set this to the password of the authenticating user.
   • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

   Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

   Accessing Custom Fields

   By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

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

With the connection configured, you are ready to connect to Jira Service Management data from Excel.

Access Live Jira Service Management Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Jira Service Management data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
   
6. In the CData Connect AI panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. JiraServiceDesk1), Table (e.g. Requests), and Columns to import 👁 CData Connect AI panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Update Jira Service Management Data from Excel

In addition to viewing Jira Service Management data in Excel, CData Connect AI also lets you update and delete Jira Service Management data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Jira Service Management (your changes will be in red)
2. In the CData Connect AI Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
   
4. Click Execute to push the updates to Jira Service Management, and a notification will appear when the update is complete

Live Access to Jira Service Management Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Jira Service Management data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)


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