Access Live Jira Service Management Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, 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 Connect Spreadsheets and access and update live Jira Service Management data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Jira Service Management Connectivity for Excel

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

1. Log into Connect Spreadsheets, click Sources and 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 Create & Test

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

Access Live Jira Service Management Data in Excel for the web

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

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in. 👁 Install the Add-In
   
4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. 👁 Open Add in panel
   
5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
   
6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
   
7. Choose a Connection (e.g. JiraServiceDesk1), Table (e.g. Requests), and Columns to import 👁 Connect Spreadsheets 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, Connect Spreadsheets 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
2. In the Connect Spreadsheets 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

A notification will appear when the update is complete.

Live Access to Jira Service Management Data from Spreadsheets

New, 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.

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.