Jira

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By seamlessly integrating with Jira, Coefficient allows users to effortlessly link their Jira project management platform with Google Sheets, facilitating the smooth importation of desired data. Whether users prefer to import data by selecting specific fields or crafting a customized JQL query, Coefficient provides a user-friendly solution for data integration.

Connecting to Jira

Imports from Jira

Imports from Scratch

Custom JQL Query

Using Saved Filters

Schedule your Import, Snapshots, and Add Automations

FAQs for Jira

Connecting to Jira

When you begin a Jira import for the first time, you will be prompted to connect your Jira instance to Coefficient.

1. Open the Coefficient Sidebar and click the Menu.

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2. Select “Connected Sources”. 

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3. Select “Add Connection” at the bottom and then “Connect” to Jira.

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4. "Authorize" your connection.

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5. Log in to your Jira account.

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6. Allow access to Coefficient by clicking "Accept". Now you are connected to Jira! 🪄

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Imports from Jira

There are 3 different ways to import data from Jira using Coefficient: Imports from Scratch, Importing a Custom JQL Query, and with Saved Filters. 

Imports from Scratch

Importing from Scratch allows you to create imports without having to write SQL.

1. From the Sidebar select “Import from…”.

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2. Select “Jira” from the list.

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3. Select “Start from Scratch”.

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4. Select the Project you want to import from the drop-down list.

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5. Edit the Settings as necessary.

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6. Click "Select Fields" and the Import Preview window will open where you can add or remove fields as needed.

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7. Add an Import Name and click "Import".

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8. Congratulations on your first Jira import in Coefficient! 🎉Screenshot 2023-12-08 at 7.17.22 AM.png

Using Saved Filters

The Saved Filters option allows you to pull in a filtered view that you created in Jira and import it into Sheets using Coefficient.

1. From the Sidebar select “Import from…”.

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2. Select “Jira” from the list.

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3. Select “From Saved Filters”.

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4. Select the Saved Filter you want to import from the drop-down list.

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5. Click "Select Fields" and the Import Preview window will open where you can add or remove fields as needed.

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6. Add an Import Name and click "Import".

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7. Congratulations on completing a Jira Saved Filter Import using Coefficient! 🎉

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Custom JQL Query

Using a Custom JQL Query gives you additional flexibility in the data that you are importing into Coefficient.

ℹ️ Click here for help writing a JQL query.

1. From the Sidebar select “Import from…”.

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2. Select “Jira” from the list.

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3. Select “Custom JQL Query”.

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4. Input your JQL query.

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5. Click "Select Fields" and the Import Preview window will open where you can add or remove fields as needed.

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6. Add an Import Name and click "Import".

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7. Congratulations on your successful JQL query import! 🎉

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Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into Sheets using Coefficient, you can set up the following:

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2. Turn on Snapshotsb.png

3. Set Up Automations

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FAQs for Jira

Whenever I pull in multi-select fields in Jira (e.g. Sprint), the import contains JSON values instead of the actual value (text). What can I do?

The JSON values are expected as this is due to limitations within the Jira API.

As a workaround, you can add a new column to the right of your imported data and use our =GPTX_EXTRACT function (found under the GPT CoPilot tab in the sidebar). You can find additional information about this function here. This function will allow you to capture the values you need. (e.g. =GPTX_EXTRACT(A20, "value"))

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