By seamlessly integrating with Jira, Coefficient allows users to effortlessly link their Jira project management platform with Google Sheets/Excel, 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.
Schedule your Import, Snapshots, and Add Automations
Connecting to Jira
When you begin a Jira import for the first time, you will be prompted to connect your Jira instance to Coefficient.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Jira. |
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4. "Authorize" your connection. |
5. Log in to your Jira account. |
6. Allow access to Coefficient by clicking "Accept". Now you are connected to Jira! 🪄 |
Imports from Jira
There are three ways to import data from Jira using Coefficient: Start from Scratch, From Saved Filters, and Custom JQL Query.
Start from Scratch
The "Start from Scratch" option allows you to create imports effortlessly without having to write SQL.
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1. Open the Coefficient Sidebar and click the “Import from…” button. |
2. Select “Jira” from the list. |
3. Select “Start from Scratch”. |
4. Select the Project you wish to import from and click "Next".
5. Select/deselect the desired fields on the left side of the Import Preview window. By default, the preview will automatically update to show the first 50 rows. You can also rearrange columns by dragging the headers and applying filters or sorts. When you're finished, click "Import."
6. Congratulations on your first Jira import in Coefficient! 🎉
Imports from Saved Filters
The "From Saved Filters" option lets you import a pre-configured filtered view from Jira directly into your spreadsheet using Coefficient.
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1. Open the Coefficient Sidebar and click the “Import from…” button. |
2. Select “Jira” from the list. |
3. Select “From Saved Filters”. |
4. In the Import Preview window, select the Saved Filter you wish to import from, then click "Next".
5. Select/Unselect the fields you need for your import on the left side of the Import Preview window. The data preview section updates as you change your settings (the first 50 rows of data are shown). You can drag and drop column headers to change their order in your import. When you're done, click "Import."
6. Congratulations on completing a Jira Saved Filter Import using Coefficient! 🎉
Imports from Custom JQL Query
Using a Custom JQL Query gives you additional flexibility in the data you import into Coefficient.
ℹ️ Click here for help in writing a JQL query.
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1. Open the Coefficient Sidebar and click the “Import from…” button. |
2. Select “Jira” from the list. |
3. Select “Custom JQL Query”. |
4. The Import Preview window pops up; you can add your JQL query in the blue text area provided.
5. Select/Unselect the fields you need for your import on the left side of the Import Preview window. The data preview section updates as you change your settings (the first 50 rows of data are shown).
6. Congratulations on your successful JQL Query import! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:
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FAQs for Jira
When I import multi-select fields from Jira (such as Sprint or Comments), the data appears as JSON values rather than readable text. How can I separate these values?
Now, you can separate values with our Nested JSON Field Expansion feature. This lets you expand and flatten nested JSON fields within your Coefficient imports, allowing you to display the data in a single cell as a comma-separated list or split across multiple rows for more accessible analysis. For information on our Nested JSON Field Expansion, click here.