Are you tired of manually importing data from Jira into your Google Sheets? Say goodbye to endless copy-pasting and hello to Jira Cloud for Sheets! With this amazing add-on, you can effortlessly import Jira data into your spreadsheets using existing Jira filters or custom JQL (Jira Query Language) queries. It’s time to supercharge your project management workflow!
Getting Started with Jira Cloud for Sheets
Installing Jira Cloud for Sheets is a breeze! Just follow these simple steps:
- Open your Google Sheets document.
- Click on Add-ons in the top menu, and then select Get add-ons….
- Search for “Jira Cloud for Sheets” and hover over the card. Click on +Free to install the add-on.
- Follow the instructions to grant the add-on access to your Google Sheets document.
Connecting Your Cloud Instance
Now that you have Jira Cloud for Sheets installed, it’s time to connect your Jira site or cloud instance. Here’s how:
- Open your Google Sheets document and select Add-ons → Jira Cloud for Sheets → Open….
- Click on CONNECT, and a new browser window will open.
- Select the site or cloud instance you want to add from the available sites, and then click Accept.
Once the authorization is successful, you will be redirected to your Google Sheets document, and you should see the familiar hamburger menu.
Importing Data from Jira
Now comes the exciting part! With Jira Cloud for Sheets, you can easily import Jira issues into your spreadsheet. Here are two methods you can use:
Method 1: Using JQL
- Click on Add-ons → Jira Cloud for Sheets → Open… → Get data from Jira.
- Specify the JQL query you want to execute. You can click on the OPEN IN JIRA link to open and test the JQL query in Jira.
- Click on GET DATA.
- Jira will execute the query and return all the corresponding issues in the current sheet.
Method 2: Using Filters
If you already have filters defined in your Jira Cloud instance, you can use them in your spreadsheet. Here’s how:
- Click on Add-ons → Jira Cloud for Sheets → Open… → Get data from Jira.
- Select the FILTERS tab.
- Choose your filter from the list of available filters.
- Click on GET DATA. You can limit the number of rows returned with the “Max Rows” option.
Jira will execute the query and return all the corresponding issues in the current sheet.
Bonus: Using the JIRA() Custom Function with JQL
Jira Cloud for Sheets also provides a custom function, =JIRA(), that allows you to query Jira directly from a cell in your spreadsheet. Here’s how to enable it:
- Click on Add-ons → Jira Cloud for Sheets → Open… → Settings.
- Click on “Enable =JIRA() function for users of this sheet”.
- Read the warning and accept it. Only document owners can activate this function. Once enabled, this function uses the Jira site and account configured by the document owner to query Jira.
You can then use the function from any cell in the spreadsheet.
Connecting Multiple Jira Cloud Sites (Optional)
If you need to connect another Jira Cloud site, Jira Cloud for Sheets makes it easy. Just follow these steps:
- Click on Add-ons → Jira Cloud for Sheets → Open….
- Click on the dropdown next to your current site and select ‘Add another site…’.
- Follow the instructions to grant access to the additional Jira Cloud site.
- Now you can switch between sites when importing data.
Troubleshooting Common Issues
We understand that sometimes things don’t go as smoothly as planned. Here are a few common issues and their solutions:
Issue 1: The =JIRA() function shows an error, even though it was enabled.
Clear the cell value where you used the =JIRA() function, press Enter, and enter the query again. This should resolve the issue. Please note that this bug is being worked on, and you only need to do this once.
Issue 2: The add-on returns an error when querying a large number of issues.
The add-on is designed to work with queries containing up to 10,000 issues. If you need to return more issues, you can use the =JIRA() function, which allows you to paginate the results. Make sure to sort the results in your query.
For example, if you want to retrieve 20,000 issues, enter the following formula in one cell to return the first 10,000 issues:
=JIRA("project = ProjA", "issuekey,summary,created,reporter", 0, 10000)
And enter this formula in another cell to return the next 10,000 issues:
=JIRA("project = ProjA", "issuekey,summary,created,reporter", 10000, 20000)
Issue 3: The add-on returns empty cells for user data.
The add-on respects individual user privacy settings for profile data. If a user has made their profile information private, the add-on will return an empty value for that user in columns such as “assignee” or “reporter”.
Frequently Asked Questions
Here are some common questions about Jira Cloud for Sheets:
Q: What features does Jira Cloud for Sheets provide?
A: Jira Cloud for Sheets is an add-on that allows you to import data from Jira Cloud sites using JQL (Jira Query Language) or pre-defined filters.
Q: How can I specify which columns are populated in the spreadsheet?
A: The add-on uses the column settings on Jira Cloud when importing data. You can have different column settings for your account and for filters. If no specific column settings are configured for a user/filter on Jira Cloud, the add-on uses the default system columns.
You can specify different columns using the =JIRA() function. For example:
=JIRA("project = ProjA", "issuekey,summary,created,reporter,customfield_10000")
Q: How do I uninstall this add-on?
A: To uninstall the add-on, click on Add-ons → Manage Add-ons → Manage → Remove.
Q: Can I use this add-on without a licensed Atlassian product?
A: No, you need a license/subscription for Jira Cloud to use this add-on.
Q: Can I use this add-on with Jira Server?
A: No, the add-on only works with Jira Cloud sites for Jira Work Management, Jira Software, and Jira Service Management. If you’re unsure about the difference between cloud and server, please reach out to your Jira administrator.
Q: How can I disconnect the spreadsheet from all connected Jira Cloud instances?
A: You can disconnect all your configured Jira Cloud sites from the add-on. From the spreadsheet:
- Click on Add-ons → Jira Cloud for Sheets → Open.
- Click on Disconnect site.
- You will be redirected to your Atlassian profile page, where you can disconnect the add-on by clicking on “Remove access”.
Q: Is this add-on GDPR compliant?
A: Yes, we do not store any personal information of users. For more information, please refer to the following link: Crawlan.com.
With Jira Cloud for Sheets, managing your Jira projects becomes a piece of cake! Say goodbye to manual data import and hello to efficient project management. Give it a try today and experience the power of seamless integration between Jira and Google Sheets.
