PlexTrac’s robust integration with Jira offers extensive customization options.
Step 1: Locate Your Preferred Integration
Navigate to the Admin Dashboard. Under Account Admin > Tools & Integrations > Integrations > you’ll find the “Jira” integration tile with the “Connect” button. Under Jira, Click “Connect”.
Step 2: Configure the Integration
Click on the “+ New connection” button to access the steps to configure and customize the integration.
Select “Connect to Jira Cloud” or “Connect to Jira Server” and fill out the 3 fields required, then click “Save & Continue.”
If information is filled out correctly and connection is made, you’ll have the options to select which Jira projects to create issues within. You have the option to “Save as draft” or make the selections and “Continue with ‘X’ projects.”
Next, you can map fields for your epic, story, or task. This example will walk through mapping an epic. As a default, similar fields like severity will be mapped automatically, but you can change these mappings to better fit your workflow.
Clicking on the “sync direction” button will open an expanded selector which will allow you to customize and select which sync direction works best: Jira to PlexTrac, Bidirectional, PlexTrac to Jira (Continuous sync) or PlexTrac to Jira (One-time sync). Click “Save & Continue.”
Configure the connection settings by selecting a Jira user that will be shown as the updater in PlexTrac and set the frequency that the data is refreshed.
Step 3: Create a Ticket
To create a Jira ticket, navigate to a report, and you will see a couple different areas for creating tickets.
The “+ Create Jira Tickets for Report” button will generate a Jira ticket for whichever Jira project you select.
You can also select multiple tickets and use the bulk selection drop down to get to the same Jira project selection modal.
Finally, you can click on an individual finding, then click on the Status button to create a ticket for this one finding.