Installing zAgileConnect for JIRA Cloud

Estimated time for installation and configuration: 30-45 minutes


Integration User

An Integration User account is used in each application to perform transactions in the other.  This also means that users do not need to have accounts in both applications to leverage this integration.

Before embarking on the installation steps, please be sure to have an account in each of the two applications that will be used for authentication and for submitting all transactions to the other application.  We recommend setting up an integration user account in each - Salesforce and JIRA for this purpose.  The profiles associated with each account will depend on the types of actions it will perform in the other application.  Typically, Salesforce User and JIRA User/Developer profiles suffice for most of the integration functions.  

Admin privileges are not required for either of these accounts.  

Installing the Salesforce Package

The zAgileConnect Salesforce package is available from Salesforce AppExchange.

To install the zAgileConnect Salesforce package, click on 'Get it Now'. This will initiate package installation into the organization for which you provide the credentials.  

Installing JIRA Add-on

Using the JIRA UPM (Universal Plugin Manager), install the zAgileConnect Add-on for On-Demand JIRA from Atlassian Marketplace

Enabling Access between JIRA and Salesforce

Authenticating Salesforce & JIRA

Authenticate JIRA to Salesforce

Enter the JIRA URL in the zAgileConnect package configuration, as shown below, and log in to JIRA using the JIRA integration account

Authenticate Salesforce to JIRA

In JIRA Addon Admininstation section via Salesforce Authentication option, authenticate Salesforce to JIRA using the Salesforce integration user

This should result in a 3-way authentication and connection between Salesforce, JIRA and the zAgile ConnectApp