Smartsheet for Jira Connector: Admin Setup (Cloud and Self-Hosted)

Applies to

Smartsheet
  • Business
  • Enterprise
Smartsheet Advance Package

Capabilities

Who can use this capability

You must be a Sysadmin on Smartsheet and Jira to configure the connector. You must be a licensed Smartsheet user to create or edit a workflow. You'll also need a Jira account with access to your Jira project.

The Smartsheet for Jira Connector syncs information between Smartsheet and one or more Jira instances. This article provides instructions on setting up the Smartsheet for Jira Connector with Jira Cloud and Jira self-hosted Server.

Prerequisites

The Smartsheet for Jira Connector is available as a premium offering.  For information about pricing and purchasing, please contact our Sales team.

To set up the Smartsheet for Jira Connector, you must be an administrator in Jira. You must also have one of the following roles:

  • In Smartsheet: Sys Admin or Connector Admin (this account-level role is unique to the Smartsheet for Jira Connector, see Smartsheet for Jira Permission Types for more information).
  • In Jira: Sys Admin

Your Jira version should meet the following requirements: 

If you want to set up the Connector with a self-hosted Jira server and a firewall, start with this Jira Connector Firewall Requirements article.

Set Up a Connection Between Jira and Smartsheet

  1. Log in to the Smartsheet for Jira Connector at https://connectors.smartsheet.com/c/jira. If prompted to allow access to your Smartsheet account, select Allow.
  2. Select the menu in the upper-left corner of the page and then select Account Admin.
  3. Select Register New Jira Server.
  4. Enter the URL of the Jira host you want to use.
  5. Accept or modify the default name, select your version of Jira, and then select Continue.
  6. For Jira self-hosted versions 9 and above: Consumer Key, Consumer Name and Public Key is needed to create the application link in Jira.

You can register multiple instances of Jira with the Connector simultaneously. Repeat the above instructions for each additional Jira instance you want to register.

The Smartsheet for Jira Connector provides Public and Consumer keys for use in Jira to establish a secure connection between the two services. Copy these keys; you will need them later.

Use a generic email account in both Smartsheet and Jira (example: smartsheet-jira@yourdomain.com) to set up the connection to Jira. You can not change connection owners. A generic account will help avoid the need to rebuild connections or workflows if the individual managing the connection to Jira leaves your organization.

Create an application link

To enable a connection between Jira and Smartsheet, establish and configure an Application Link (referred to as an AppLink in Jira documentation) between the two systems.

  1. Sign in to Jira with Jira Administrator permissions.
  2. Go to Jira Settings.
  3. Select Products and, under Integrations, select Application Links. In previous self-hosted versions of Jira, choose  JIRA-Gear-Icon   > Applications, and select Application Links.

    For Jira self-hosted versions 9 and above, select Create link and select the Atlassian product option.

    This is for creating links to other Atlassian products and external applications that use OAuth 1.0 such as the Smartsheet connector.

    Jira 9 and above image

     
  4. Enter the URL of the application you want to link to (https://app.smartsheet.com), and then select either Continue or Create new link, depending on your Jira version.
    If prompted with one of the following messages, select Continue and leave the new URL as is. 
    • No response was received from the URL you entered - it may not be valid. Please fix the URL below, if needed, and select Continue.
      -OR-
    • The supplied Application URL has redirected once. Please check the redirected URL field to ensure this is a URL you trust. 
  5. In the Application Name box, type Smartsheet. For Application Type, accept the default value of Generic Application, and select Continue.
    applinks


    Additional steps for Jira self-hosted versions 9 and above:

    Check the Create incoming link box, then select Continue.

    Copy the Consumer Key, Consumer Name and Public Key from the Smartsheet connector configuration screen. 

  6. Select Continue.

 

For Jira self-hosted versions up to 8, see below. For Jira self-hosted versions 9 and above, skip to Complete the connection with Jira version 9 and above.
 

Configure the Application Link for Jira Cloud or self-hosted up to version 8

Use the keys you created when you set up the connection between Jira and Smartsheet. 

  1. In Jira, from the Configure Application Links page (choose jira-system-dashboard > Settings > Applications and select Application Links in the menu).
  2. Locate the Smartsheet Application Link you created in the previous section. Select the Edit icon JIRA-edit-icon . In prior self-hosted versions of Jira, choose  Settings JIRA-Gear-Icon   > Applications and select Application Links.
  3. In the Configure dialog box, select Incoming Authentication. Paste the Public and Consumer keys in the appropriate boxes. Scroll down to locate the Public Key box.
  4. If the Request Token URL, Access Token URL, or Authorize URL are required in your Jira environment, use this URL to populate those fields:https://api.smartsheet.com/2.0/token
  5. If a Consumer key and Shared secret are required, use the Consumer key and Public key from the configuration window in the Jira Connector.
  6. At the bottom of the dialog box, select Save > Close

Additional Application Link Jira documentation

For more information about Application Links in Jira, see

Complete the connection with Jira version 9 and above

  1. Return to the Smartsheet Connector configuration and select Continue.
  2. On the next screen, select Connect to complete the connection from the Smartsheet side.
  3. The final step is to allow Smartsheet to access your Jira application, select Allow on the next screen to do this.

Allow Jira

Your connection between Smartsheet and Jira is now set up.