Integration Guide

How to Integrate with Jira

  

Jira is a popular system for logging, prioritizing and managing the todo lists for development and support teams around the world. 

BigTime integrates seamlessly with Jira. That way, you can leverage the data and functionality Jira offers with your project budgets, schedules and financials in BigTime. 

This article will show you how to integrate BigTime with Jira. It'll also show you how to map your Jira issues and stories to your Tasks in BigTime.

First, let’s integrate BigTime with Jira. 

  1. Click My Company....Integrations from your navigation bar.
  2. Click on the Jira tile.
  3. Click Enable.
  4. Click Next.


    A pop-up will appear. 


    At the end of this window, select your Jira url from the picklist and click Accept.



    Now you’re ready to map Jira’s terminology (projects, epics, issues, and sub-tasks) to BigTime’s (tasks and subtasks). 

 

Map Jira to BigTime

Each firm uses Jira differently. So we want you to decide what issues in Jira are imported into BigTime as your tasks and subtasks. We offer that flexibility in the window below, which is where you make your mapping selections.

The terms on the left-side are BigTime terms, which map to the Jira terms on the right-side. 

We’ll move top to bottom in this window and explain your options, starting with Project on the BigTime side (ie, left-side).

A Project in BigTime maps to a Project in Jira. This mapping is required. That’s why you can’t select any other options on the Jira side. 

However, there’s flexibility with Tasks and Subtasks.

* A Task in BigTime can map to an Issue or Epic in Jira.

* A Subtask in BigTime can map to Issue, Subtask, or None in Jira.

To change your selections, click on the red triangle and select the desired selection from the picklist.

Task Name Format is how the task name will appear in BigTime.

Finally, you have two options at the end of the window. Check the box(ex) to enable the following settings:

Enforce Jira names in BigTime - each time you make a change in Jira, that change will be reflected in BigTime. Note: if you don’t select this option, changes you make in Jira won’t be updated in BigTime.

Import Backlog Items - Backlog items in Jira are items that aren’t assigned to a current or future sprint. Check this box if you want to import those items from Jira into BigTime.  

Click Next once you’re finished with your selections. Then, you’ll see a pop-up window that confirms your selections.

Click Next and the sync will start.

Keep in mind that this is a one-way sync: from Jira to BigTime. 

These are the projects that come in from Jira: active projects and projects with epics or issues.

You’ll get a confirmation window that the sync is complete. 

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Further Reading

Need more details? Once you understand the basics, the articles below will take you a little deeper.