Automate Jira Issues from MS Excel Using Pabbly Connect

Learn how to automate the creation of Jira issues from MS Excel using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating Jira issues from MS Excel, you need to access Pabbly Connect. This platform serves as the central integration tool for connecting various applications, including MS Excel and Jira.

Start by creating a free account on Pabbly Connect. Once logged in, you will be directed to the dashboard where you can create your workflow. This is the first step in setting up your automation process.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Create Jira Issues from MS Excel Automatically.’ This name helps identify your automation.

• Click on ‘Create’ to proceed.
• Two boxes will appear, labeled ‘Trigger’ and ‘Action.’
• Select MS Excel as the trigger application and Jira as the action application.

This setup allows the automation to trigger when a new issue is added to MS Excel, automatically creating the same issue in Jira.

3. Connecting MS Excel to Pabbly Connect

After creating the workflow, it’s time to connect MS Excel to Pabbly Connect. Click on the ‘Connect’ button next to the MS Excel trigger and select ‘Add New Connection.’ You will need to authorize Pabbly Connect to access your Excel account.

Once connected, choose the workbook containing your issues. For example, if your workbook is named ‘New Issues or Tasks,’ select it. Afterward, click on ‘Save and Send Test Request’ to capture data from your Excel sheet. This step ensures that the connection is functioning correctly.

4. Setting Up the Jira Connection

Next, you will connect Jira to Pabbly Connect. Select the action event as ‘Create Issue.’ Just like before, click ‘Connect,’ and authorize Pabbly Connect to access your Jira account.

After successful authorization, choose the Jira project where the issues will be created. For instance, select the ‘Demo Service Project.’ Now, you will need to map the fields from your Excel data to the corresponding fields in Jira.

• Map the summary, description, due date, and priority from Excel to Jira.
• Ensure the priority is in the correct format (numeric) to avoid errors.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to create an issue in Jira. This step confirms that your setup is working as intended.

5. Finalizing the Automation Process

After successfully creating an issue in Jira, the automation is now set up. With Pabbly Connect, any new issue added to your MS Excel sheet will automatically create a corresponding issue in Jira every eight hours.

To monitor the automation, you can check the Jira project to see the newly created issues. Remember, the polling mechanism checks for new data every eight hours, ensuring that your tasks are always up-to-date.

Now you can relax as Pabbly Connect takes care of the task management between MS Excel and Jira without needing manual intervention.

Conclusion

In this tutorial, we explored how to automate the creation of Jira issues from MS Excel using Pabbly Connect. This integration streamlines your workflow, ensuring that every new issue added to Excel is reflected in Jira automatically. With Pabbly Connect, managing tasks becomes effortless and efficient.