Automate Jira Issues to MS Excel with Pabbly Connect

Learn how to seamlessly integrate Jira and MS Excel using Pabbly Connect to automate issue tracking. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start automating your Jira issues to MS Excel, you need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. First, log into your existing Pabbly Connect account, or create a new one if you haven’t done so.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button. Here, you will need to provide a name for your workflow, such as ‘When Issue is Created in Jira, Add it to Excel’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Selecting Jira as the Trigger Application

In this step, you will set up Jira as the trigger application in Pabbly Connect. You will see two boxes labeled Trigger and Action. Select Jira as your trigger application. The trigger will be configured to capture new issues created in Jira.

• Select ‘Jira’ from the applications list.
• Choose ‘New Issue Created’ as the trigger event.
• Follow the instructions to configure the webhook URL provided by Pabbly Connect.

After selecting the trigger, you will receive a webhook URL. This URL is essential for linking Jira with Pabbly Connect. Copy this URL as you will need to paste it into your Jira settings to complete the integration.

3. Configuring the Webhook in Jira

Now, navigate to your Jira software to configure the webhook. In Jira, go to the settings menu, select ‘System’, and then find the ‘Webhooks’ section. Here, you will create a new webhook for the integration.

Provide a name for your webhook, such as ‘Jira to Pabbly Connect’. Paste the previously copied webhook URL into the URL field. Ensure that the status is enabled, and set the issue-related events to trigger when a new issue is created. This will allow Pabbly Connect to capture the details whenever a new issue is logged in Jira.

After configuring the webhook, test the connection by creating a new issue in Jira. This will help verify that the integration with Pabbly Connect is working correctly.

4. Connecting MS Excel to Pabbly Connect

Once the Jira webhook is set up, the next step is to connect MS Excel to Pabbly Connect. In the action section of your workflow, select ‘Microsoft Excel’ as the action application. Click on ‘Add New Connection’ to establish the link between Pabbly Connect and your Excel account.

• Choose ‘Connect with Microsoft Excel’.
• Authorize Pabbly Connect to access your Excel account.
• Select the specific workbook where you want to store the Jira issues.

After connecting MS Excel, choose the corresponding worksheet. Map the fields from Jira to the columns in your Excel sheet. This mapping ensures that every new issue created in Jira is automatically recorded in the specified Excel file.

5. Finalizing the Integration and Testing

To finalize the integration, ensure that all fields are correctly mapped from Jira to MS Excel within Pabbly Connect. Test the workflow by creating a new issue in Jira again. Once you create the issue, check if the details appear in your Excel sheet.

If the data appears correctly, your integration is complete! Now, every time a new issue is created in Jira, it will automatically be added to your MS Excel sheet without any manual effort. This automation saves time and keeps your team updated.

With Pabbly Connect, you can easily manage and automate your workflows, ensuring that you never miss any critical updates from Jira to MS Excel.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Jira and MS Excel. By following the steps outlined, you can streamline your issue tracking process, ensuring that your team stays informed and organized.