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Overview

The Jira integration allows organizations to connect Jira instances to Engineering Metrics and synchronize project management data for reporting and analytics. Using this integration, organizations can:
  • Connect Jira Cloud environments
  • Authenticate using Jira API credentials
  • Synchronize Jira projects
  • Configure project data scopes
  • Track issue and workflow activity
  • Monitor project delivery metrics

Prerequisites

Before configuring the integration, ensure you have:
  • Access to the Engineering Metrics Dashboard
  • Access to a Jira instance
  • A valid Jira API Token
  • A Jira user account with appropriate permissions
  • Access to the Jira projects that will be synchronized
  • Required permissions to configure integrations
  1. Open the Engineering Metrics Dashboard.
  2. Navigate to Integration.
  3. Select Work Management Metrics.
  4. Choose Jira Connections.
The Jira Connections page displays all configured Jira integrations.

Create a New Jira Connection

  1. Click New Connection.
  2. The Manage Connections: Jira window will appear.

Configure Connection Details

Connection Name

Enter a unique name for the Jira connection. Examples:
  • Jira Production
  • Engineering Projects
  • Delivery Management
  • Jira Enterprise

Endpoint URL

Enter the Jira instance URL. Example:
https://company.atlassian.net
The Endpoint URL identifies the Jira environment that Engineering Metrics will connect to.

Username (Email)

Enter the email address associated with the Jira account. This account will be used during authentication and data synchronization.

API Token

Enter a valid Jira API Token. The API Token is used to securely authenticate Engineering Metrics with Jira.
The Jira account and API Token must have sufficient permissions to access the projects that will be synchronized.

Proxy

If your organization uses a proxy server, enter the proxy configuration details. This field is optional.

Custom Rate Limit

Users can configure a custom API rate limit to manage Jira API consumption and synchronization behavior.

Test the Connection

Before saving the connection:
  1. Click Test Connection.
  2. Wait for the validation process to complete.

Expected Result

  • If the configuration is valid, the connection test will succeed.
  • If validation fails, verify the Endpoint URL, Username, and API Token before retrying.

Save the Connection

  1. After successful validation, click Save Connection.
  2. The Jira connection will appear in the Connections list.

Configure Data Scopes

After creating the connection:
  1. Select the Jira connection.
  2. Click Add Data Scope.
The Add Data Scope window allows users to select Jira projects that should be synchronized with Engineering Metrics.

Project Selection

  1. Search for the desired Jira project.
  2. Select one or more projects.
  3. Click Save.
The selected projects will be added as data scopes for the Jira connection.
Only projects included in configured data scopes will be available for synchronization and reporting.

Managing Data Scopes

Users can:
  • Add Data Scope
  • Associate Scope Config
  • Delete Data Scope
These options allow administrators to manage which Jira projects are included in data collection.

Understanding Data Scopes

A data scope represents a Jira project that has been authorized for synchronization. Only configured data scopes will be used for collecting Jira project data and generating reports.

Scope Configuration

Scope configurations determine how synchronized Jira data is mapped within Engineering Metrics. These configurations help associate Jira project data with reporting and analytics dashboards.

Synchronizing Jira Data

Once a Jira connection and project scope have been configured, Engineering Metrics begins collecting data from the selected Jira projects. Collected information may include:
  • Issues and tickets
  • Project activity
  • Workflow progress
  • Sprint information
  • Project delivery metrics
  • Work item status changes
Synchronization occurs automatically according to platform configuration schedules.

Monitoring Synchronization Activity

Engineering Metrics provides visibility into synchronized Jira data through dashboards and reporting features. Users can review:
  • Project activity
  • Issue trends
  • Delivery metrics
  • Workflow performance
  • Work management insights

Troubleshooting

Connection Test Failed

Possible causes:
  • Invalid Jira URL
  • Invalid API Token
  • Incorrect username
  • Network connectivity issues
Recommended actions:
  • Verify the Jira URL
  • Confirm the API Token is valid
  • Verify the username entered
  • Retry the connection test

Projects Not Appearing

Possible causes:
  • Insufficient Jira permissions
  • Project access restrictions
  • Synchronization delay
Recommended actions:
  • Verify project permissions
  • Confirm project visibility
  • Retry synchronization

Synchronization Issues

Possible causes:
  • API rate limiting
  • Authentication failures
  • Missing project permissions
Recommended actions:
  • Verify authentication credentials
  • Confirm project access permissions
  • Review synchronization status and retry

Best Practices

  • Use dedicated Jira service accounts where possible
  • Use descriptive connection names
  • Regularly validate API tokens
  • Synchronize only required projects
  • Monitor synchronization activity regularly
  • Periodically review project scope configurations

Summary

The Jira integration enables Engineering Metrics to securely connect to Jira and collect project management data from selected projects. By configuring connections and project scopes, organizations can gain visibility into delivery performance, workflow efficiency, issue trends, and overall project activity through centralized reporting and analytics.