How to Add Issues Created in Jira Software to Microsoft Excel

Step 1: Integration of My Apps with Jira Software and Microsoft Excel

*If the app integration is already completed, proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Jira Software and Microsoft Excel respectively, and integrate the apps.
　*Reference: How to Register My Apps in Jira Software
　*If your Microsoft 365 (formerly Office 365) plan is not a general business plan (Microsoft 365 Business), there may be a failure in authentication when integrating Microsoft Excel.

‍‍‍‍‍‍Step 2: Setting a Trigger to Activate When an Issue is Created in Jira Software

1. Open the copied template.
　*You can change the title to any desired one from the red box in the image below.

2. Click on the "App Trigger: When an Issue is Created" in the Flow Bot.

3. Select the integrated account and action.
　Change the title if necessary and click "Next".

4. Configure the API connection settings for the app trigger.
　Select and enter the trigger activation interval, subdomain, and project key.
　*The activation interval varies depending on the plan. Reference: List of Function Restrictions and Usage Limits for Each Plan

5. If the test is successful, click "Save".

Step 3: Setting an Action to Add a Record to Microsoft Excel

1. Select "Operate Database: Add Record" in the Flow Bot.

2. Configure the "Select Integrated Account and Action" settings.
　・Title: Change if necessary.
　・Each item in "Database Integration": Enter/select based on the notes at the bottom of the field.
　*The image below is an example of input.
　*For details on setting up database operations, you can also check here.

3. Click "Next".

4. Configure the detailed settings for database operations.
　Enter the values for the record to be added using the output obtained in Step 2.
　*The image below is an example of input.
　*The items of the Microsoft Excel sheet will be displayed.

　*The image below is an example of output reference.

5. Conduct a test, and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow "Add to Microsoft Excel when an Issue is Created in Jira Software".

Other Automation Examples Using Jira Software and Microsoft Excel

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Jira Software and Microsoft Excel.

If there's anything that interests you, please give it a try!

Automation Examples Using Jira Software

Add to Task Management App When an Issue is Created in Jira Software

Automatically add to Asana, Trello, etc., when an issue is created in Jira Software.

Create an issue in Jira Software using the responses from the form

Automatically create an issue in Jira Software using the responses from forms such as Google Forms or HubSpot.

Notify Chat Tools When an Issue is Created in Jira Software

Automatically notify Slack, Discord, etc., when an issue is created in Jira Software.

Automation Example Using Microsoft Excel

Register Survey Results Received by Email into Microsoft Excel

Automatically register survey results received via Gmail or Outlook into Microsoft Excel.

Read files stored in cloud storage with OCR and add them to Microsoft Excel

Automatically read files stored in Box or Dropbox with OCR and add them to Microsoft Excel.

Add records to Microsoft Excel when they are added to the customer management app

Automatically add records to Microsoft Excel when they are added to Salesforce, HubSpot, etc.

Benefits of Integrating Jira Software with Microsoft Excel

Benefit 1: Improved Work Efficiency

By integrating Jira Software with Microsoft Excel, manual data entry becomes unnecessary. With issue information automatically reflected in Microsoft Excel, team members can dedicate the time they used to spend on data entry to addressing issues. Additionally, project leaders can smoothly adjust priorities and assign tasks without switching between applications. This should lead to improved work efficiency for the entire team and smoother project progression!

Benefit 2: Reduction of Errors

Manual data entry often leads to human errors such as input mistakes. By automating information synchronization through integration, this risk can be significantly reduced. If accurate information is reflected from Jira Software to Microsoft Excel, it can prevent information analysis and decision-making based on incorrect data, leading to more reliable project management. This automation can be particularly helpful in situations where data accuracy is crucial.

Conclusion

We introduced a method to automatically synchronize issue information created in Jira Software with Microsoft Excel. By reducing the effort of data entry and the risk of errors through this automation, it should lead to improved work efficiency and smoother project progression. Conduct information analysis and decision-making based on reliable data to enhance the accuracy of project management! With Yoom, you can easily set up the integration, so give it a try!