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The information on issues differs between Jira Software and Microsoft Excel...
Even if you manage issues carefully, there are times when the information differs between tools, right?
The solution to this problem is the integration of Jira Software and Microsoft Excel.
In this article, we will explain how to integrate Jira Software with Microsoft Excel without any coding, so that issues are automatically added to Microsoft Excel when they are created.
By integrating and automating these two applications, you can eliminate the hassle of manual data entry and reduce the occurrence of human errors.
I believe it will allow you to manage issues accurately and smoothly. Please give it a try!
In this article, we introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start immediately from the template below, so please give it a try!
[About Yoom]
We will now introduce how to create a flow bot that adds a task to Microsoft Excel when it is created in Jira Software.
Let's proceed with setting up the automation of the workflow between Jira Software and Microsoft Excel.
We will introduce the steps to create a workflow that adds a task to Microsoft Excel when it is created in Jira Software using a template.
1. Create a file in Microsoft Excel to manage tasks and save it to OneDrive or SharePoint.
2. Log in to Yoom.
3. Copy the Yoom template from the "Try it" button below.
*If you have already completed the app integration, please 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, 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), authentication may fail when integrating Microsoft Excel.
1. Open the copied template.
*You can change the title from the red-framed section in the image below.
2. Click on the Flowbot's "App Trigger: When an Issue is Created".
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".
1. Select the Flowbot's "Operate Database: Add Record".
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 section.
*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.
Use the output obtained in Step 2 to input the values for the record to be added.
*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 of "Adding to Microsoft Excel When an Issue is Created in Jira Software".
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Jira Software and Microsoft Excel.
If there is something that interests you, please give it a try!
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 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.
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.
By integrating Jira Software with Microsoft Excel, manual data entry becomes unnecessary. With issue information automatically reflected in Microsoft Excel, team members can allocate the time previously spent 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 smooth project progression!
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 analysis and decision-making based on incorrect data, leading to reliable project management. This automation can be particularly helpful in situations where data accuracy is crucial.
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 make decisions based on reliable data to enhance the accuracy of project management! With Yoom, you can easily set up the integration, so be sure to give it a try!
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