Linking Existing Records

If you want to link PSA and Jira records that were created before you started using the Integration Hub Connector: Jira - PSA, you must manually correlate them.

To link a PSA resource to a Jira Server user, enter the username from Jira in the Jira Correlation ID field in PSA. If you are using Jira Cloud, enter the user's account ID in the Jira Correlation ID field in PSA. For more information, see Manually Linking an Existing PSA Resource to a Jira User in the PSA Help.

To link a PSA project to a Jira project, enter the ID of the project from Jira in the Jira Correlation ID field in PSA. For more information, see Manually Linking an Existing PSA Project to Jira in the PSA Help.

To link a PSA project to a Jira issue, enter the ID of the issue from Jira in the Jira Correlation ID field in PSA. For more information, see Manually Linking an Existing PSA Project to Jira in the PSA Help.

To link a PSA project task to a Jira issue, enter the key of the issue from Jira in the Jira Correlation ID field in PSA. For more information, see Manually Linking an Existing PSA Project Task and a Jira Issue in the PSA Help.

After you link the records, future changes in PSA will be synced to Jira, if you have enabled the appropriate workflows via the Feature Console.

Notes:

• Adding the correlation ID or username to a PSA project or resource doesn't automatically update the record in Jira. You must change another field, such as the name, to sync it to Jira.
• If you correlate a project to a Jira issue that doesn't have the same type as defined in the configuration, the type of the Jira issue is updated accordingly. The issue type is configured in the Jira Issue Type field in the Integration Hub Connector: Jira - PSA custom setting.
• If you link existing PSA project tasks to Jira issues and you have enabled the Sync Issues from Jira to Project Tasks in PSA workflow, changes made in Jira are synced to PSA.