Activating the Integration Hub Connector: Jira - PSA

Once you have configured the custom setting fields and performed any required customization steps, you can activate the Jira - PSA integration. This is done by enabling Integration Hub Connector: Jira - PSA feature in the Feature Console.

For more information on using the Feature Console, see Enabling and Disabling Features.

Prerequisites

Before you enable this feature, you must ensure that Customer Support has activated and configured the Integration Hub.

The PSA user you will authenticate to the Integration Hub must have the following permission sets assigned:

• IHC Jira to PSA
• FDN Core
• PSA - App Log

Notes:

• The user must also have View All and Modify All access to the Contact object.
• The user must also have access to the Timecard Entry UI Global custom setting definition.
• For timecards to be created in PSA, the user you use to authenticate must have the Time Entry permission for the projects and resources the timecards are created against. This must be granted via permission controls. For more information on permission controls, see Permission Controls.

You need the following connected app information to authenticate your PSA user:

• Consumer Key
• Consumer Secret

To authenticate a Jira user, depending on the version of Jira you need the following information:

• Username and password - for Jira Server. If your company uses Jira with Single Sign-On (SSO), you must create a non-SSO user for the authentication.
• Username and API token - for Jira Cloud. For more information on how to generate an API token, see the Jira Cloud Knowledge Base.

Notes:

• The Jira user must belong to the jira-administrators group and have the appropriate permissions for the workflows you enabled. For example, if you want to sync work logs to timecards, the user must be able to view the work logs.
• After you authenticate the Jira user to the Integration Hub, you must not change its username in Jira. Doing so will cause the integration to fail. To fix this error, authenticate the user again.

• If you switch from Jira Server to Jira Cloud or vice versa after having activated the connector, you must contact Customer Support and perform Feature Console steps 5, 6, and 7 again.

Enabling the Integration Hub Connector: Jira - PSA using the Feature Console

To enable the integration, perform the following steps:

1. On the Feature Console tab, click Integration Hub Connector: Jira - PSA.
2. Ensure that the PSA user you will use to authenticate has the required permissions and click Mark as Done next to feature step 1.
   For more information on assigning permissions and permission sets, see the Salesforce Help.
3. Ensure that you have configured the necessary fields in the Integration Hub Connector: Jira - PSA custom setting and click Mark as Done on feature step 2.
   For more information, see Configuring the Integration Hub Connector: Jira - PSA Custom Setting Fields.
4. If you are mapping PSA projects to Jira issues, ensure that the required configuration has been performed in Jira and click Mark as Done next to feature step 3.
   For more information, see Setting up the Synchronization of PSA Projects to Jira Issues.
5. Authenticate a PSA user to the Integration Hub. To do this:
   1. Click Launch next to feature step 4. If you are already using another connector, for example, Concur - PSA, the existing authentication is reused and the step is set to "Done". Otherwise, the FinancialForce Authentication dialog displays.
   2. Enter your Consumer Key and your Consumer Secret.
   3. Click Authenticate. The Salesforce Login page displays.
   4. [Optional] If you are testing the integration on a sandbox environment, change login to test in the URL of the page.
   5. Log in to Salesforce. Note that the user you are logging in as needs to have the permissions described in Prerequisites. The Allow Permission page displays.
   6. Click Allow to give the connected app access to your data. The Confirm Authentication page displays.
   7. Click Confirm. The Feature Console displays and the step status is set to "Done".
6. Authenticate a Jira user to the Integration Hub. To do this:
   1. Click Launch next to feature step 5. The Jira Authentication dialog displays.
   2. Enter your Jira username.
   3. Depending on the version of Jira you are using, enter your password or API token.
   4. Click Authenticate. When the authentication successfully completes, the step status is set to "Done".
7. Click Perform next to feature step 6. When the process completes, the status is set to "Done".
   This pushes the keys and mappings defined as IHC Mapping Jira to PSA custom metadata type records to the Integration Hub. The default set of keys and mappings is available out-of-the-box. If required, you can add custom mappings or edit the existing ones. For more information, see Customizing Jira - PSA Mappings.
8. Choose which workflows are performed by the connector. For example, you might want PSA projects to be automatically created in Jira but create Jira users manually. To do this:
   1. Click Launch next to feature step 7. The Enable Synchronization of Records dialog displays.
   2. Select all the workflows that you want to enable. The following options are available:
      • Sync Resources from PSA to Users in Jira
      • Sync Projects from PSA to Projects in Jira - only available if you didn't select the Map PSA Projects to Jira Issues custom setting field
      • Sync Projects from PSA to Issues in Jira - only available if you selected the Map PSA Projects to Jira Issues custom setting field
      • Update PSA Projects Based on Jira Issue Status - only available if you selected the Map PSA Projects to Jira Issues custom setting field
      • Sync Work Logs from Jira to Timecards in PSA
      • Sync Project Tasks from PSA to Issues in Jira - only available if you left the Use PSA as Source for Project Task Sync custom setting field selected
      • Sync Issues from Jira to Project Tasks in PSA - only available if you deselected the Use PSA as Source for Project Task Sync custom setting field
   3. Click Confirm.
9. [Optional] Click Perform next to feature step 8.
   This starts a background process that selects the Use for Syncing Time from Jira field on all the eligible assignments. When the background process is started, the status of the step is moved to "Done". For more information, see Monitoring Default Assignments for Jira Batch Jobs.
10. [Optional] Click Perform next to feature step 9.
    This adds the Jira Integration section and all the connector fields to the Project Layout page layout on the Project object. We recommend that you manually remove the fields that are not relevant for the workflows that you enabled. For more information, see Project Object.
11. [Optional] Click Perform next to feature step 10.
    This adds the Jira Integration section and all the connector fields to the Contact page layout on the Contact object.
12. [Optional] Click Perform next to feature step 11.
    This adds the Jira Integration section and all the connector fields to the Assignment Layout page layout on the Assignment object.
13. [Optional] If you use the Create Project and Create Project from Template features, ensure that you have added the relevant fields to the Create Project From Opp And Template Project Columns field set and click Mark as Done next to feature step 12.
    For more information, see Project Object.
14. When all steps are complete, use the Status slider in the Feature section to mark the feature as enabled.

The Integration Hub Connector: Jira - PSA is now fully active.