SECTIONSSetting up the Integration Hub Connector: Jira - PSA
Before you can activate the connector via the Feature Console, you must configure several fields in the Integration Hub Connector: Jira - PSA custom setting. You must also add the required fields to the appropriate page layouts of the Assignment, Contact, and Project objects.
Perform the following tasks in the order to set up Integration Hub Connector: Jira - PSA
|
Step |
Tasks |
Related Help Topic |
|---|---|---|
| 1 | Create a custom setting record and customize the field values. | Configuring the Integration Hub Connector: Jira - PSA Custom Setting Fields |
| 2 | If you plan on synchronizing PSA projects to Jira issues, customize the relevant custom setting fields. Otherwise, skip this step. | Setting up the Synchronization of PSA Projects to Jira Issues |
| 3 | If you plan on synchronizing PSA project tasks to Jira issues or vice-versa, first the decide on the direction of the synchronization, then customize the relevant custom setting fields. | Setting up the Synchronization between PSA Project Tasks and Jira Issues |
| 4 | If you plan on updating PSA projects based on Jira issue status, customize the relevant custom setting fields and custom metadata type record. Otherwise, skip this step. | Setting up the Update of PSA Projects Based on Jira Issue Status |
| 5 | Add Jira - PSA fields to the relevant page layouts. | Customizing Page Layouts |