Synchronizing PSA Projects to Jira Issues

Instead of syncing PSA projects to Jira projects, you can choose to sync projects to issues. This can be useful if your PSA projects tend to be smaller and shorter than a typical Jira project, or if you are using a separate Jira project for each team in your Professional Services department. The connector can create a parent level issue type in Jira, for example, an epic. Once the parent level issue is correlated with PSA , work logs created for the child issues, for example tasks or user stories, automatically create PSA timecards.

You can configure the type of Jira issue PSA projects are synced to. For more information, see Setting up the Synchronization of PSA Projects to Jira Issues.

If you enabled syncing PSA projects to Jira issues via the Feature Console, eligible projects are automatically synchronized to Jira. A project is eligible for syncing if the Sync with Jira checkbox is selected.

Notes:
  • For a project to be synced to a Jira issue, the Jira Project field must be populated. You must manually add the Jira project keys of all the relevant projects to the Jira Project picklist.
  • A project template (a project that has the Template field selected) cannot be synced with Jira.

When you create a new project in PSA, the connector creates a new Jira issue with the information listed below. Similarly, when you edit an eligible project in PSA, the connector updates the related issue in Jira.

Key: * – Mandatory field

PSA Project - Jira Issue Default Mapping

PSA Project Field

Jira Issue Field
Project Name * Summary
Jira Project * Project Key

For more information on modifying the default mappings or creating custom mappings, see Customizing Jira - PSA Mappings.

The reporter of the issue is always set to the user who authenticated the Jira application via the Feature Console.

After an issue is created in Jira, the Jira Correlation ID field is automatically populated in PSA. You must not change this value unless you are manually correlating existing projects and issues. For more information, see Linking Existing Records.

Once the issue is created, the Jira Project URL field in PSA populates with a hyperlink to the related project in Jira.

Notes:
  • If the Jira Project field is changed in PSA, the related issue is not moved to another project in Jira.
  • Jira issues are not deleted if the project is deleted in PSA, the Active field is deselected or the Closed for Time Entry field is deselected in PSA. If you need to delete a Jira issue created by the connector, you must do so manually in Jira.

If an error occurs during the synchronization, the PSA user who created or updated the project receives an email notification and a Foundations error message is created.