Configuring the Integration Hub Connector: Jira - PSA Custom Setting Fields

Most of the setup for the connector is done via the Integration Hub Connector: Jira - PSA custom setting. Depending on your requirements, you might not need to perform all the steps. For a full description of the available fields, see Integration Hub Connector: Jira - PSA Custom Setting.

Note:

If you edit any of the custom setting fields after activating the connector, you must deactivate the relevant workflows via the Feature Console and activate them again.

You must perform the following in all cases. If you are planning on synchronizing PSA projects to Jira issues, see Setting up the Synchronization of PSA Projects to Jira Issues.

  1. From Setup, click Custom Code | Custom Settings.
  2. Next to Integration Hub Connector: Jira - PSA, click Manage.
  3. Click New.
    Warning:

    You must create the custom setting record with the org access level. For more information on creating custom settings records, see the Salesforce Help.

  4. (Optional) Next to Email, enter the email address that will receive error notifications if the connector fails. If you leave this field empty, the email of the PSA user who authenticates to the Integration Hub via the Feature Console is used.
  5. If you are using Jira Cloud, select Use Jira Cloud. If you are using Jira Server, leave the field unselected.
  6. Next to Jira Application URL, enter the full URL of your Jira Application. For example, https://psa.atlassian.net.
  7. (Optional) Select Jira Welcome Email for Synced Resources if you want Jira to send a welcome email to new users created from PSA resources. This automated email contains the user's login information.
  8. If necessary, change the value of the Max Resource Days Per Week field. This determines the maximum number of timecard days, starting with Monday, time can be logged against each week for a resource. You can enter a whole number from 1 to 7. For more information, see Synchronizing Jira Work Logs to PSA Timecards.
  9. If necessary, change the value of the Max Resource Hours Per Day field. This determines the maximum number of timecard hours that can be logged each day for a resource. You can enter a decimal number between 1 and 24.
  10. If necessary, change the value of the Timecard Status field. This determines the status in which timecards are created by the connector. You must enter a valid timecard status.
  11. Click Save.