Setting up the Synchronization of Jira Issues to PSA Project Tasks

If you want to synchronize Jira issues to PSA project tasks, you must:

  • Define the Jira issue types that will be synced to PSA project tasks. You can configure this in the Project Task Jira Issue Types field in the Integration Hub Connector: Jira - PSA custom setting. More information is provided below.
  • Ensure that the issue types exist in your Jira application and they are available for the projects that will be linked to PSA projects. If you are planning on synchronizing PSA projects to Jira projects, the issue types must also be available for the new projects created by the connector.
  • Ensure that the Priority and Status value mappings are configured according to your PSA and Jira applications. For more information, see Customizing the Priority and Status Value Mappings.

Once you've ensured that your Jira configuration is correct, perform these steps in PSA:

  1. From Setup, click Custom Code | Custom Settings.
  2. Next to Integration Hub Connector: Jira - PSA, click Manage.
  3. Click Edit.
  4. Next to Project Task Jira Issue Types, enter the names of the issue types in Jira separated by commas. For example, Task, Story, Sub-task
    Warning:

    If you are planning on synchronizing PSA projects with Jira issues, the issue type you defined for Jira Issue Type must not be included in the Project Task Jira Issue Types value.

  5. Deselect Use PSA as Source for Project Task Sync.
  6. Click Save.