Setting up the Synchronization of PSA Projects to Jira Issues

If you want to map PSA projects to Jira issues, instead of with Jira projects, you must configure several Integration Hub Connector: Jira - PSA custom setting fields.

  • Jira Issue Type determines the type of Jira issues PSA projects are synced to. The type is also used as the highest-level issue for syncing work logs to timecards. By default, this is set to Epic.
  • Parent Issue Field is the name of the Jira custom field used to link an issue to a parent issue type, for example, Parent Issue. The relationship can have multiple levels, but the issue type defined in Jira Issue Type is the highest one taken into account. You only need to provide this value if the Jira Issue Type is a custom type.

If you want to map a project to a custom issue type, for example, a type named PSA Project that is the parent of epics, you must first create the issue type in Jira. You must also create a custom text-type field, for example, Parent Issue, that is used to establish a hierarchy to the custom issue type. You then need to make the custom field available for child issues, in this example, epics.

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. Select Map PSA Projects to Jira Issues.
  5. If necessary, change the value of the Jira Issue Type field, for example, enter PSA Project.
  6. If necessary, change the value of Parent Issue Field, for example, enter Parent Issue.
  7. Click Save.
Warning:

Before your users can start syncing PSA projects to Jira issues, you must manually edit the Jira Project picklist field on the Project object. You must add the Jira project keys of all the projects you want to create issues against as picklist values.