Synchronizing PSA Projects to Jira Projects

If you enabled the Sync Projects from PSA to Projects in Jira workflow 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 Jira, the Project Name and Jira Project Key fields must be populated with unique values.
  • A project template (a project that has the Template field selected) cannot be synced with Jira.
  • The project manager (contact) record must correlated with a Jira user before the project is synced. For example, if you create the contact record while creating the project in PSA, it might not sync to Jira before the project, causing an error.

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

Key: * – Mandatory field

PSA Project - Jira Project Default Mapping

PSA Project Field

Jira Project Field
Project Name * Project
Jira Project Key * Key
Jira Project Type * Project type
Project Manager * Project lead
Notes Description

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

The Jira Project Type determines which template is used to create the new project in Jira:

  • "Software" - the new project is created using the Basic software development template;
  • "Business" - the new project is created using the Task management template.
Note:

The project is created as a classic project in Jira. Next-gen projects are not supported.

After a project 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. For more information, see Linking Existing Records.

Once a project is synced, the Jira Project URL field in PSA populates with a hyperlink to the related project in Jira. Similarly, the URL field for the project in Jira is populated with a hyperlink to the related project in PSA.

Notes:
  • Once a project is created in Jira, its type cannot be changed from PSA. If you need to change the project type, you must do so manually in both applications.
  • Jira projects 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 project 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.