Jira Zendesk integration

In the ever-evolving world of project management and customer support, the integration between Jira and Zendesk facilitated by Getint is a true game-changer. This powerful connection bridges the gap between tracking project milestones and delivering exceptional customer service. By enabling a seamless flow of information between Jira and Zendesk, businesses can now manage projects and customer queries from a single, unified interface. This guide not only simplifies the setup process but also unlocks a world of efficiency and collaboration for teams of all sizes. Embrace the future of work with the Jira-Zendesk integration and revolutionize your project management experience.

Optimize Your Team's Productivity with Getint 's Jira-Zendesk Integration

Access the Getint App in Jira:

Navigate to Jira, go to "Apps," and select "Jira Zendesk integration"

Choose between "Continuous Sync" or "Migration" based on your integration needs.

1. Token Generation for Jira Cloud:

• Visit your Atlassian Account Settings and go to the Security section.

• Generate an API token in the API Token section. This token will authenticate your Jira Cloud.

Establish a Connection with Jira:

• Ensure you're logged in as a user with the correct permissions

• Click "Select App" and choose Jira.

• Select "Create New" to connect with your Jira instance.

• Name your connection, and add the URL of your Jira instance (without "/" at the end).

• Provide the login credentials.

Choose the Jira Project:

• With a successful connection, a dropdown menu will appear.

• Select the Jira project you want to integrate.

Connect to Zendesk:

• Access your Zendesk instance with Admin credentials. Select the four squares icon and choose ‘Admin Center’.

• Log in to Zendesk as an Admin. Select the four squares icon and go to ‘Admin Center' then navigate to ‘Apps and integrations’ -> 'Zendesk API'.

• Enable ‘Token Access’ and create an API token for the integration.

Configure Getint for Zendesk:

• Open the Getint app and select "Zendesk" as the connection app.

• Enter your Zendesk instance URL and click "Next".

• Name the connection and provide your login credentials, using the token captured as the password.

• Choose an existing connection or create a new one.

• On the next page, select your organization and click "Connect".

Map Types:

• Link Jira types (Task, Bug, Epic, Story) to synchronize in Zendesk.

• Specify the fields for integration or synchronization.

Field Mapping:

• Map key fields such as title/summary and description

• After configuring, name and save your integration settings.

Try the beta feature "auto-build" for automatic field mapping.

Filtering:

It is possible to filter the synchronization to have them customized for your needs and requirements.

UI Filtering Option:

• Click on the filtering icon near the app icon in your integration. This will apply to that side of the integration.

• Select if the filtering applies to All, New, and Synced items.

• Note that if the option “New items” is selected, the filtering will apply only to the new items, and the already synced items will continue to sync and update. If the option “Synced items” is selected, only the already synced items will be updated based on that filter.

• Choose the options and add the value for the filter. It is possible to filter more than one option for each field.

• Select Apply once you created the filters and Save the integration.

JQL Filtering:

• Select the app that will receive the filter.

• Under the field Custom JQL, it is possible to provide a JQL, which will be the filter for your sync and appended to the one generated when searching for issues in Jira (e.g., status in ('In Progress')).

• Save the integration.

Duplicate Setup and Select Different Projects:

• Go to Workflows.

• Click the 3 dots on the right side and select "duplicate."

• A side panel will appear. Select a new name for the integration (by default, the integration will be called “copy of” if the same projects are established).

• On the dropdown menu, select the projects you would like to integrate.

• For each side, select Connect. Then Duplicate.

• Save the new integration.

Leverage the Jira-Zendesk integration by Getint to optimize your project management and customer service processes. For further assistance or feedback, contact getint.io/help-center.