Jira Monday.com integration
The Jira Monday.com integration provided by Getint allows users to seamlessly sync their project data between the two platforms.
Integrate Jira to Monday.com with Getint for an enhanced workflow with other teams, effective communication between teams/companies/customers, or simply migrate to Jira efficiently to maintain your previous backlog.
Combining Monday.com and Jira provides a powerful management solution for companies, offering complementary strengths in organization and project tracking. Monday's user-friendly interface and customizable workflows make it an ideal platform for task management and team collaboration. At the same time, Jira's robust issue-tracking and development capabilities cater to complex project needs. Integrating these platforms using Getint enhances efficiency by seamlessly synchronizing tasks, updates, and timelines. This integration fosters streamlined communication and ensures alignment across teams, maximizing productivity and driving success within the company's projects and operations. With Getint, you can integrate your Monday.com boards to your Jira Cloud, Jira Data Center, or On-Premise seamlessly and synchronize tasks across your workspace with efficiency. Please, follow the videos below and the written instructions to integrate your Monday.com workspace to any Jira workspace.
To set up two way Jira Monday.com Integration, follow the video tutorial below:
Prepare your workspaces, and check the fields you would like to integrate to the counterpart
Different projects have different requirements, with this in mind, you may like to track and integrate specific information for your project.
Monday has a multitude of custom field types that can be added to your board, make sure to have your board configured beforehand with all the custom fields you would like to integrate so that when creating the integration, you can visualize them for mapping and map them according to their counterpart in Jira.
Create the Jira Monday.com integration, add the connections
Access the Getint App in Jira
Here we are going to select the Jira - Monday Integration app for this integration, then create the connection for Jira with Jira’s API token and create the connection for Monday with Monday’s Personal API Token. Remember to give a name to your integration, then create it.
Navigate to Jira, go to “Apps”, and select the “Jira - Monday.com Integration" app (If you still don’t have the trial for this application, please check it at the Atlassian Marketplace on: Monday.com Jira Integration [2-way sync + migration] | Atlassian Marketplace
Select “Create Integration” then “Continuous Sync” or "Migration" based on your requirements.
Create the tokens for each workspace, and create the connections right after
For the integration to work properly, you need to grant access to both environments through their respective access tokens.
You can learn how to create the access token on Jira with the below, but you can also follow this article: Manage API tokens for your Atlassian account | Atlassian Support
In the video below you can learn how to create an access token for Monday, you can also read the instructions in the Monday article: Authentication
Add mapping fields and configure them
Add type mappings, and map them according to your organization’s interest
Create a task ↔︎ task, and subtask ↔︎ subtask task type mapping, add your desired fields and define the sync direction (unidirectional or bi-directional) with the arrows. and configure your task status synchronization. Save your integration at the end:
Click on the “Start with mapping types” button, and the “Map Your Types for a Seamless Integration” tab should pop up:
Map task to Item, and you can add another mapping type with subtask to SubItem, then click "Add“:
Click on the newly created type mapping to enter the field configuration, then start mapping your fields:
Use the “Add Mapping Field” button to map different fields of your workspaces to integrate them, the menu at the top can be used to navigate the Type Mapping Configuration screen to edit different settings of your mapping, such as Status and Comments & Attachments:
Use the dropdown menus to map your fields, for example, Assignee to Assignee, Due date to Due date, Title to Title, and so on, click on the arrows in the middle to define the synchronization flow (updates only unidirectionally from left to right, from right to left, or bidirectional)
Click the “Apply” blue button at the right bottom to save the changes made:
Map the statuses, use the dropdowns to map them according to your organization parameters, and click Apply to save the changes made.
Name your integration, then create it.
Create a test ticket on both sides to check if it’s working
Create a ticket or tasks on each side to test the integration:
Add a comment or attachment and change the task status to ensure the counterpart is capturing the mapped fields correctly.
In case you bump into an error while trying to integrate your software, please raise a ticket at our support channel: https://getintio.atlassian.net/servicedesk/customer/portals (You can also email us at support@getint.io).
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