Two way sync - Jira Integration

Integrating IdeaScale with Jira allows you to push selected ideas directly into Jira to track them seamlessly through your development lifecycle. Follow these steps to configure the OAuth 2.0 integration between both platforms.

Step 1: Access Jira Integration Settings in IdeaScale

1. Log into your IdeaScale account as an administrator.
2. In the left-hand navigation panel, go to Settings >> Community >> Integrations >> All Apps.
3. Locate the Jira integration panel and click Manage.

Step 2: Create a New App in Atlassian Developer Console

To link IdeaScale, you need credentials generated from your Atlassian account.

1. Open a new tab and go to the Atlassian Developer Console ([developer.atlassian.com/console](https://developer.atlassian.com/console)).
2. Click Create and select OAuth 2.0 integration.
3. Give your app a recognizable name (e.g., Ideas Community).
4. Agree to the Atlassian developer terms and click Create.

Step 3: Configure App Authorization & Permissions

1. Add the Callback URL

1. In the Atlassian app settings, navigate to Authorization on the left menu.
2. Next to OAuth 2.0 (3LO), click Add.
3. Go back to your IdeaScale Jira Settings window and copy the Callback URL.
4. Paste this URL into the Callback URL field in the Atlassian console and click Save changes.

2. Configure Scopes (Permissions)

1. In the Atlassian developer menu, click on Permissions.
2. Find Jira API from the list and click Add, then click Configure.
3. Under the Jira platform REST API section, check the boxes to enable necessary permissions:
   • View Jira issue data (read:jira-work)
   • Create and manage issues (write:jira-work)
4. Click Save at the bottom of the scope configurations.

Step 4: Link Credentials to IdeaScale

1. In the Atlassian console, navigate to Settings from the left menu.
2. Under the Authentication details section, look for your Client ID and Secret.
3. Copy the Client ID from Atlassian and paste it into the Client ID field in IdeaScale.
4. Copy the Secret from Atlassian and paste it into the Client Secret field in IdeaScale.
5. In IdeaScale, click Save Changes.

Step 5: Authenticate and Connect

1. Once saved, click the Allow Access to Connect Jira button in IdeaScale.
2. A secure Atlassian window will open requesting access.
3. Under the "From site" dropdown, select your correct active Jira site URL (ensure it matches the URL configured in your settings).
4. Click Accept.
5. You will be redirected back to IdeaScale with a green "Jira connected successfully" confirmation banner.

Step 6: Configure Campaign Mapping & Fields

With the connection successfully established, you can now map where your ideas will go.

1. Under the Configuration section in IdeaScale, select your target Campaign, your target Jira Project, and the designated Ticket Type (e.g., Epic, Task, Story).
2. Click Save.
3. Next, map the technical data fields by clicking Field Mapping.
4. Align your IdeaScale Fields to the corresponding Jira Fields (e.g., mapping Idea Title to Jira Summary, Text to Description, Attachments, or Labels).
5. Click Save Mapping once finalized.
   
   

Your IdeaScale ideas are now ready to be pushed directly into Jira workflows! If you ever need to start fresh, you can clear these settings using the Remove Configuration option.