# Jira Cloud Integration

{% embed url="<https://www.youtube.com/watch?v=6-9wCIE1t6k>" %}

You can use this integration guide to install and configure the Squadcast extension in Jira Cloud to *create issues in Jira projects* for multiple *Jira Accounts* when there is an incident in Squadcast either *Automatically* or *Manually* and *sync the status bidirectionally*.

## Pre-requisites <a href="#pre-requisites" id="pre-requisites"></a>

* A valid Squadcast cloud subscription or a trial account (in either the Pro, Premium or Enterprise [<mark style="color:blue;">plans</mark>](https://squadcast.com/pricing))
* A user account in Jira Cloud version with <mark style="color:red;">`Administrator`</mark> privileges
* Only the Account Owner and Users with the <mark style="color:red;">`Manage Extensions`</mark> permission will be able to enable, disable and manage Extensions in Squadcast
* Users with <mark style="color:red;">`Update`</mark> role for services, will be able to override default team configuration at service-level

## Configuring the Extension <a href="#configuring-the-extension" id="configuring-the-extension"></a>

### In Jira Cloud: Installing Squadcast App <a href="#in-jira-cloud-installing-squadcast-app" id="in-jira-cloud-installing-squadcast-app"></a>

1. Login to your Jira Cloud account and install the Squadcast Jira Cloud plugin corresponding to your data centre.

Plugin for the US data center - [<mark style="color:blue;">Squadcast Jira Cloud plugin</mark>](https://marketplace.atlassian.com/apps/1221041/squadcast-for-jira-cloud?hosting=cloud\&tab=overview)

Plugin for the EU data center - [<mark style="color:blue;">Squadcast for Jira Cloud (EU only version)</mark>](https://marketplace.atlassian.com/apps/1227594/squadcast-for-jira-cloud-eu-only-version?tab=overview\&hosting=cloud)

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-8ea63ee9f2a0c414df86545ae8f30ca36dd52ff8%2Fjira_cloud_squadcast_1.png?alt=media" alt="Squadcast Jira Cloud plugin" width="563"><figcaption></figcaption></figure>

2. Click on **Configure** once the app has been installed

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-b1b77d68a5ec95d04e0922246b9a844cdbb3c207%2Fjira_cloud_squadcast_12.png?alt=media&#x26;token=4c8149b6-f76a-4ccb-81d8-b6cf28edadb0" alt="Configure Jira cloud in Squadcast" width="563"><figcaption></figcaption></figure>

3. Copy the <mark style="color:red;">`Jira Client Token`</mark> that is available in *Step 2* of the *Configuration page*

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-aaaf71e0dd16f8ed9a2c84266ed5f47a6875d38e%2Fjira_cloud_1.png?alt=media" alt="Jira Client Token in configuration page" width="563"><figcaption></figcaption></figure>

### In Squadcast: Configuring Jira Cloud Extension <a href="#in-squadcast-configuring-jira-cloud-extension" id="in-squadcast-configuring-jira-cloud-extension"></a>

You can connect multiple Jira accounts to your Squadcast account and configure different accounts & projects for the teams & services. This would be the global configuration for the Jira Cloud extension. After configuring the same, you can map multiple Jira Cloud projects to one or more Squadcast Services by following the steps [here](https://support.squadcast.com/integrations/extensions/jira-cloud).

1. In Squadcast, navigate to **Settings** and select the **Extensions** tab from the left navigation sidebar
2. Move over to the Jira Cloud extension and click on **Integrate**

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-8ff8287651cfd9645a925981888663bb4d37b95e%2Fjira_cloud_squadcast_2.png?alt=media&#x26;token=3d04bdb7-8ce6-4c4b-841d-8198252fc8c7" alt="Integrate the Jira Cloud extension in Squadcast extensions page" width="334"><figcaption></figcaption></figure>

3. Paste the previously copied <mark style="color:red;">`Jira Client Token`</mark> and click on **Save & Next**

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-1724f8390678d2ad14ad1dca9277fc8b9f82454d%2Fjira_cloud_3.png?alt=media" alt="Paste Jira Client Token to add Jira account" width="563"><figcaption></figcaption></figure>

4. Choose a name for your Jira account, for the connection, and click **Next**

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-0fc6f93d3e4c8cb063d1a7f80081ef0a45151638%2Fjira_cloud_4.png?alt=media" alt="Choose a name for your Jira account in Squadcast" width="563"><figcaption></figcaption></figure>

5. Then, select *teams* that will have access to this account. Jira tickets will be created for incidents for each service that has been created by a selected team. Lastly, click **Save & Integrate**

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-0f0157391ba5770ca09f99da79f58adcfcb158f6%2Fjira_cloud_5.png?alt=media" alt="Select teams to access Jira account" width="563"><figcaption></figcaption></figure>

Now, your Jira account has been set up in Squadcast. You can edit or delete this Jira Account.

{% hint style="warning" %}
**Important:**

\
If you are using both Jira as an alert source and Jira Cloud extension, sometimes it might cause duplicate ticket/incident loops depending on your configuration. In order to prevent that, please add this condition <mark style="color:red;">`reporter.displayName != "Squadcast"`</mark> to your JQL query configuration under your Jira Webhook configuration for Squadcast alert source.

<img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-e075302268403e8b633ebed2009fd13b317d5553%2Fjira_alert_source_and_extension.png?alt=media" alt="Add &#x22;reporter.displayName != &#x27;Squadcast&#x27;&#x22; to Jira Webhook configuration for Squadcast alert source to prevent duplicate ticket loops when using Jira and Jira Cloud extension" data-size="original">
{% endhint %}

{% hint style="info" %}
**Note:**

Similarly, you can add multiple accounts using the above given steps.
{% endhint %}

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-9ba5367121f1ec6736e703427e57399bb3a76bef%2Fjira_cloud_6.png?alt=media" alt="Add &#x22;reporter.displayName != &#x27;Squadcast&#x27;&#x22; to Jira Webhook configuration for Squadcast alert source to prevent duplicate ticket loops when using Jira and Jira Cloud extension" width="563"><figcaption></figcaption></figure>

To set up *default configurations for your teams*

1. Navigate to the **Team Configurations (Default)** section, click on **Add Configuration**.

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-669de8de8e9b0f7ac7e4e1d9a2c3f18e8d5af3c7%2Fjira_cloud_new_7.png?alt=media" alt="Add default configuration in jira cloud extension" width="563"><figcaption></figcaption></figure>

2. Select <mark style="color:red;">`Team`</mark> within Squadcast, <mark style="color:red;">`Jira Account`</mark> you previously set up. Then, select the <mark style="color:red;">`Jira Project`</mark> in which tickets need to be created, select the <mark style="color:red;">`Issue Type`</mark>.

Select the **Mode** in which you want to add tickets to Jira for incidents in Squadcast: **Manually** or **Automatically**. Then, map the Jira Issue Status to the available Squadcast incident statuses and click on **Save**

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-98eb63ef29304620bd50bd5181bd2b458b726283%2Fjira_cloud_8.png?alt=media" alt="Add detail configuration in jira cloud extension" width="563"><figcaption></figcaption></figure>

Your Default Team Configuration is set up!

{% hint style="info" %}
**Note:**

This by default applies to all teams within Squadcast that you have selected.
{% endhint %}

{% hint style="info" %}
**Note:**

You can override the default configuration at a service level by changing the default configuration, similar to Slack channel configuration.
{% endhint %}

You can configure multiple default team configurations using the above given steps.

That’s it! Your Jira Cloud integration is good to go.

## Usage of the Automatic and Manual Modes <a href="#usage-of-the-automatic-and-manual-modes" id="usage-of-the-automatic-and-manual-modes"></a>

### Automatic mode <a href="#automatic-mode" id="automatic-mode"></a>

If you have chosen the **Automatic mode** while configuring Jira cloud then you need not do anything. Any incident triggered for the selected Service(s) will automatically *create an issue* in the *selected Jira Project* with the *configured Issue Type*.

### Manual mode <a href="#manual-mode" id="manual-mode"></a>

If **Manual Mode** is chosen, follow the below steps to create a ticket in Jira:

1. Open the incident in Squadcast and click on the **More Actions** button on the **Incident Details** page

<figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-b762fca21df43e5af1665d325518fbccedb7c32c%2Fjira_cloud_squadcast_7.png?alt=media" alt="Jira cloud manual integration test in Squadcast" width="563"><figcaption></figcaption></figure>

2. Select **Jira Cloud** action and click on **Create a ticket in Jira**

<div><figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-23d554e0135a301b324acc7503a864f4d3a84f7f%2Fjira_cloud_squadcast_8%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(3).png?alt=media" alt="Select Jira cloud action to create a ticket in Jira"><figcaption></figcaption></figure> <figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-26ecb63a33272edade07051892c4dfa4a3cffbf0%2Fjira_cloud_squadcast_9%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(1)%20(2)%20(1).png?alt=media" alt="Select Jira cloud action to create a ticket in Jira"><figcaption></figcaption></figure></div>

A ticket will be created in the *selected Jira Project* with the *configured Issue Type*. This action will be recorded in the *Incident Timeline with a hyperlink to the created Jira ticket*.

<div><figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-e224310b710fa0eef0ab0075dec8199ec4fddda6%2Fjira_cloud_squadcast_10.png?alt=media" alt="Message after Jira ticket creation"><figcaption></figcaption></figure> <figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-ea466de9d2380372eb406b001f74289965ed949f%2Fjira_cloud_squadcast_11.png?alt=media" alt="Jira cloud manual integration test"><figcaption></figcaption></figure></div>

## Configuring a Jira Project for each Squadcast Service <a href="#configuring-a-jira-project-for-each-squadcast-service" id="configuring-a-jira-project-for-each-squadcast-service"></a>

If you would like for tickets to be created for incidents of each Service in a different Jira Project, you can configure so within the Services page.

1. Navigate to **Services** -> **Service Overview** -> select or search for your desired service.
2. Click on the service to navigate to the **Service Details** page.
3. In the top right, click **More** -> **Jira Cloud Project**
4. Here, map the *Jira Account* and *Jira Project* of your choice and click **Next**
5. Next, you can choose to either create tickets **Manually** or **Automatically** for the Service in the previously selected Project. Additionally, you can map the available Project **Status** to the incident states in Squadcast - <mark style="color:red;">`Triggered`</mark>, <mark style="color:red;">`Acknowledged`</mark>, <mark style="color:red;">`Resolved`</mark>. Then, click **Save**

If you configure a Jira Cloud Project for a Service, this setting will override the previously configured Jira Cloud Extensions settings (the global/default team configuration in Settings > Extensions > Jira Cloud).

### Jira Notes Sync <a href="#faqs" id="faqs"></a>

Sync your Jira notes seamlessly with your Squadcast account. This bidirectional sync ensures that any comment added to a Jira ticket will automatically appear in the Incident Notes section in Squadcast, and vice versa.

<div><figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-3407c37c8cf41f0796d16163e3f461c9144d3747%2FScreenshot%20from%202024-06-26%2012-07-49.png?alt=media" alt=""><figcaption><p>Jira Notes in the Incident Details Page</p></figcaption></figure> <figure><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-2262fc7ab01a474fa2da64a7ea9d30bc196ee7c6%2FScreenshot%20from%202024-06-26%2012-08-11.png?alt=media" alt=""><figcaption><p>Squadcast Notes in Jira</p></figcaption></figure></div>

In Squadcast:

* You can star a Jira note to mark it as important.

In Jira:

* You can edit or delete Squadcast incident notes directly from Jira.

{% hint style="info" %} <mark style="color:blue;">**Note:**</mark>

For all new users, this feature will be available upon configuring the extension. Existing users will need to update the Squadcast bot in Jira by following these steps:

1. In Jira Cloud, navigate to the **Apps** dropdown present in the top navigation bar.
2. Click on the **Manage Apps** button.
3. Search and click on the **Squadcast bot** from the Manage Apps page.
4. Then select the **Update** option to update the bot.

<img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-87d841b39cc2194f94601f0c72010b198b299054%2FScreenshot%20from%202024-06-28%2011-30-30.png?alt=media" alt="" data-size="original"><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-563e8745c5d19fdf0b98b90b455b81b5171ac76a%2FScreenshot%20from%202024-06-28%2011-30-45.png?alt=media" alt="" data-size="original"><img src="https://1574591692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8TaWz01jmUJl58p4ZVel%2Fuploads%2Fgit-blob-ca4fd396c43c166168c97e6b6e55fbbcf0980e41%2FScreenshot%20from%202024-06-28%2011-31-04.png?alt=media" alt="" data-size="original">
{% endhint %}

*Have any questions?* [*Ask the community*](https://community.squadcast.com/view/home)*.*