Jira Cloud Integration

Seamless Jira Cloud Configuration with Squadcast - Learn how to effortlessly set up bidirectional integration for streamlined incident management. Comprehensive guide inside.

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 valid Squadcast cloud subscription or a trial account (in either the Pro, Premium or Enterprise plans)

• A user account in Jira Cloud version with Administrator privileges

• Only the Account Owner and Users with the Manage Extensions permission will be able to enable, disable and manage Extensions in Squadcast

• Users with Update role for services, will be able to override default team configuration at service-level

Configuring the Extension

In Jira Cloud: Installing Squadcast App

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 - Squadcast Jira Cloud plugin

Plugin for the EU data center - Squadcast for Jira Cloud (EU only version)

1. Click on Configure once the app has been installed

1. Copy the Jira Client Token that is available in Step 2 of the Configuration page

In Squadcast: Configuring Jira Cloud Extension

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.

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

1. Paste the previously copied Jira Client Token and click on Save & Next

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

1. 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

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

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 reporter.displayName != "Squadcast" to your JQL query configuration under your Jira Webhook configuration for Squadcast alert source.

Note:

Similarly, you can add multiple accounts using the above given steps.

To set up default configurations for your teams

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

1. Select Team within Squadcast, Jira Account you previously set up. Then, select the Jira Project in which tickets need to be created, select the Issue Type.

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

Your Default Team Configuration is set up!

Note:

This by default applies to all teams within Squadcast that you have selected.

Note:

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

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

Automatic mode

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

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

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

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.

Configuring a Jira Project for each Squadcast Service

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 - Triggered, Acknowledged, Resolved. 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

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.

Jira Notes in the Incident Details Page

Squadcast Notes in Jira

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.

Note:

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.

Have any questions? Ask the community.