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Frequently Asked Questions

How do I get the app?

Open the app on the Atlassian Marketplace and click Get it now. You need to be an administrator of the Jira Cloud site to do this.

Set up a connection to your CRM

Add the app to each project where you like to use it. You need to be a project administrator to complete this process.

  1. Install the app via the Atlassian Marketplace
  2. In your Jira Cloud project, select Settings ()
  3. Select CRM integration
  4. If this is your first CRM integration, choose the CRM you want to connect to, then Continue
  5. Enter your credentials in the authentication dialog

Once you see the CRM settings page, you've successfully made the connection!

How do I choose what info displays on my Jira issues?

After you set up the CRM connection, you can choose the fields and objects you want to display. 

Which fields and objects do you support?

CRM

Objects

Fields

Salesforce
  • Accounts
  • Contacts
  • Leads
  • Accounts: all default and custom fields, related opportunities, related cases, related assets, related entitlement, and related contacts
  • Contacts: all default and custom fields, related opportunities, and related cases
  • Leads: all default and custom fields
Microsoft Dynamics
  • Accounts
  • Contacts
  • Accounts: all default and custom fields, related cases, related contacts, related leads, and related opportunities
  • Contacts: all default and custom fields, related leads, related opportunities

How do you match contacts, accounts, and leads?

We match the reporter's email address to the Contact or Lead email address in the CRM. If we don't find a match, you can manually match a Jira reporter to a CRM contact by clicking Link.

If I manually attach contacts, will they auto-match in the future?

Yes! When you manually link a Jira reporter to a CRM contact, the Jira issues the contact creates in the future are automatically mapped.

Can I unmatch a contact?

Yes. Click Detach (X).

How do I uninstall the app?

To uninstall apps, go to Jira settings > Add-ons.

How much is this app?

Completely free! You just need a valid license for Jira and your CRM.

I have more questions/ I have suggestions, who can I contact?

If you need technical support, raise a support ticket on support.atlassian.com.