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Integrate with Planio

This article highlights a new alerting feature that's natively available in Jira Service Management which is gradually rolling out to some Jira Service Management Cloud customers. It may not yet be visible or available on your site.

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What does the integration offer?

Use the Planio integration to forward Jira Service Management alert activity to Planio as issues. Jira Service Management creates new issues in a Planio project when an alert is created.

How does the integration work?

When an alert is created, closed, acknowledged, or assigned in Jira Service Management, a Planio issue is seen in Planio.

Set up the integration

Planio is an incoming integration. Setting it up involves the following steps:

  • Add a Planio integration in Jira Service Management

  • Configure the integration in Planio

Add a Planio integration

To add a Planio integration in Jira Service Management, complete the following steps:

Bidirectional integrations aren’t supported in Free and Standard plans. All the other integrations are supported at a team level in Free and Standard; however, for their outgoing part to work, you need to upgrade to a higher plan. To add any integration at a site level through Settings (gear icon) > Products (under JIRA SETTINGS) > OPERATIONS, you need to be either on Premium or Enterprise.

Adding an integration from your team’s operations page makes your team the owner of the integration. This means Jira Service Management only assigns the alerts received through this integration to your team.

  1. Go to your team’s operations page.

  2. On the left navigation panel, select Integrations and then Add integration.

  3. Run a search and select “Planio”.

  4. On the next screen, enter a name for the integration.

  5. Optional: Select a team in Assignee team if you want a specific team to receive alerts from the integration.

  6. Select Continue.
    The integration is saved at this point.

  7. In Planio, go to the account page and copy the API access key.

  8. Paste the API access key into API access key.

  9. Enter your Planio account subdomain in Subdomain.

  10. Enter the ID of the Planio project in which Jira Service Management should create issues in Project Id.

  11. Select Turn on integration.
    The rules you create for the integration will work only if you turn on the integration.

Configure the integration in Planio

To configure the integration in Planio, complete the following steps:

  1. Go to the Administration settings in Planio.

  2. Enable REST web service.

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