Sapling’s Jira integration allows tasks to be sent from Sapling to a specific Jira project, with the task status, description and title then kept in sync between the two systems.
The task sent to Jira contains the following:
This can be named anything, however we typically suggest ‘Employee Transition Management’.
In Sapling, navigate to Admin>Integrations.
Then add your Jira domain and Project key (your domain must include https://).
You'll then be able to Generate your Consumer Key, Consumer Name and Public Key
In Jira, navigate to Settings > Products > Applicant Links
We then create a new link and Configure the Applicant URL. The link should be:
You'll then be able to input the Consumer Name. Do not enter any other information at this step and simple press continue.
Once saved, then edit the new link and add the:
Then click Continue.
In Sapling, we then click Launch Integration and provide Jira permission to send information into your account (to update the status of activities).
Finally, select the Jira state that matches Sapling's completed state (typically 'Done').
Once you have the Jira integration enabled, Admin and Account Owners can confirm which Tasks should be sent to become Jira tickets.
This is done on the Admin>Workflows page in Sapling. When creating a new task (or modifying an existing task) - change the Assigned to Jira.
Note that if you'd like to manage due dates through sapling, then you must set due date screens on Jira from 'Issues/Field Configurations'.
Once assigned to Jira, you will see the Jira icon as the task owner of the task. This means that when we assign the task, it will be sent to Jira. Tasks can be assigned in the onboarding or offboarding flows, or the Tasks Page.
When Tasks are completed in Jira (as the specified status in Jira project), the Tasks in Sapling will automatically be updated.
Will changes in tasks be sent to Jira?
How can I ensure the Jira integration is working?
Please review and confirm the following:
What action do I need to take if I am unable to launch the integration?
Can I set up the integration to speak to multiple Jira projects?
Once the integration is setup, who will the ticket be assigned too?