Connect Jira
Connect Jira to bring your projects and ticket activity into Flowstate, where they become effort, cost, capitalisation and R&D evidence. Flowstate only reads from Jira.
You need access to integrations. Ask your Flowstate admin. For the whole set-up, including linking projects, see Connect your project tool.
Before you start
- Your people in Flowstate, with the email address they use in Jira. See People and teams.
- A Jira account that can see every project you want. A service account is best, so the connection doesn’t depend on one person.
- An API token for that account, created at
id.atlassian.comunder Security → API tokens. - Your Jira site address, such as
https://yourcompany.atlassian.net.
You can connect one project tool at a time.
Connect Jira
- Go to Settings → Integrations, select Browse catalog and open Jira.
- Select Connect.
- Enter your site address in API URL, the account’s email in Email, and the token in API Key / Token.
- Select Test Connection. When it passes, select Continue.
- Choose whether to Auto-create Flowstate projects, then select Continue.
- Check the summary and select Complete Setup. The Configure Jira page opens.
- On the Data Mapping tab, under Project Source, choose JIRA Projects or Issue Types (e.g., Epic). Do this before the first sync: changing it later means clearing out the projects created the first way.
- On the Sync Settings tab, choose how far back to read under Initial Sync History Limit, then turn on Scheduled Sync, choose a Time of Day and select Save Schedule.
- Match people and teams. See Match people and teams from your tools.
To come back to these settings, select Configure on the Jira row of Settings → Integrations, then Configure on Jira again.
Check it’s working
Go to Settings → Integrations → Sync Health and open the Jira tab. When the first sync has finished, the status is Healthy and the counts of Projects, Tasks, Users and Activities are above zero. See Check and fix syncing.
What syncs
- Projects or epics (depending on Project Source), their tickets, who each ticket is assigned to, and status changes.
- Once a day at the time you choose. Add a webhook to see changes as they happen.
- Nothing goes back to Jira.
Optional settings
These are on the Data Mapping tab.
| Setting | What it does |
|---|---|
| Initiative Sync | Brings Jira initiatives in as Flowstate initiatives. Choose Auto-create initiatives or Suggest for review, enter the Initiative issue type, then select Save Initiative Sync. |
| Custom Field Mappings | Uses a Jira field to put a project in a cost centre, department or value stream, or to link it to a Flowstate project by name. Select Add Mapping, enter the field ID (such as customfield_10001) in Source Field, choose a Field Type, then select Save Mappings. |
| Delivery Status Mapping | Matches Jira statuses to Flowstate’s delivery statuses. A linked project’s status then comes from Jira. |
| Effort Tracking Configuration | Chooses which ticket types count towards effort, under Task Types to Include. This applies to your whole organisation. |
See changes as they happen
- In Flowstate, open the Webhooks tab and copy the Webhook Endpoint URL.
- In Jira, go to Settings → System → WebHooks and select Create a WebHook. You need Jira admin rights.
- Name it, for example “Flowstate Sync”, and paste the URL.
- Select the events Issue created, Issue updated and Issue deleted, then select Create.
Replace expired credentials
If the token expires or is revoked, syncing stops and a red banner says “Jira authentication failed — sync is paused.”
- Create a new API token at
id.atlassian.comunder Security → API tokens. - Open Jira’s settings and, on the Connection tab, select Edit Credentials.
- Paste the new token into API Key / Token and select Save Changes.
Done when: the banner has gone. To sync straight away, select Sync now on Sync Health.
Start again or disconnect
On the Advanced tab, under Danger Zone:
- Purge LiveProjects deletes every project created from this connection. Use it only before syncing again with a different Project Source.
- Delete Integration removes the connection.
Neither can be undone.
If something’s not right
Nothing is showing yet. The first sync reads your history back as far as Initial Sync History Limit, so it takes a while. Sync Health shows Syncing until it’s done.
Epics aren’t becoming projects. Project Source is set to JIRA Projects. Change it to Issue Types (e.g., Epic). If projects already exist from the old setting, select Purge LiveProjects first, then sync.
Syncing has stopped with an “authentication failed” banner. Replace the token.
Someone’s work isn’t counted. They aren’t matched to a person, or aren’t in Flowstate yet. See Match people and teams from your tools.