Jira

Step-by-Step Setup

Step 1. Create a user in Jira who has the necessary access to projects (browse projects), the user list (browse users), and data — or select an existing user with these permissions.

Step 2. Add a Source in the system: if you’re using self-hosted Jira, you’ll need to provide a login (email) and password; іf it’s Jira Cloud, you’ll need to provide a login (email) and an API key.

If you are using Tempo, enable the corresponding option and add the API key generated in Tempo.

Step 3. Configure project integration within the added Source.

You need to specify the following fields:

Field

Description

External Project*

Select a project from the connected source

Start Date*

The date from which data will begin to be imported into ITFin

End Date

The end date of the integration (after this date, work logs and tasks will no longer be imported)

Project*

Select the corresponding project in ITFin

How to generate an API key in Jira?

An admin role is not required to generate an API key in Jira; you only need access to projects, tasks, and relevant data.

Step 1: Go to your Account settings in Jira.

Step 2: Go to Security > API Token > Create and manage API tokens.

Step 3: In the opened window, click Create classic API token.

When creating an API key, you should specify its expiration date — it’s important to generate a new key once the current one expires and update it in the integration settings.

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