Integrate Jira with Engagedly (Indigo: V3)

Table of contents

1. Introduction
2. Admin setup
   2.1. Add IP addresses in Jira
   2.2. Enable Jira in Engagedly
3. Employee setup
   3.1. Generate an API token in Jira
   3.2. Connect Jira with Engagedly
   3.3. Get a JQL from Jira
   3.4. Link goals with Jira
   3.5. Edit or unlink goals from Jira
   3.6. Sync goals with Jira

1. Introduction

Integrating Jira with Engagedly allows seamless goal tracking between both platforms. This streamlines workflows, reduces manual updates, and aligns goal progress in Jira with organizational goals in Engagedly.

Admins must contact our support team to enable Jira for their organization (applicable to both premium and standard account types). Once enabled, employees can connect their individual Jira accounts to Engagedly and link their goals to Jira issues for automatic progress tracking.

2. Admin setup

Complete these steps to enable Jira for your organization.

Prerequisites

• Admin access to both Jira and Engagedly
• Jira premium account (required for IP allowlisting)

• Contact our support team to enable Jira for your organization

2.1. Add IP addresses in Jira

Admins with a Jira premium plan must add Engagedly IP addresses to the Jira IP allowlist to secure access and protect the organization's data.

1. Log in to your Jira account.

2. Click your profile photo at the top right and select Account settings.

3. Open the Security tab and scroll down to IP allowlisting.

4. Click Create allowlist and enter the name as required.

5. Open the "Applies to" drop-down and select tJira.

     6.  Enter the following IP addresses.

• • 54.210.226.13/32
  • 44.213.5.51/32
  • 54.152.11.219/32

     7.  Apply changes immediately or later.

     8.  Click Create.

If an allowlist already exists, edit it and add the above IP addresses.

After creating an allowlist in Jira, employees in your organization can integrate Jira with Engagedly and link their goals to Jira.

2.2. Enable Jira in Engagedly

After enabling Jira by our support team, admins must configure the integration.

Navigate to Settings > Integrations in Engagedly.

1. In the "Goals" field, click Jira.

     2.  Use the toggle to enable Jira and click SAVE.

Jira is now available to all employees.

To disconnect:

Follow the same steps to disable it.

3. Employee setup

After admins complete the setup, employees can connect their Jira accounts and link goals.

3.1. Generate API token

An API token is a unique identifier that allows secure access to Jira without sharing your password. It enables you to integrate external applications, such as Engagedly, with Jira. Employees can generate their own API tokens from their Jira accounts to connect Jira with Engagedly.

1. Log in to Jira.

2. Click your profile picture at the top right and select Account settings.

     3.  Open the Security tab.

     4.  Under "API tokens", click Create and manage API tokens.

     5.  Click Create API token, enter a label as required.

     6.  Set the token expiry date and click Create.

     7.  Copy the generated API token and paste it into Engagedly during integration.

3.2. Connect Jira with Engagedly

After generating an API token, employees can connect their Jira accounts with Engagedly accounts.

Prerequisites

• Jira enabled by the admin in Engagedly.
• An API token generated in Jira.

1. Log in to Engagedly.

2. Click your profile picture at the top right and select Account Settings.

3. Go to the Integrations tab.

4. Click CONNECT for "JIRA".

     5.  Enter the following in their respective fields:

• • Subdomain of your organization’s URL

  • Jira email ID

  • API token

     6.  Click Verify Connection.

Your Jira account is successfully connected with your Engagedly account.

To disconnect:

Follow steps 1 to 3, and click DISCONNECT for Jira.

3.3. Get a JQL from Jira

JQL (Jira Query Language) enables employees to create custom queries to filter, search, and manage specific issues in their Jira accounts. It supports searches based on various criteria, such as type, status, priority, assignee, reporter, project, and custom fields. By providing powerful and flexible search capabilities, JQL improves productivity, increases team transparency, and helps you easily track issues linked to your goals in Engagedly. Learn more about JQL.

1. Log in to Jira.

2. Click Filters at the top and select a default filter in the left panel.

3. In the "BASIC" search, open the drop-down to apply required filters.

     4.  Click JQL to view JQL in the search bar.

     5.  Copy the JQL and paste the same JQL in Engagedly when linking your goals.

You can use the JQL to locate the relevant issues in Jira.

Goal progress is calculated based on the tickets marked as "Done". The total progress percentage is determined by comparing the number of "Done" tickets to the total number of tickets returned by the JQL query.

3.4. Link goals with Jira

Linking goals in Engagedly automatically updates goal progress based on the associated Jira tickets. This streamlines workflows, saves time, and ensures accurate goal tracking by reducing manual updates and minimizing errors. Employees can link their individual goals to relevant Jira tickets for real-time progress tracking.

After linking goals, edit or unlink them if required. You can also manually sync goals at any time.

Prerequisites

• Jira connected to the Engagedly account.
• Get a JQL from Jira.

Navigate to Apps > Goals > My Goals in Engagedly.

1. Open the Add drop-down at the top right and select Individual Goal.

     2.  Enter the goal title.

     3.  (Optional) Click Add Description to include a relevant description.

When you create a goal, you automatically become the goal owner.

     4.  Search and select an employee from the drop-down to assign the goal to them.

     5.  Click Select Parent Goal and then click Align to align the goal to a top-level goal.

     6.  Select the goal duration and set the start and end dates.

     7.  Select the measurement type to track goal progress.

     8.  Open the drop-down to select the measurement logic and enter the minimum, maximum, or threshold values. Learn more in Understanding goal measurement types and progress logic.

     9.  Use the toggle to enable Auto-update progress from external apps? and select Jira.

    10. Paste the JQL query copied from Jira, and click Verify.

    11.  Click Link.

    12.  After linking a goal with Jira, click Save & Publish.

Your goal is successfully linked to Jira. New tickets added to the JQL automatically update progress. You can also link key results to Jira.

For more information, refer to Create a goal.

3.5. Edit or unlink goals from Jira

After creating a goal and linking it with Jira, edit or unlink it if required.

Navigate to Apps > Goals > My Goals in Engagedly.

1. Click the Overflow  Menu at the top right of a goal and select Edit. 
2. Scroll down to the "Linked to" field and do one of the following:

• • Click the Pencil icon, paste another JQL query, and click Verify.
  • Click the Unlink icon to remove the Jira connection from the goal.

3.6. Sync goals with Jira

After linking a goal with Jira, you can sync it at any time to keep the data consistent and up-to-date. You can sync goals manually or automatically.

To sync manually

Navigate to Apps > Goals > My Goals in Engagedly.

1. Hover over the status of an achieved Jira-integrated goal or key result.
2. Click Sync.

Automatic sync

Linked goals or key results sync automatically every four hours to keep progress up-to-date.