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Jira Cloud – Google Sheets Guide

Exporting large datasets from Jira can be a challenge due to the inherent JQL (Jira Query Language) export limits. However, with the Jira Cloud Sheets add-on, you can easily overcome these limitations and export extensive data for comprehensive analysis. This blog post will guide you through the process step-by-step, ensuring that you can effectively utilize this powerful tool in your Jira environment.

Step 1: Understanding JQL Export Limits

Before diving into the solution, it’s important to understand the limitations you might face. Jira imposes certain restrictions on the amount of data you can export at once to ensure performance stability. This can be restrictive when dealing with extensive project data.

Jira Cloud Google Sheets Integration

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Step 2: Introducing the Jira Cloud Sheets Add-On

The Jira Cloud Sheets add-on is a powerful tool that integrates with Google Sheets, allowing for direct export of Jira data beyond the standard limits. It leverages the functionality of spreadsheets while enabling you to work with large volumes of Jira data efficiently.

Jira Could Sheets Can be found at the Google Workspace Marketplace under “Jira Cloud for Sheets”. Or Click Here!

Jira Cloud Google Sheets Integration

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Jira Cloud Google Sheets Integration

Alternative Way to Add Jira Cloud for Sheets

The Jira Cloud Sheets add-on can be added directly on the Google sheet web page.

Navigate to the ‘Add-ons’ menu select ‘Get add-ons’. Then, search for “Jira Cloud for Sheets.” Once you find it, hover over its card and click ‘+Free’. Proceed by following the prompts to grant the add-on the necessary access to your Google Sheets.

 

 

Jira Cloud Google Sheets Integration

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Jira Cloud Google Sheets Integration

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Step 3: Connecting Your Site

  1. Open Jira Cloud for sheets: Navigate to the new Extension from google sheets under “Extensions”
  2. Connect your site: After you click “open” follow the directions to connect your site to the google sheets. This will prompt you to enter your log in credentials for Atlassian in a pop up window and accept authorization.
  3. Open in Google Sheets: Look for an option or button that says “Export to Google Sheets” or similar, usually found near the export options.
Jira Cloud Google Sheets Integration
Jira Cloud Google Sheets Integration

Step 4: Get Issues from Jira

 

After successful authorization, you’ll be redirected back to your Google Sheets spreadsheet. You should then see a confirmation or an indication of the add-on’s successful integration.

Click on “Get Issues from Jira” in the Hamburger menu

A new window will appear for your to enter your issues and fields for the export.

Jira Cloud Google Sheets Integration

Jira Has several import types

 

After successful authorization, you’ll be redirected back to your Google Sheets spreadsheet. You should then see a confirmation or an indication of the add-on’s successful integration.

Click on “Get Issues from Jira” in the Hamburger menu

Here you will have a few different methods of importing data.

Import Type: Basic, JQL, Filter, Jira()

Jira Cloud Google Sheets Integration

Basic Import

 

With Basic import using the Jira Cloud Sheets add-on, you have the ability to specify various criteria for the data you wish to export to Google Sheets. You can select from different project fields, issue types, statuses, and even filter by text content. Additionally, you can define the order in which the data should appear.

Once you submit these criteria, the extension searches your Jira instance for issues that match and then exports the corresponding data directly into your Google Sheets

Jira Cloud Google Sheets Integration

JQL

Enter the JQL for the query you intend to execute. To verify its accuracy, you may use the “OPEN IN JIRA” link, which allows you to open and test your JQL query directly in Jira.

 

Jira will execute your specified query and populate the current sheet with all issues that match the criteria.

Jira Cloud Google Sheets Integration

Filter

 

The Filter View feature allows you to select from the filters you’ve previously created within your project. Once chosen, it populates the sheet with data corresponding to the criteria defined in the selected filter.

Jira Cloud Google Sheets Integration

Jira ()

 You can utilize the =JIRA() function right within a cell.

 

Important Considerations
  • Document Owner’s Permissions: This function operates under the document owner’s Jira account and permissions.
  • Sharing Caution: Be cautious when sharing a spreadsheet with the =JIRA() function enabled. Anyone with editing access can utilize this function and import data using the document owner’s account.
Jira Cloud Google Sheets Integration

Wrapping it up

Jira Cloud Sheets add-on is an invaluable resource for bypassing JQL export limits and handling large volumes of data efficiently. By following the steps outlined above, you can enhance your data management and analysis capabilities, leading to more informed decision-making and streamlined project management. As always, ensure you understand and comply with your organization’s data policies when handling and sharing exported data. Happy exporting!