How can I integrate JIRA with Cayzu Help Desk?

Updated: 09/14/2022
Article #: 154


The Cayzu Help Desk JIRA integration will allow you to link development bugs/issues/features from Jira to individual Cayzu Help Desk tickets.

At the Cayzu Help Desk ticket level you will be able to: 
-Link the Cayzu support ticket to an existing Jira ticket.
-Create a new ticket into Jira and then auto link it to our Cayzu support ticket.
-Assign the ticket to a Jira project, Issue Type and put in a summary and who reported it.


To set up the Jira/Cayzu Integration, please follow these steps:

1. Log in to: https://id.atlassian.com/manage/api-tokens using your regular Jira account credentials.

2. Click Create API token.

3. From the dialog that appears, enter a memorable and concise Label for your token and click Create.

4. Click Copy to clipboard, then paste the token to your script, or elsewhere to save.

5. Log in to your regular Jira Account.  

6. Make note of your Domain (ex: https://example.atlassian.net) and JIRA Username and Password (This will be needed in the Cayzu Help Desk portal).

7. Log in to your Cayzu Help Desk account with an administrative account.

8. Click on Admin (left side menu) to access the Admin section.

9. Click on Apps.

10. Click on ON next to JIRA.

11. Input your JIRA: Domain, Username & Password.  (Please make sure the user in Jira has one of the following groups assigned to it or you will get an error when trying to add Jira into Cayzu):  jira-administrators, site-admins, administrators.

12. Choose your Jira sync settings from the drop downs in the pop up. (ex: When issue status id updated in JIRA, When a comment is added in JIRA etc..).

13: When done with your settings, Click UPDATE.

14: Now go into your Jira account and Click Settings>System> WebHooks.



15: Click Edit for the Cayzu Integration.



16: Under Comments, click Created & Updated (deleted is not required but optional)



After complete and updated a JIRA icon will appear when viewing a ticket. 


Your JIRA account is now integrated with Cayzu Help Desk.





Want more information on Cayzu Help Desk, visit: https://www.cayzu.com

 






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