[OVERVIEW] What are the steps to set up Accompa-JIRA integration?

Here is an overview of the steps to configure and set up integration between your Accompa and JIRA systems:

Configuring the integration

1. To start you will need to add your JIRA API credentials to configure the integration. The following links contain instructions to do this for both the "Download" and "OnDemand" versions of JIRA:
   • Configuring JIRA integration for JIRA Download
   • Configuring JIRA integration for JIRA OnDemand

Setting up your first integration

2. Now it's time to create a new integration between your Accompa and JIRA systems. This link explains how to add your first integration:
   • How do I create a new "Integration" (Accompa-JIRA integration)?
3. Next, you'll need to set up the object mapping between the two systems. The following link contains the steps to create an object mapping:
   • How do I map objects between Accompa and JIRA?
   • Also, you may be wondering when it's best to create a new integration versus adding a new object mapping for an existing integration. This link has some helpful tips for deciding: "New Integration" vs. new "Object Mapping": When to use each?
4. With the objects mapped between Accompa and JIRA systems, it's time to set up your field mapping. This link explains the steps to set up the field mappings between your two systems:
   • How do I configure the field mappings for Accompa-JIRA integration?
   • Did you map an Accompa "picklist" to a JIRA "select list"? If so, then you'll then need to map the values between these two fields. This help article explains how to do this: How do I map values between an Accompa "picklist" to a JIRA "select list"?
5. Now there's one last step, you need to be sure to "activate" the new "integration" you've just created. By default, all new integrations are set to "paused". Follow the steps in this help article to "activate" your new integration:
   • How do I pause/activate an "Integration" (Accompa-JIRA integration)?

Setting up additional integrations

6. When setting up additional integrations between your JIRA and Accompa systems, there is one more question to consider: Whether to create a new "integration" or to add a new "object mapping" for an existing "integration."
   • This link has tips to help you decide this: "New Integration" vs. new "Object Mapping": When to use each?
7. If you decide to create a new "integration": Simply follow steps 2-5 above.
8. If you decide to add a new "object mapping" for an existing "integration": Follow steps 3-4 above.

If you need any help in configuring or setting up the integration, then please contact us at Accompa support. We'll help you promptly.