Access Live Jira Service Desk Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Jira Service Desk data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Jira Service Desk within your Connect Cloud instance and accessing live Jira Service Desk data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Jira Service Desk, allowing you to easily access live Jira Service Desk data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Jira Service Desk, leveraging server-side processing to quickly return Jira Service Desk data.

Configure Jira Service Desk Connectivity for Excel

Connectivity to Jira Service Desk from Excel is made possible through CData Connect Cloud. To work with Jira Service Desk data from Excel, we start by creating and configuring a Jira Service Desk connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Jira Service Desk" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Jira Service Desk.

   You can establish a connection to any Jira Service Desk Cloud account or Server instance.

   Connecting with a Cloud Account

   To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Supply the following to connect to data:

   • User: Set this to the username of the authenticating user.
   • APIToken: Set this to the API token found previously.

   Connecting with a Service Account

   To authenticate with a service account, you will need to supply the following connection properties:

   • User: Set this to the username of the authenticating user.
   • Password: Set this to the password of the authenticating user.
   • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

   Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

   Accessing Custom Fields

   By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Jira Service Desk Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Jira Service Desk data from Excel for the web.

Access Live Jira Service Desk Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Jira Service Desk data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. JiraServiceDesk1), Table (e.g. Requests), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Jira Service Desk Data from Excel

In addition to viewing Jira Service Desk data in Excel, CData Connect Cloud also lets you update and delete Jira Service Desk data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Jira Service Desk (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Jira Service Desk

A notification will appear when the update is complete

Live Access to Jira Service Desk Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Jira Service Desk data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.