Connecting and using Jira to manage issue actions

Learn how to connect Jira to action your 6clicks issues

Topics covered in this article:

1. Overview
2. Setting up the integration - Jira side
3. Setting up the integration - 6clicks side
4. Enabling/disabling the integration
5. Using the integration to create or link Jira issues to Issue Actions 
6. How to disconnect Jira and the consequences of doing so 

Overview

GRC team members can manage Incidents and Issues in 6clicks, but allocate actions to tech team members in Jira. 

Tech team members can stay working in their core system to manage and complete tasks. 

The Jira integration handles the connection between the two systems keeping the GRC team always updated without anyone needing to move between the systems manually to monitor the status and progress of actions. 

Setting up the integration – Jira side 

1. As a Jira admin, log into Atlassian Developer Console https://developer.atlassian.com/console/myapps/ 
2. Under My apps > Create, select OAuth 2.0 integration. 
   
   
   
3. Give the app a name – e.g. “6clicks integration”, and accept the terms and click on Create. 
4. Set the Permissions for the app, by navigating to Permissions and then clicking Add next to the Jira API 
   
   
5. The Add button will change to Configure, click it again
6. Click Edit Scopes, and select the first 5 permissions: 
   1. read:jira-work 
   2. manage:jira-project 
   3. manage:jira-configuration 
   4. read:jira-user 
   5. write:jira-work 
      
7. Click Save 
8. Set the Authorization by navigating to the Authorization tab and clicking Add
9. Enter the Callback URL which is constructed via combination of the 6clicks instance you use eg. https://app-au.6clicks.io AND appending /app/admin/integrations/jira on to it. 
   
   
10. Click Save Changes 
11. Take note of the Authorization URL that is now generated, this will be required for the 6clicks setup.
12. Lastly, navigate to Settings 
    
    
    
13. Make note of the Client ID and Secret, these will be required for the 6clicks setup. 

Setting up the integration – 6clicks side

1. Ideally, on the computer as you set up Jira, login as a 6clicks Administrator and navigate to Administration > Integrations > Jira then click Connect.
   
2. For the Connect Jira step, you will need: 
   1. Authorization URL – recorded from previous section
   2. Client ID – recorded from previous section 
   3. Client Secret – recorded from previous section  
   4. Base URL – this is the URL for your Jira instance, eg. https://company.atlassian.net 
      
      
3. Complete all fields and click Next. This will redirect you authorize the integration. 
   
4. Verify that you are authorizing the correct app, and click Accept 
5. To Configure Jira Defaults: 
   1. Choose the Project you wish to create Jira issues under 
   2. Select the Type of issue you wish to create 
      
6. Then click Next 
7. For Field Mapping, you will need to map each 6clicks Issue Action field to a valid Jira Issue field. Only compatible fields will be shown in the drop down box. 
   
8. Click Next 
9. For Status Mapping, you will need to map a corresponding 6clicks status for each Jira Status.
    
10. Click Next 
11. Finally, once you have confirmed all configuration is complete, click Go Live. 
12. Jira should now show as Enabled 

Enabling/disabling the integration

To temporarily enable or disable the Jira integration you can toggle the switch under Administration > Integrations > Jira.

Using the integration to create or link Jira issues to Issue Actions 

With the Jira integration enabled, you will now see additional options when creating an Issue Action:

• 6clicks Issue Action – creates a regular 6clicks Issue Action
• Create Jira Issue – allows you to create a Jira Issue directly from 6clicks, as an Action 
• Link Jira Issue – allows you to enter in valid Jira Issue ID and link it as an Action 
• Once a Jira Issue has been connected as an Action it will appear in the Actions table 
  
• Action fields will automatically reflect name, dates, assignment and status from Jira as they progress 

How to disconnect Jira and the consequences of doing so

1. Navigate to Administration > Integrations > Jira 
2. Click Manage Settings 
3. Click Disconnect 
4. Accept the warning and the integration will be permanently removed

For assistance with this integration, please contact your Customer Success Manager, Solution Architect, or Support.