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General piplanning.io and Jira Integration FAQs

Updated over 9 months ago

Jira Application Link and Webhook

Click here to watch the video

In this guide, you will learn how to create application links in the Atlassian software. Follow these instructions to connect external applications and enhance collaboration within your organization.

1. Click "ALM Connections"

Click on "ALM Connections"

Click 'ALM Connections'

2. Click "Add new ALM Connection"

Navigate to "Add new ALM Connection"

Click 'Add new ALM Connection'

3. Click "Jira"

Choose the "Jira" option

Click 'Jira'

4. Click "Next"

Click on the "Next" button.

Click 'Next'

5. Enter Connection Name

Click on the "Connection name" field.

Enter Connection Name

6. Enter Customer JIRA URL

Click and enter "https://example.atlassian.net"" in the designated field.

Enter Customer JIRA URL

7. Click "Connect to Jira"

Click on the "Connect to Jira" button.

Click 'Connect to Jira'

8. Click the "Settings" Cog

Click here

Click the 'Settings' Cog

9. Click "Products"

Navigate to the "Products" section

Click 'Products'

10. Click "Application links"

Access the "Application links" page

Click 'Application links'

11. Click "Create link"

Choose the "Create link" option

Click 'Create link'

12. Select "Direct Application Link"

Enter the appropriate "external" information

Select 'Direct Application Link'

Enter the URL as "https://piplanning.io""

Fill '<a href="https://piplanning.io" target="_blank" rel="nofollow noopener noreferrer">https://piplanning.io</a>'

14. Click "Continue"

Proceed by clicking "Continue"

Click 'Continue'

15. Select "Use this URL"

Select the "on" option

Select 'Use this URL'

16. Click "Continue"

Continue by clicking "Continue"

Click 'Continue'

17. Click "Application Name"

Select the "Application Name" option

Click 'Application Name'

18. Fill "piplanning.io"

Enter "piplanning.io" as the value

Fill 'piplanning.io'

19. Select "Create Incoming link"

Choose the "on" option

Select 'Create Incoming link'

20. Click "Continue"

Proceed by clicking "Continue"

Click 'Continue'

21. Switch to RTE Cockpit

Navigate to "setup.piplanning.io"

Switch to RTE Cockpit

22. Copy unique Consumer Key

Click the "Copy" button.

Copy unique Consumer Key

23. Switch to Application Link Setup

Switch to Application Link Setup

24. Click "Consumer Key"

Click the "Consumer Key" button.

Click 'Consumer Key'

25. Paste Unique Consumer Key

Enter "pip-65440dd4d70570eb02807265".

Paste Unique Consumer Key

26. Switch to RTE Cockpit

Navigate to "setup.piplanning.io"

Switch to RTE Cockpit

27. Copy Public Key

Click the "Copy" button.

Copy Public Key

28. Switch to Application Link Setup

Switch to Application Link Setup

29. Click "Consumer Name"

Click the "Consumer Name" button.

Click 'Consumer Name'

30. Fill "piplanning.io"

Enter "piplanning.io".

Fill 'piplanning.io'

31. Click "Public Key"

Click the "Public Key" button.

Click 'Public Key'

32. Paste Public Key

Enter the public key.

Paste Public Key

33. Click "Continue"

Click the "Continue" button.

Click 'Continue'

34. In the RTE Cockpit, Click "Authenticate"

Click on "Authenticate"

In the RTE Cockpit, Click 'Authenticate'

35. When JIRA pop-up appears, Click "Allow"

When JIRA pop-up appears, Click 'Allow'

36. When JIRA pop-up appears, Click "Allow"

Navigate to "Allow"

When JIRA pop-up appears, Click 'Allow'

37. Click "Webhook"

Click on the "Webhook" option.

Click 'Webhook'

38. Click the "Settings" Cog

Click here

Click the 'Settings' Cog

39. Click "System"

Click on the "System" option to manage general configuration, global permissions, look and feel, and more.

Click 'System'

40. Click "WebHooks"

Click on the "WebHooks" option.

Click 'WebHooks'

41. Click "Create a WebHook"

Click on the "Create a WebHook" option.

Click 'Create a WebHook'

42. Fill "piplanning.io"

Enter "piplanning.io" in the specified field.

Fill 'piplanning.io'

43. Click "Status - Enabled"

Click on the specified status option.

Click 'Status - Enabled'

44. Fill "on"

Enter "on" in the specified field.

Fill 'on'

45. Fill "on"

Enter "on" in the specified field.

Fill 'on'

46. Fill "on"

Enter "on" in the specified field.

Fill 'on'

47. Fill "on"

Enter "on" in the specified field.

Fill 'on'

48. Fill "on"

Enter "on" in the specified field.

Fill 'on'

49. Click "Create"

Click on the "Create" button.

Click 'Create'

How to map a Team for a Jira Connection

This guide will walk you through mapping a team for a Jira connection in Piplanning. From accessing the Team Mapping feature to selecting specific projects and boards, follow the engaging instructions below to streamline your Jira setup process.

1. Click "Team Mapping"

Access the Team Mapping feature.

Click 'Team Mapping'

2. Select "Edit" on the team you want to map

Click here

Select 'Edit' on the team you want to map

3. Click "Add Project"

Add a new project.

Click 'Add Project'

4. Select Applicable Project from the list drop-down

Choose a specific project from the list.

Select Applicable Project from the list drop-down

5. Select Applicable Board from the list drop-down

Select a board from the options provided.

Select Applicable Board from the list drop-down
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