Jira Connector for MS Excel Jira Connector can be used to integrate Jira and your defined data source, e.g. Microsoft SQL, Oracle, Excel, Power BI, etc. Get, write, delete Issues, Users, Worklogs, Comments just in a few clicks! In this article you will learn how to quickly and efficiently integrate Jira data in MS Excel without coding. We will use high-performance Jira Connector to easily connect to Jira and then access the data inside MS Excel. Let's follow the steps below to see how we can accomplish that! Download Documentation Jira Connector for MS Excel is based on ZappySys API Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few.

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Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Jira using MS Excel we first need to create a DSN (Data Source) which will access data from Jira. We will later be able to read data using MS Excel. Perform these steps:

1. Download and install ODBC PowerPack.

2. Open ODBC Data Sources (x64):

   

3. Create a User data source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
   • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.

4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Jira" from the list of Popular Connectors. If "Jira" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

   JiraDSN

   Jira

   

5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    API Key based Authentication [Http]

   Steps how to get and use Jira credentials
   Firstly, login into your Atlassian account and then go to your Jira profile:

   1. Go to Profile > Security.
   2. Click Create and manage API tokens.
   3. Then click Create API token button and give your token a label.
   4. When window appears with new API token, copy and use it in this connection manager.
   5. That's it!

   Fill in all required parameters and set optional parameters if needed:

   JiraDSN

   Jira

   API Key based Authentication [Http]

   https://[$Subdomain$].atlassian.net/rest/api/3

   Required Parameters
   Subdomain	Fill-in the parameter...
   Atlassian User Name (email)	Fill-in the parameter...
   API Key	Fill-in the parameter...
   Optional Parameters
   CustomColumnsRegex

   

    Personal Access Token (PAT) Authentication [Http]

   Steps how to get and use Jira credentials
   Follow official Atlassian instructions on how to create a PAT (Personal Access Token) for JIRA

   Fill in all required parameters and set optional parameters if needed:

   JiraDSN

   Jira

   Personal Access Token (PAT) Authentication [Http]

   https://[$Subdomain$].atlassian.net/rest/api/3

   Required Parameters
   Subdomain	Fill-in the parameter...
   Token (PAT Bearer Token)	Fill-in the parameter...
   Optional Parameters
   CustomColumnsRegex

   

    OAuth (**Must change API Base URL to V3 OAuth**) [OAuth]

   OAuth App must be created in Atlassian Developer Console. It is found at https://developer.atlassian.com/console/myapps/ [API reference]

   Steps how to get and use Jira credentials
   Firstly, login into your Atlassian account and then create Jira application:

   1. Go to Atlassian Developer area.

   2. Click Create and select OAuth 2.0 integration item to create an OAuth app:

      

   3. Give your app a name, accept the terms and hit Create:

      

   4. To enable permissions/scopes for your application, click Permissions tab, then hit Add button, and click Configure button, once it appears:

      

   5. Continue by hitting Edit Scopes button to assign scopes for the application:

      

   6. Select these scopes or all of them:

      

   7. Then click Authorization option on the left and click Add button:

      

   8. Enter your own Callback URL (Redirect URL) or simply enter https://zappysys.com/oauth, if you don't have one:

      

   9. Then hit Settings option and copy Client ID and Secret into your favorite text editor (we will need them in the next step):

      

   10. Now go to SSIS package or ODBC data source and in OAuth authentication set these parameters:

       • For ClientId parameter use Client ID value from the previous steps.
       • For ClientSecret parameter use Secret value from the previous steps.
       • For Scope parameter use the Scopes you set previously (specify them all here):
         • offline_access (a must)
         • read:jira-user
         • read:jira-work
         • write:jira-work
         • manage:jira-project
         • manage:jira-configuration
         NOTE: A full list of available scopes is available in Atlassian documentation.
       • For Subdomain parameter use your Atlassian subdomain value (e.g. mycompany, if full host name is mycompany.atlassian.net).
   11. Click Generate Token to generate tokens.
   12. Finally, select Organization Id from the drop down.
   13. That's it! You can now use Jira Connector!

   Fill in all required parameters and set optional parameters if needed:

   JiraDSN

   Jira

   OAuth (**Must change API Base URL to V3 OAuth**) [OAuth]

   https://[$Subdomain$].atlassian.net/rest/api/3

   Required Parameters
   ClientId	Fill-in the parameter...
   ClientSecret	Fill-in the parameter...
   Scope	Fill-in the parameter...
   ReturnUrl	Fill-in the parameter...
   Organization Id (Select after clicking [Generate Token])	Fill-in the parameter...
   Optional Parameters
   Custom Columns for output (Select after clicking [Generate Token])

   

6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

   

   ZappySys API Driver - Jira

   Jira Connector can be used to integrate Jira and your defined data source, e.g. Microsoft SQL, Oracle, Excel, Power BI, etc. Get, write, delete Issues, Users, Worklogs, Comments just in a few clicks!

   JiraDSN

   

7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in MS Excel to retrieve data from Jira. Hit OK button to use this query in the next step.

   SELECT * FROM Issues

   
   Some parameters configured in this window will be passed to the Jira API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.

8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in MS Excel:

   

   ZappySys API Driver - Jira

   Jira Connector can be used to integrate Jira and your defined data source, e.g. Microsoft SQL, Oracle, Excel, Power BI, etc. Get, write, delete Issues, Users, Worklogs, Comments just in a few clicks!

   JiraDSN

   SELECT * FROM Issues

   
   You can also access data quickly from the tables dropdown by selecting <Select table>.
   A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Jira API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Jira servers).

9. Click OK to finish creating the data source.

Video Tutorial

Read data in Excel from the DSN

1. In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:

   

2. A small window opens, then simply select the data source you created in previous steps:

   JiraDSN

   

3. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   JiraDSN

   

4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!

   

5. Finally, finally, use data extracted from Jira API in an Excel worksheet:

   

Actions supported by Jira Connector

Learn how to perform common Jira actions directly in MS Excel with these how-to guides:

• Create Issue Comment
• Create Issues
• Create Project
• Create User
• Create Worklog
• Delete Issue
• Delete Issue Comment
• Delete Project
• Delete User
• Delete Worklog
• Get custom field context options
• Get custom field contexts
• Read Application Roles
• Read Changelog Details
• Read Changelogs
• Read Changelogs by IDs
• Read Comments
• Read Custom Fields
• Read Fields
• Read Groups
• Read Issue Types
• Read Issues
• Read Projects
• Read Resources
• Read Users
• Read Worklogs
• Update Issue
• Update Issue Comment
• Update Worklog
• Upsert Project
• Generic Request
• Generic Request (Bulk Write)

Conclusion

In this article we showed you how to connect to Jira in MS Excel and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Jira, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Jira Connector for MS Excel and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Jira Connector for MS Excel Documentation

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