Jira

Connecting Usersnap Track with Jira

Jira and Usersnap Track can be easily connected.

Usersnap Track can connect to your Jira Software and Service Desk projects via Jira Cloud or Jira OnPremise.

Here's how it works:

Log in to your Usersnap Track account or sign up for a free trial.

Go to your Usersnap Track project’s 3rd Party Integration tab and select Jira from the grid.

Choose the kind of Jira installation you have, Jira Cloud or Jira OnPremise, and enter the credentials of the user and the hostname of your Jira installation.

After entering your Jira credentials, click on 'Connect now!'.
You can now choose the Jira Software or Service Desk project where you want to send your Usersnap screens, the issue type (bug, task, improvement, etc.) and which priority level the issue should have.

Click 'Save' and start sending your Usersnap screens directly to your Jira project.

Creating Your JIRA User for Usersnap Track Integration

For security reasons, it is highly recommended to configure a specific Jira user which is only allowed to create issues (e.g. name the user "usersnap_track").

Go to Administration>Projects, choose your project and click on the 'Permissions' tab. From the 'Actions' menu, click on 'Edit Permissions'.

For detailed information about how to create and configure restricted users, please visit the Jira documentation on managing permissions.

Allowing Attachments

Because a Usersnap screen is sent to Jira as an attachment to the Jira issue created, attachments have to be allowed in your Jira settings.

In the Permission scheme of your project, under 'Create Attachments', configure your settings to grant 'Create Attachments' permission to your user's project role.

Using GoogleApps authentication with Jira

If you are using Jira OnDemand with Google Apps integration, you need to know that there are two different login credentials - the Jira-User and the Google-User.

Usersnap uses the Jira API, therefore you need to enter your OnDemand-Password. You can set or change your OnDemand-Password here:

Changing your Password in Atlassian OnDemand.

Please note that your username will be only the part before the “@” of your login email address.
Example: yourname is the username if yourname@yourcompany.com is your email address.

Common Problems

There are common issues encountered when connecting Usersnap Track with Jira.

Missing permissions of the connected account

Please make sure that the account used to connect Usersnap Track with Jira has the "Create Issue" project permission for the Jira project you are connecting with Usersnap Track. You can find further information on how to manage project permissions in the Jira documentation.

Missing fields in the screen configuration

Usersnap uses the following fields to define an issue. Please make sure that these fields are defined for the target screen of the project

  • Summary
  • Description

Please use the Jira Documentation on how to configure screens.

Setting correct field configurations

Other fields (such as those below) should be set to optional in your Jira field configuration settings as these fields cannot be defined automatically by Usersnap Track.

Please use the Jira Documentation on how to configure fields and set them to 'optional'.

  • Priority (optional)
  • Reporter (optional)
  • Environment (optional)

Jira