May 10, 2019 · Integrating BizMerlinHR with 3rd Party Applications,
You can easily integrate your BizMerlin cloud instance with your Atlassian cloud instance.
I. Linking JIRA with BizMerlin
- Setup JIRA in Third Party Integrations
- Go to the top right “Setup” menu and scroll down then click on “Third Party Integrations”: Setup-> Third Party Integrations.
- On the Third Party Integrations page, click on the button “Add New” and choose “JIRA”.
- In the field Host specify your JIRA account URL (the address of your Atlassian cloud site). For example, if your Jira dashboard is at https://ACME.atlassian.net/secure/Dashboard.jspa then the Host name should be https://ACME.atlassian.net
- Fill in your Username in field Username and Password in Password field.
Now, you are ready to Integrate with JIRA.2. Add JIRA function in Post Functions
- Go to the top right “Setup” menu and scroll down and click on “Third Party Integrations” and click on “Post Functions”: Setup->Third Party Integrations-> Post Functions.
- On Post Functions page, select Object as “Project” from drop down, JIRA integration configured in section 1 (Setup JIRA in Third Party Integrations) from Third Party Integration drop down as well as “createproject” from Function drop down with field mapping in given Text Area.
- Click “Save” button to save Post Function.
- You can see selected Post Function in the table on the same page.
Now, you are ready to create project in JIRA, whenever you will create a Project in BizMerlin.
II. Automatic JIRA project synchronization with BizMerlin Project
BizMerlin-JIRA integration allows you to sync the creation of “Projects”: when you create a “Project” entity in BizMerlinHR, the system syncs and automatically creates a “Project” entity in JIRA.
Creating New “Project” in BizMerlin and syncing with “Projects” in JIRA
- In BizMerlin, go to the top menu “Allocations” and click “Projects”.
- Then you can see a list of all your Projects with BizMerlin. Click on “New Project” button on top left corner of this page.
- Fill in the required fields and click “Save Project” button. Your project will be created in BizMerlin as well as JIRA.
Pulling “Projects” in BizMerlin from JIRA
- In BizMerlin, go to the top menu “Allocations” and click “Projects”.
- There you see a button “Pull from JIRA” on top right.
- Click on button. Your all JIRA projects will be created in BizMerlin.
- Finally, you will see a notification message on screen.
Note: The JIRA User specified in Third Party Integrations setup will become the Lead of the Project in JIRA.
Failure Conditions
- You must specify Username instead Email used to login into your JIRA Account.
- If you specify Email id then Project creation in JIRA will fail.
- You must specify correct Username and Password of you JIRA account.
III. Update expense/invoice
This is not currently supported. If your want to modify Project details, you need to modify it directly in JIRA.