Jira Cloud + PagerDuty Benefits

• Tackle critical service requests and accelerate incident resolution with bidirectional sync between Jira Cloud issues and PagerDuty incidents.
• Populate out-of-the-box or custom issue fields, sync incident priority and notes, and configure state mapping between Jira and PagerDuty.
• Jira Cloud users can leverage PagerDuty’s integrations and PagerDuty AIOps functionality.
• This integration is compatible with both Jira Software and Jira Service Management products.

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Jira On-Prem Integration

If you're using Jira on-premises (Jira Server/Jira Data Center), please refer to our Jira Server Integration Guide.

Requirements

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Availability

The Jira Cloud Integration is available on the following pricing plans:

Professional, Business, Digital Operations (legacy) and Enterprise Incident Management.

Please contact our Sales team if you would like to upgrade your account to include the Jira Cloud Integration.

To Configure the Integration

In PagerDuty

• You must have an Account Owner, Global Admin, or Manager base role to configure the integration. Responder and Observer base roles will have read-only access to the Jira Cloud configuration page.

In Jira

• You must have an Admin role in order to install and manage the PagerDuty app.

To Use the Integration

In PagerDuty

• You must have a PagerDuty user license to use the integration.

In Jira

• Users in Jira do not need a PagerDuty account to use the PagerDuty app.

How it Works

If you configure the integration to create incidents and issues manually:

• When a user clicks Create Jira Issue on a PagerDuty incident, the action sends an Issue Created event to Jira Cloud, creating an issue.
• When a user clicks Create New Incident on a Jira Cloud issue, the action sends a trigger event to PagerDuty, creating an incident.
• PagerDuty incident and Jira issue statuses are mapped during integration configuration, and they are bidirectionally synced throughout the lifecycle of the incident and issue.

If you configure the integration to create incidents and issues automatically:

• When a user creates a PagerDuty incident, it will automatically create a Jira issue.
• When a user creates or updates a Jira issue matching a predefined JQL statement, it will automatically trigger a PagerDuty incident.
• PagerDuty incident and Jira issue statuses are mapped during integration configuration, and they are bidirectionally synced throughout the lifecycle of the incident and issue.

Integration Walkthrough

In Jira Cloud

1. Depending on your service region, navigate to one of the following apps in the Atlassian Marketplace:
   • US Service Region: PagerDuty for Jira Cloud. Click Get it Now to download.
   • EU Service Region: PagerDuty for Jira Cloud (EU only version). Click Get it Now to download.
2. Once the app installs, click Manage app in the confirmation dialog that appears. On the following screen, click Configure.
3. You will see a Jira connection code in the instructions that populate. Copy this key and keep it in a safe place for later use. Note: For security reasons, the key in this step must be used within 48 hours.
4. Optional: To activate PagerDuty in a Jira project’s sidebar, navigate to your project Project settings Apps PagerDuty Sidebar and enable the toggle Enable Sidebar.

In PagerDuty

Create Jira Extension

5. Navigate to Integrations Extensions.
6. On the Extensions page, click New Extension and then search and select Jira Cloud. The Add on the JIRA Extension Page modal will appear; click Open.
7. Click Add Account.
8. Enter the Jira connection code you generated within Jira and then click Connect Jira Account.

Map Jira Project to PagerDuty Service

9. In PagerDuty, navigate to Integrations Extensions Jira Cloud.

10. Select the Jira account to view the configuration settings.

11. Click New Configuration.

12. Select the desired Jira project and PagerDuty service(s) from the dropdown menus. If you select multiple PagerDuty services, a separate mapping will be created for each service. Note: Once you save a mapping, you cannot edit the selected project or service(s). You will need to create a new mapping in order to map a different project or service.

13. Enter the Configuration Details:

• Configuration name: Enter a name for your mapping.
• Issue Type: Select which issue type this mapping applies to.

Create Jira Issues from PagerDuty Incidents

14. Configure your Jira Issue Creation settings:
    • Creation Type: Choose either Automatically create issues when an incident triggers or Manually create issues using a Jira Action button on the incident details page.
    • Jira Field Mapping: Choose which Jira fields will map to PagerDuty fields. To create a new mapping, click New Mapping and select your desired fields from the dropdown menus.
    • Jira Test Issue: Click Create a Test Issue to test your configuration. This test will only create a Jira issue using placeholder information; it will not create a PagerDuty incident. If the test was successful, you’ll see a message appear with a link to the test issue.

Create PagerDuty Incidents from Jira Issues

15. Configure your PagerDuty Incident Creation with JQL settings:
    • To create PagerDuty incidents from Jira, check the box next to Create an incident if the issue matches the JQL statement.
    • Enter your desired JQL statement. For example, status = "To Do" AND summary ~ "PagerDuty Test" will create a PagerDuty incident when a Jira issue’s status is set to To Do and the issue summary contains the words “PagerDuty” and “Test”. Please refer to Atlassian’s documentation for more information on using JQL.

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Note

Do not include the Jira Project and Issue type in your JQL statement. These will be inferred based on what you selected in the Configuration Details section. You may see an error if you attempt to include these fields in the statement.

Sync Notes

16. If you’d like to sync notes between PagerDuty incidents and Jira issues, click the checkbox next to Sync notes to issues:
    • Choose the PagerDuty user that will be used for posting in the Account for note syncing dropdown. This user will be the author for any notes created by the integration.

Status Mapping

17. Select the appropriate Jira Status for each PagerDuty Status: Triggered, Acknowledged and Resolved.

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Incident Acknowledgement

Jira cannot change the state of an incident in PagerDuty to Acknowledged. This ensures only PagerDuty users can acknowledge an incident is being worked on.

Priority Mapping

18. If you have configured incident priorities in PagerDuty, you can map these to your Jira priorities. For each priority you want to map, click New Mapping and then select your desired PagerDuty priority and Jira priority values.

Once you have completed your configuration, click Save.

The integration is now complete. Please see our Jira Cloud User Guide for instructions on using the integration.

FAQ

Please read Jira Cloud Integration FAQ for answers to common questions.