Connect Microsoft Excel and Jira Software Cloud to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Excel to Jira Software Cloud with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Jira Software Cloud - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Add Attachment to Issue" in Jira Software Cloud.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Jira Software Cloud, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Plan Restrictions
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Try ItTriggerPolling- Plan Restrictions
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Try ItTriggerPolling- Plan Restrictions
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ActionWrite- Plan Restrictions
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ActionWrite
- Plan Restrictions
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- Folder
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- WorksheetRequired
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Try ItTriggerPolling- Plan Restrictions
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- Trigger Column
Try ItTriggerPolling- Plan Restrictions
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- WorksheetRequired
ActionWrite- Plan Restrictions
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ActionWrite
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Practical ways you can use Microsoft Excel and Jira Software Cloud
Automate issue logging for engineering tasks
Simplify tracking bug reports or feature requests. When a new Jira issue is created, Zapier logs it into an Excel spreadsheet. This gives engineers a quick overview while maintaining an updated task record for analysis or reporting purposes.
Engineering
Sync Excel data with Jira for issue tracking
Keep your data in sync for accurate troubleshooting. When an Excel row is updated, Zapier automatically updates the linked issue in Jira Software Cloud. This reduces manual data entry, eliminating errors and ensuring IT teams always operate with accurate data for problem resolution.
IT
Generate Jira tasks from Excel updates
Streamline task creation by connecting Excel with Jira. When a new row is added in Excel to track project details, Zapier creates a new issue in Jira. This helps project managers maintain an updated task list and improves team accountability.
Project ManagementLearn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Jira Software Cloud on the Zapier blog
Frequently Asked Questions about Microsoft Excel + Jira Software Cloud integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Jira Software Cloud
How can I set up an integration between Excel and Jira Software Cloud?
To begin integrating Microsoft Excel with Jira Software Cloud, you need to use our platform to create an automated workflow, often referred to as a Zap. You'll start by selecting Excel as the trigger app and defining an event (like 'New Row Added'). Then, choose Jira as the action app and decide what happens next, such as creating a new issue. Our step-by-step setup guide will take you through the process seamlessly.
Can I update Jira issues directly from Microsoft Excel?
Yes, once you've set up the integration, changes in your Excel spreadsheet can automatically update corresponding issues in Jira. For instance, updating a row in Excel could trigger an update in a specific field of a Jira ticket. Just ensure that you have mapped the fields correctly during the setup of your Zap.
Is it possible to import data from Jira into Excel using this integration?
Absolutely! You can set up an action to pull information from Jira into your Excel spreadsheet, like importing all issues from a specific project or with certain labels/conditions. The key is setting up your trigger in Jira and defining how you'd like that data segmented into your spreadsheet.
How do I ensure data accuracy when transferring information between Excel and Jira?
Data accuracy is crucial. During the integration setup, particularly when mapping fields between Excel and Jira, ensure they match exactly in terms of format and field type. Our platform offers tools like filters and data formatting options to help maintain accuracy across both systems.
Are there any triggers available for changes made within Jira?
Yes, we offer several triggers for actions occurring within Jira Software Cloud. For example, you could set a trigger for when an issue's status changes or when someone adds a comment. This allows subsequent actions to be performed in Excel based on these triggers.
Can we automate tasks across multiple projects in both systems?
Certainly! You can configure workflows that span several projects within both Microsoft Excel and Jira. By defining project-specific conditions or using tags/labels, our platform enables seamless automation across diverse teams and project environments.
What level of permission do I need on both platforms to set up this integration?
To establish this integration effectively, ensure you have editor-level permissions or higher on both Microsoft Excel files you're working with and sufficient rights in your designated Jira projects for tasks like creating or editing issues.
