How to integrate Jira with Google Sheets via Zapier
Step 1. Jira↔Zapier Integration
- Create a new integration with Zapier. Connect Jira using the company domain. Jira Cloud, in our case. Choose the New issue trigger.
2. Select the Jira project you want to import the issues from. Check if the data is loading.
Step 2. Google Sheets↔Zapier Integration
1. Add an action that should happen in the Google Sheets spreadsheet.
The first action is to search for the required row in the spreadsheet.
2. Fill in all fields: spreadsheet name, tabs, and where the data will be imported from.
3. Specify the Issue key column as the element for search. The value we are looking for is Key (unique issue key-number in Jira).
4. Specify the search condition— search from the bottom of the spreadsheet.
5. Select the Add function if nothing is found. Then a new issue will be added to the decision matrix.
6. Add fields to be included.
7. Click Test & Continue.
8. Name the automation.
Step 3. Google Sheets Automation Set Up
1. Fill out the next step. Add a new action (click plus) Update Spreadsheet Row in Google Sheets, which will automatically update the data in the specific columns. Specify the Google Drive name, the spreadsheet name, and the tab where you want to apply the changes.
2. Specify the data that should be changed if it is found. Specify the row in which the information will be updated and the issue type—the Task in this case. If step 2 is filled out, the necessary items will appear in the drop-down list.
3. Fill out all fields in which the information should also be updated. Click Continue.
4. Click Test & Continue.
5. Launch the integration (Zap).
6. Check. Move the backlog issue in Jira. Wait for some time or force the trigger.
Change the issue status.
How to integrate Jira with Google Sheets via Automate.io
Step 1. Create Automate.io bot
1. To integrate, use the Jira Issues tab in our template, where all the issues will go.
2. Create a bot in Automate.io.
3. Connect Jira. Specify your Jira login, password, and Jira base URL (domain).
4. Connect Google Sheets with full access.
5. Name the bot and save it.
Step 2. Set up adding new issues to the spreadsheet
1. The left column in the bot's settings indicates the actions in Jira. Choose New issues.
2. Specify the Jira project with the issues you want to integrate.
3. Select the data to be transferred. That's what they are for our template.
4. In the right column, set up actions in Google Sheets. Select Add Row and specify the table name and the tab where the data will go.
5. Save and run the test. Create a test issue in the specified project— It should appear in the table.
Step 3. Set up the issues updates
1. Create one more bot in Automate.io
2. Specify the Issues Updated trigger for Jira and Search Rows action for Google Sheets. It automatically searches for the issue in the matrix when it is changed in Jira.
3. Specify the Google Sheets spreadsheet and the tab where to search.
4. Specify the column with the parameter to be searched. Select Issue Key.
5. Specify the action if the required Issue Key is found. Set the Found condition—the operation will proceed only if the row is found.
6. Add a filter, where again specify the Found condition, which equals Yes.
7. After the filter, add the action that will occur in the weighted matrix—Update a Row. Specify the spreadsheet and the tab again.
8. Specify the Row ID (the number of the row in the spreadsheet) to look for.
9. Specify the parameters to be changed in each row. In the Output Fields box set the Row ID.
10. Change the status of the test issue in Jira and check if it has changed in the decision matrix.
Weighted Decision Matrix: Google Sheets Template
Get our decision matrix template used in the guide.
Here is how to use the matrix for task prioritization. Learn how to customize teams, criteria, formula, the number of priorities, and how to evaluate collaboratively.
If you're interested in Jira integration with Google Sheets to sync tasks for prioritization, give a try to Ducalis—it's free!
Prioritization in spreadsheets may seem easy and perfect at first. But after some time, you’ll probably start having problems like issue import crashing, lots of duplicated or lost data rows, the spreadsheet freezing when several people evaluate at once, or teams forgetting to evaluate at all.
Ducalis is super fast and has a low learning curve. Formulas never crash, and notifications remind users when it’s time to prioritize. You can:
- use it as a spreadsheet to add tasks manually
- import tasks from a tracker or Google Sheets with a csv file
- integrate it with your issue tracker, and the tasks will get uploaded and updated in real-time
Sign up and try adding a few tasks for evaluation. And when you see that it fits you, invite your teammates and forget the prioritization headache.
