Favro's Jira integration allows you to sync cards and issues across both platforms.

To set up the self-hosted Jira Server Integration:

  1. Open board settings (...) > More > Integrations and API... > Jira

2. Click the "Connect a Jira server" button > Select the "Self-hosted Jira Server" option

3. Add any server name into the "Configuration name" field

4. Click the "Connect" button

5. Copy the access token of your server from the Server list

6. Navigate to Jira self-hosted server > "Administration" menu > Manage apps > Search for "Favro integration" > Install "Favro Integration" app

7. Manage apps > Favro Integration > Configure

8. Paste access token into "Access token" field > Click "Add connection " button

9. Open board settings > More > Integrations and API... > Jira to configure/customize filters

10. Navigate to Jira self-hosted server > Issues > Select a filter you want to connect

11. Copy Filter ID from URL field

12. Navigate back to Favro > Paste copied filter id into "Filter ID" field

13. Click the "Connect" button

Now you have the self-hosted Jira Server Integration enabled. To manage mapping, see instructions To set up mapping Jira issue workflow statuses to Favro board columns.

To set up the Jira Cloud Server Integration

  1. Open board settings > More > Integrations and API... > Jira

  2. Click the "Connect a Jira server" button > Select "Jira Cloud server hosted by Atlassian" option

3.Add your Jira server link into the "Jira server address" field (e.g. https://example.atlassian.net)

4. Navigate to Jira server > Apps > Find new apps > Search for "Favro integration" > Install "Favro Integration" app

5. Navigate to Apps > Manage your apps > Favro Integration > Configure

6. Copy access token

7. Paste access token into "Jira cloud add-on access token" field in Favro

8. Click the "Connect " button

9. Open board settings > More > Integrations and API... > Jira

10. Select server from "Connected servers" list > Click on the "Connect filter" button

11. Navigate to Jira server > Filters > View all filters > Select a project you want to connect

12. Copy the Filter ID from the URL field

13. Navigate back to Favro > Paste the copied filter id into the "Filter ID" field

14. Click the "Connect" button

Note:

  • Favro will sync only issues applied to the selected Jira filter. If the issue is moved out of the selected filter in Jira, it will be archived on the Favro board and all changes made to it won't be synced to Favro

    • If the issue was moved back to filter it will be unarchived in Favro

  • To sync multiple Jira boards to your Favro board you need to connect multiple Jira filters. Issues from all connected Jira boards will be sent to the Favro board and will be synced.

To set up mapping Jira issue workflow statuses to Favro board columns

  1. Open board settings > More > Integrations and API... > Jira

  2. Select a server from the "Connected servers" list > Click the "Create mapping" button

3. In the opened window set parameters for the following fields:

  • Favro column (column in Favro to which mapping will be applied)

  • Issue type

  • Transition ID (ID of Jira column to which mapping will be applied)

  • Resolution (resolution the issue will receive in Jira)

4. Click the "Create" button

Users can add multiple mapping configurations, edit and remove them.

Note: The resolution dropdown contains all resolution statuses in the current Jira project. Resolutions set in Favro mapping settings won't be applied to Jira issue resolution. Instead, the resolution will be changed according to resolution configurations set for each column in Jira.

After applying mapping configurations to the Favro board, users will be able to change card status on Favro and it will be automatically changed in Jira.


Note: Mapping works only one way (from Favro to Jira): status changes made in Jira won't be synced to the Favro board.

To have mapping from Jira to Favro, you would need to set up automation inside Favro to have the status updated.

Jira status field will update automatically when you move cards in Jira. Automation would need to be set by this field as it changes and can be mapped. Here is an example of how you can set it up:

Mapping only applies for issue types mentioned in mapping settings (e.g. story type issue won't change its status in Jira if task issue type is set in mapping settings)


To find the column Transition ID

  1. Navigate to your Jira server > "Settings" menu > Issues

2. In the left menu select "Workflows" > Click the "View" button next to the project you need

3. Switch to the “Text” view > Copy Transition ID (numeric value in the brackets next to Jira column name)

To connect User Sync

  1. Open board settings > More > Integrations and API... > Jira

  2. Connect Jira Integration and Jira filter

  3. Toggle on "Sync users between Favro and Jira" > Press the "Turn on" button

To Setup automatic card-sending from Favro to Jira:

  1. Open board settings > More > Integrations and API... > Jira

  2. Click the "Setup Favro to Jira" button

3. Fill the following fields:

  1. Server address

  2. Project

  3. Issue type

  4. Parent issue key (sub-task issue type only) - parent Jira issue id for your sub-task

4. Click the "Confirm" button

After enabling automation settings all cards created on the Favro board will be sent to Jira automatically with the mentioned parameters.

Users are able to edit automation settings by clicking on the “Edit Favro to Jira” button:

And can remove the automation by clicking on the “Remove” button from “Automation” modal:

To disconnect the Jira Integration

  1. Open board settings > More > Integrations and API... > Jira

  2. Click the "Disconnect from x boards" button next to any server in the "Connected servers" list

3. Confirm disconnection by clicking “Disconnect from all boards” in the popup window

Disconnection applies to the entire organization. The integration disconnects each board in each collection. After disconnecting the Jira Integration, any changes made to a card are not synced until the integration is reconnected. After reconnection, all changes made in Jira without a connection will be synced to Favro.

To disconnect the Jira filter

  1. Open board settings > More > Integrations and API... > Jira

  2. Click the "Remove filter" button next to the filter connected to the Jira server

3. Confirm filter disconnection by clicking on the “Remove” button in the confirmation window

After disconnecting the Jira filter all issues synced from the disconnected filter will be removed from the Favro board.

Permission to edit boards

An Admin is able to Allow/Forbid regular users to configure Jira Integrations. To edit permissions:

  1. Open board settings > Permissions

  2. Toggle on/off "Members can configure this board"

If "Members can configure this board" is toggled on, all Members have permissions to connect, disconnect and configure Jira Integration. Otherwise, only Admin users have permissions to configure the Jira Integration.

If the Jira Integration is connected to more than one board only Admin users have permission to disconnect the Jira Integration.

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