Excel Connector for JIRA 1.1.0
Installation and Functional presentation
Purpose of the plugin
Adressee:
This plugin is designated for any JIRA users, who would
like to manage JIRA issues directly from previously
generated MS Excel file.
This plugin allows:
Managing JIRA issues directly in MS Excel sheet:
•
•
•
•
Refresh issue in previously exported MS Excel sheet
Update issue directly from MS Excel
Update issue status directly from MS Excel
Create new issues from MS Excel
Compatibility with JIRA versions
and MS Excel
JIRA
version
Is
compatibile?
Excel
2007
2010
5.0.x
Yes
YES
YES
5.1.x
Yes
YES
YES
Installation and licensing
Find Excel Connector for JIRA plugin on Atlassian Marketplace
using Atlassian Universal Plugin Manager and install it.
Excel Connector for JIRA 1.1 is using Atlassian licensing.
Installation and licensing
To install Excel plugin, run the installer (Setup Excel Connector
for JIRA.msi) on the workstation with installed Excel 2007 or
2010 and follow the instructions that appear in the wizard. If
there are no Excel Connector for JIRA tab in Excel after
installation, you need to install Visual Studio Tools for Office.
Plugin functionality
Login window pops up after
clicking “Login to JIRA” button.
JIRA credentials and url have to
be typed.
If you want to remember your
credentials, you can check
„Remember credentials” option.
After logging, sheet will be
refreshed
(if
you
check
appropriate option).
Plugin functionality
After logging, user control panel appears and the sheet is
refreshed (if you check appropriate option).
User control panel contains buttons:
• Send changes to JIRA
• Refresh all issues in the sheet
• Refresh issues selected by user
• Create new issue
• Manage columns (adding, deleting, changing order)
• Filter and sort issues
• Show information about License
User can disable ability to change fields related with log work by checking
appropriate option.
Plugin functionality
To send updated/changed issues click “Send issues to JIRA” button.
Window show only updated issues.
You can select all issues or some of them to be updated in JIRA.
Plugin functionality
To refresh only few issues
from sheet, select appropriate
rows and click „Refresh
selected issues” button.
Plugin functionality
During status changing
you can edit appropriate
fields.
Plugin functionality
If you want to create new issue, select proper project and click „Create” button.
Then you have two options: you can create new issue (completing at least
required fields) or cancel creating.
Plugin functionality
User can add or remove columns from Excel sheet using proper button
(Add column, Remove column).
Then user should select column which want add-remove.
Plugin functionality
User can change columns order. First select cell in column which you
want to move and then click button with arrow (right or left).
Plugin functionality
User can sort issues by appropriate column. First of all
select cell in column, then click proper button.
Plugin functionality
User can filter issues by values in appropriate column. First
of all select cell in column, write word in search then click
filter button or press Enter.
During filtering issues some of functionalities are disabled.
Contact
In case of farther questions or any problems please mail to:
• atlassian@tt.com.pl