Getting Started
Welcome to Zoho Desk for Jira! This guide will walk you through the steps to set up and configure the add-on. Follow the instructions below to ensure a smooth and efficient setup.
Step One: Add Connection
Add a new Connection Click on the Add Connection Button
Enter your desired Connection Name and click
Add Connection
Step Two: Authorize Connection
Click
Connect
to proceed with authenticating your Zoho credentials.Be sure to accept the authorization dialog when prompted.
If authentication is successful, you will see the connection details.
Step Three: Link Jira Project to Zoho Desk Department
To start linking and synchronising Jira Issues with Zoho Desk Modules (Tickets, Accounts, Contacts) in the Issue Context Panel, you must link a Jira Project to a Zoho Desk Department. Keep in mind that each Jira Project can only be linked to a single Zoho Desk Department.
Click
Link Jira Project
Enter Jira Project and Zoho Desk department. Click
Add Link
Upon successful addition, the Module mapping table will be displayed.
Step Four: Define your Module Mappings
Module Mappings establish the relationship between Jira Issue types and Zoho Modules. Within each module mapping, you can specify a list of fields for synchronisation.
Without a Module Mapping, you won't be able to push and pull. However, you can still link modules for viewing purposes only. Currently, only Tickets can be synchronized (Push/Pull). Other modules, such as Accounts and Contacts , are view-only.
Click Add Module
Select Jira Issue type and Zoho Module to map. Then, Click
Add Module.
If the addition is successful, the mapping will be displayed in the table
Step Five: Configure Field Mappings
Field mappings determine which fields will be synchronised between Jira and Zoho.
Click
Field Mapping
in the Module Mapping tableSelect list of fields to be synchronised. For each field, you can specify whether to synchronise inbound, outbound, or both.
(Optional) Configure Value Mapping You can configure value mapping for each field. Value mapping translates incoming values to outgoing values (vice versa). For example, if you would like to assign issue based on the Ticket Owner. You can define an inbound Value Mapping. In this case, the Ticket Owner with the value of
1001021000000139001
will be translated as account id5cce9b6d254e450fd8d1c45a
in Jira.
Finally, Click Save
once you are done.
Optional: Manage Fields displayed in Details dialog
In Issue Context Panel, user can view Details
of each Module Item.
To configure list of fields shown in the dialog, click the Available Modules
tab.
Click Manage Fields in Details Dialog
.
Modify the fields and click Save
when you are finished.
Additional Resources
If you need further assistance, don’t hesitate to contact our support team at atlassian@mybytes.tech. We’re here to help!
Thank you for using Zoho Desk for Jira!
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