Best Practice for Syncing Jira Projects into Excel (SharePoint) Using Power Automate

[arunachalam_angusamy]

Working on a solution where I need to maintain a SharePoint-hosted Excel workbook as a lightweight tracker for Jira projects.

Goal 
I want to automatically sync Jira project information (such as):

Project Key

Project Name

Status

Start Date (custom field)

Due Date

into an Excel table stored in SharePoint.

Approach 
I’m thinking of using Power Automate with:

A scheduled flow (Recurrence trigger)

Jira REST API call (ex: /rest/api/3/project/search)

Excel “List rows present in a table”

Upsert logic:

If ProjectKey exists → Update row

If ProjectKey not found → Add row

Optionally, I’m also exploring a real-time path using Jira Automation → Webhook → Power Automate HTTP trigger for single-record updates.

Has anyone implemented a similar Jira → Excel (SharePoint) synchronization successfully?

Are there known limitations with Excel connector filtering/updating large tables?

Would you recommend using project key mapping or another identifier?

Is the /project/search API the best approach, or is there a better Jira object to sync?

[Tomislav Tobijas]

Hi @arunachalam_angusamy ,

Firstly, have you maybe considered using Jira Cloud for Excel (official) app? It's free and it's developed by Atlassian. You can simply use JQL to search for specific items same as you'd do in Jira. Also, you can configure when the data will be updated:

I'd say your approach is also valid, but like other connectors, Power Automate can experience performance issues with large tables, especially when filtering or updating many rows.

If you would use Jira Automation to trigger a webhook for single-record updates > this is also a valid approach for near real-time syncs. With this, you coulduse smart values like {{project.key}} and/or {{project.name}} 👀

I haven't used Power Automate that much to be able to say more about it 🫤

Cheers,
Tobi

[Aron Gombas _Midori_]

You can solve this using the Better Excel Automation app.

With the app, you can periodically export Jira projects to Excel files (there is a built-in template for that) like this:

and email those using a simple and standard Jira automation rule:

I don't know if SharePoint can pick up files from email, but I would be surprised if it couldn't. If it can, then it should be very easy.

(Discl. this app is developed by our team.)