How to filter issues for a specific CRM customer

[Felix]

Hi. We are using JIRA cloud with the Hubspot CRM plugin. How can I do the following tasks?

1. I want to search/filter all my issues for a specific customer.
2. I want a (distinct) list of all linked customers, with the CRM plugin.

[Bogdan Gorka]

Hi, I do not know the CRM plugin, but question number 1 does not look all that difficult. I assume that your customer data is stored in some fileds eg. Summary or some dedicated Custom Field eg. Customer Name. Have you tried a normal JQL query?

Example:

1. Jira project key: CRM

2. Customer name: COCA-COLA

JQL example:

project = CRM AND Customer  ~ coca-cola

For question number 2 you would have to be more specific.

[Felix]

Hi.

It does not work. The data is not stored in a field. Instead, it is loaded and displayed by the plug-in.

[Bogdan Gorka]

So, in this case the best bet is to ask the authors of the plugin. Some plugins store data directly in a database and it makes it impossible to report on it using JQL. You may get to it with some BI solution such as PowerBI or eazyBI but you would need to find out what data is stored in which table etc.