We recently integrated Jira and our CRM, ClientSuccess. It is showing 0 tickets for all customers, though we have assigned tickets. Is there something specific that needs to be done in Jira to allow this information to flow to our CRM?
HI @Lauren Cyrsky
How did you integrate your CRM and what do yo expect to happen?
We are using ClientSuccess and I have met with their IT team to ensure we set the integration up correctly. I think it might be an issue with the field we created as the identifier to link the Jira ticket to the customer in our CRM. Are there any permissions or blockers that could prevent this link from happening? We see all jira tickets in clientsuccess as 0, which means that we've connected the two systems but the ticket information is not being transferred.
Hi @Lauren Cyrsky
So this is probably via an API call, the user who makes the call does that user have a license in Jira and on the project does this user has the minimal permission "Browse"
Yes!
It looks like you're new here. Sign in or register to get started.
