We have JSD Cloud and Jira Software Cloud, I worked to merge the two so that they are now on the same Org. That said I'm trying to figure out how to do a few things, here are some details.
1) I want to get JSD Cloud issues into Jira Software Cloud so they can be properly sprinted.
2) All of our JSD Cloud projects are Service Desk Projects
3) The Project I wish to use is a Project Type of Software. (Classic)
I've looked up tons of different answers but they really are not consistent and of the few solutions I've attempted they've not worked or made sense. I'm extremely new to Admin'ing for Jira, I've primarily been the Admin for our JSD and learned it over the last 3 months. So I do have a decent grasp of the Jira Service Desk admin piece.
Hello @Sam Starett
Thank you for reaching out.
When you say both Jira Software and Service desk are in the same Org, can you confirm if they are also on the same site? I mean, can you see both SD and Software projects using the same base URL?
If they have the same users and you want to integrate both Software and Service desk applications, it makes more sense to use both apps on the same site.
Supposing both applications are on the same site, I'll provide you further details about each topic of your question so we can confirm we are on the same page here:
- Need to be able to get these tickets into boards on Jira Software
- I'd like to see all JSD tickets enter into a backlog in Jira Software for a specific project
The boards of Classic Software projects in Jira Cloud display issues based on a JQL filter. That being said, you can edit that board filter to properly display/report tickets from a different project, including the tickets from your Service desk Project.
Once you edit the filter to include the SD tickets, go to your board > ... > Board settings > Columns to map the statuses of your SD tickets for each board column or in the backlog.
You can check the links below for more details on how you can achieve it:
- The users are all the same across both products except one person
- All users in JSD are Agents, with the exception of myself and one other that is an ADMIN like myself
That makes things even easier to manage the Service desk tickets in Jira software. I just would like to mention that the person that does not have access to both projects might not see the features related to that specific product missing for him (Reports, customer-facing comments, Boards, etc), although they will be able to access the tickets on both projects if the project permissions are properly configured.
) All of our JSD Cloud projects are Service Desk Projects
- One of the items I'm unsure of is Request Types vs Issue Types in terms of JSD vs Jira Software
JSD means "Jira Service desk", so I must confess that I didn't understand the first sentence of the Statement above. Do you mean anything else by "JSD"?
About the second statement, Request types are only used to allow the displaying of Jira Service desk issues in the customer portal, so they do not have any impact/function in Jira Software projects.
Basically, you will use request types to enable the interaction with your SD customers, but they will not have any impact on your Software project.
The Project I wish to use is a Project Type of Software. (Classic)
Indeed, the steps provided above can only be applied in a Classic Project of Jira Software, since Next-gen projects do not allow you to edit board filters to include other projects.
Let us know if you have any questions.
Thank you for your response @Petter Gonçalves
1) It is under the same org, but the domain changes based on the product so I'm assuming there is something else I need to do to actually combine these? So we do in fact have two domains for each product.
2) I can say the products were initially purchased separately as we did not have a full time Jira Admin who understood the appropriate process for these tools. I've only learned JSD administration in the last 4 months.
Before we move on to your other points should I be contacting Atlassian in order to get these all on the same SITE? Because it would then make sense why the instructions I had didn't work, as they don't communicate.
- JSD means "Jira Service desk", so I must confess that I didn't understand the first sentence of the Statement above. Do you mean anything else by "JSD"? No sir, I did in fact mean the Jira Service Desk.
Hello @Sam Starett
Thank you for the provided details.
Indeed, the best way to integrate both Jira Software and Service desk in the way you need would be by adding both applications on the same site.
To do it, you must move the projects/issues from one site to another and sign-up to the missing product in the chosen site, as described in the documentation below:
Since you already have data on both sites, there are three approaches to merge the sites and achieve your need:
Import to Jira Server and use the Jira Cloud Migration Assistant
Import issues using CSV
Please, take a look at the documentation provided and let us know if you need more details about any of the approaches suggested.
@Petter Gonçalvesis there any chance of getting an assist from Atlassian? I'm very new to Administrating on Jira and I thought I'd done this process when I merged our two instances into one org. But I now understand from what you are saying that I only merged at the org level, and the two products need to exist on the same instance (URL/Domain) which makes sense of course.
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