Integrating Jira with Confluence for Project Status Updates

[Fahad Sarwar]

We are currently using the free plan of Jira, and I need to set up an automatic integration between Jira and Confluence. The goal is to display the project status for the our project on a Confluence page and ensure its updated in real-time from Jira. This page should be accessible to stakeholders without needing manual updates.

Specifically, I need help with the following:

1. How do I create a "Plan on a Page" for our project in Confluence, summarizing key milestones, goals, and timelines?
2. How do I set up Jira-Confluence integration for project status updates, given that we are on a free plan?
3. What are the limitations of Jira and Confluence integration on the free plan, and how can we work around them if necessary?
4. How can I configure permissions so that stakeholder can view the Confluence page without needing access to Jira?

I need immediate assistance as we are planning to showcase the integration next week. Any advice, step-by-step guidance, or links to relevant documentation would be greatly appreciated!

[ChristopherChilds]

Hi Fahad,

AIt looks like there is a Confluence Macro for sharing plans in confluence:
https://confluence.atlassian.com/jirasoftwareserver/share-plan-and-export-data-from-advanced-roadmaps-1044784271.html#ShareplanandexportdatafromAdvancedRoadmaps-embedconfluence

There is also another Jira macro for sharing Jira Issues:
https://confluence.atlassian.com/doc/jira-issues-macro-139380.html

I think you can read about the limitation there.

With regards to permissions. Typically the user who has the Permission to access these in Jira can view them in Confluence.

If you want to share information with non jira users then you are going to need to set up something custom like a pipeline to utilise the Jira and Confluence APIs.  Where you extract the information from Jira, select the information you want to share, formate it into a html table and post it the Table in confluence. 

[Fahad Sarwar]

We have a project running with four sprints, and I need to sync the details from Jira to Confluence. I want any changes made in Jira to automatically reflect in Confluence. Specifically, I need the following details to be displayed in Confluence: milestones, sprint deadlines, progress, bugs, issues, and team member assignments. Could you please help me understand how to sync Jira and Confluence so that all this information is updated in real-time on a single Confluence page?

[ChristopherChilds]

In real time you will use the Macros as mentioned.  The end user will only need to refresh to get the updated information, so the time delay is minimum.

If you are wanting to share the information with non jira users then you will need to create something like a custom pipeline.  But you will need to ensure all the information is contained on the issue level as I do not think there is published api to get the milestone information from Jira Plans

But to enhance it you will need to trigger the pipeline via Jira Automation Action "Send Web Request". But this could delay the update by a minute or so.