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Connect Gradial to Atlassian Jira to sync issue tracking with your marketing workflows

Gradial’s Jira integration allows you to ingest tickets from your Jira projects and use them to drive collaboration, reporting, and automation across your marketing workflows. With this integration, you can:
  • Ingest Jira issues into Gradial with full context
  • Filter by project, team, status, and custom fields
  • Trigger automations based on Jira ticket updates
  • Surface ticket status directly within Gradial projects

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What You’ll Need Before You Start

Before connecting Jira to Gradial, gather the following information:
  • Jira domain (e.g., https://your-company.atlassian.net)
  • Service account email to act as the Gradial agent
  • Team field name (e.g., “Team”, “Pod”, “Workstream”) and Value
  • Personal Access Token for the Gradial service account
  • (Optional) Project key (e.g., WU)
  • (Optional) Issue statuses to ingest (e.g., New, In Progress, Done)
  • (Optional) Custom field names and values (e.g., Page Type: Landing)

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How to Connect Jira to Gradial

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1. Open Jira Integration

  • Go to Integrations in the Gradial sidebar.
  • Under Ticket System Integrations, click Connect on the Jira card.

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2. Enter Your Jira Domain

  • Open your Jira instance in a browser.
  • Copy the domain from the URL (e.g., https://your-company.atlassian.net).
  • Paste it into the Domain field in Gradial.

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3. Create and Set the Service Account

  • Create a dedicated service account in Jira to act on behalf of the Gradial agent.
  • Assign it access to the necessary Jira projects and fields.
  • Open a Jira ticket and search for this account in the Assignee field.
  • Copy the email address and paste it into the Assignee field in Gradial.

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4. Add the Team Field

  • Choose any custom Jira field that represents the responsible team (e.g., “Team”, “Group”, “Workstream”).
  • Copy the field name and paste it into the Team Field section in Gradial.
Note: Gradial supports global custom fields with short-text values only.

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5. Generate a Personal Access Token

  • While logged into the Jira service account, go to https://<your-jira-domain>/secure/ViewProfile.jspa.
  • Click Create token.
  • Name the token (e.g., “Gradial”) and click Create.
  • Copy the token and paste it into the Personal Access Token field in Gradial.

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6. Filter by Projects (Optional)

  • Navigate to your Jira project.
  • Copy the project key from the URL (e.g., WU).
  • Enter this into the Filter ingestion by projects field.

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7. Filter by Status (Optional)

  • Open a Jira ticket and view the Status dropdown.
  • Copy the statuses you want Gradial to ingest (e.g., New, In Progress, Done).
  • Enter them in the Filter ingestion by status field.

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8. Filter by Fields (Optional)

  • Identify any custom fields you’d like to filter by (e.g., Page Type, Team Name).
  • Copy the field names and values.
  • Enter them into the Filter ingestion by fields section.

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9. Save the Integration

Click Save to activate the integration. Gradial will begin ingesting Jira tickets based on your configuration.

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Support

Need help configuring troubleshooting the integration? Contact your Gradial onboarding lead or email [email protected].