Setting Up Integrations in Confluence

Introduction

Integrations in Confluence allow you to connect your Confluence instance with other applications and services, enhancing productivity and collaboration. This tutorial will guide you through the process of setting up integrations step by step.

Step 1: Identify the Integration

The first step in setting up an integration is to identify the application or service you want to integrate with Confluence. Common integrations include:

• Jira
• Trello
• Slack
• Google Drive

For this tutorial, we will focus on integrating Confluence with Jira.

Step 2: Access the Admin Panel

To set up integrations, you need to have administrator access in Confluence. Follow these steps:

1. Log in to your Confluence account.
2. Click on the gear icon (⚙️) in the top right corner.
3. Select Admin from the dropdown menu.

Step 3: Navigate to Integrations

Once you are in the admin panel, locate the integrations section:

1. In the left sidebar, find and click on Integrations.
2. You will see a list of available integrations.

Step 4: Setting Up Jira Integration

To set up the Jira integration, follow these steps:

1. In the integrations list, find Jira and click on it.
2. You'll be directed to the Jira integration settings page.
3. Enter the necessary information such as:
• Jira URL
• Jira username
• Jira API token (if applicable)
4. After entering the details, click Save.

Step 5: Testing the Integration

After saving the settings, it’s important to test the integration to ensure everything is working correctly:

1. Go to a page in Confluence where you want to use the Jira integration.
2. Use the Jira Issue macro to link Jira issues to your Confluence page.
3. In the macro dialog, search for the issue you want to link and select it.
4. Click Insert to add the issue to the page.

Troubleshooting Common Issues

If you encounter issues during the integration setup, consider the following:

• Authentication Error: Ensure that your API token is correct and that you have the necessary permissions in Jira.
• Connection Timeout: Check if your Jira URL is accessible from your network.
• No Issues Found: Verify that you have the correct filters set in Jira.

Conclusion

Integrating Confluence with other applications like Jira can significantly enhance your team's productivity. By following the steps outlined in this tutorial, you should be able to set up and test your integrations successfully. Always keep an eye on updates from both Confluence and the integrated applications to ensure compatibility and access to new features.