Swiftorial Logo
Home
Swift Lessons
Matchups
CodeSnaps
Tutorials
Career
Resources

Integrating with Confluence

Introduction

Confluence is a collaboration tool used to help teams collaborate and share knowledge efficiently. Integrating Confluence with Jira can streamline your workflow, enhance communication, and ensure that all project-related information is centralized and easily accessible. This tutorial will guide you through the steps required to integrate Confluence with Jira.

Prerequisites

Before you begin, make sure you have the following:

  • Access to a Jira account with admin privileges.
  • Access to a Confluence account with admin privileges.
  • Basic understanding of both Jira and Confluence.

Step 1: Linking Jira and Confluence

To integrate Jira with Confluence, you need to link the two applications. Follow these steps:

  1. Log in to Jira as an admin.
  2. Navigate to Jira Settings > Applications > Application Links.
  3. Enter the URL of your Confluence site and click Create new link.
  4. In the Link applications dialog, fill in the required fields and click Continue.

Example:

If your Confluence site is hosted at https://confluence.example.com, enter this URL in the Application Links section in Jira.

Step 2: Configuring the Application Link

After creating the application link, you need to configure it for optimal integration:

  1. In Jira, go back to Application Links.
  2. Find the link you just created and click Edit.
  3. Configure the link by adding the necessary OAuth credentials and permissions.

Ensure that the Incoming Authentication and Outgoing Authentication sections are correctly configured with OAuth credentials.

Step 3: Verifying the Integration

To verify that the integration is successful, try the following:

  1. Create a Jira issue and check if you can link it to a Confluence page.
  2. Create a Confluence page and check if you can insert Jira issues using the Jira Issues Macro.
  3. Ensure that you can see the Jira Issues section in Confluence.

If the integration is successful, you should see Jira issues embedded in Confluence pages and vice versa.

Step 4: Using the Integration

Once the integration is set up, you can use it to enhance your workflow:

  • Linking Jira Issues to Confluence Pages: When viewing a Jira issue, you can link it to a Confluence page by selecting the More button and then Link.
  • Embedding Jira Issues in Confluence: Use the Jira Issues Macro to embed Jira issues directly into Confluence pages.
  • Tracking Project Progress: Use Confluence to create project dashboards that incorporate Jira issue statuses, providing a comprehensive view of project progress.

Example:

To embed a Jira issue in a Confluence page, use the following syntax within the Confluence editor:

{jira:issue=JIRA-123}

Troubleshooting

If you encounter issues during the integration process, consider the following troubleshooting steps:

  • Ensure that both Jira and Confluence are up and running.
  • Verify that the application links are correctly configured with the appropriate URLs and OAuth credentials.
  • Check for any firewall or network issues that might be blocking communication between Jira and Confluence.
  • Review the logs in both Jira and Confluence for any error messages that might provide clues.

Conclusion

Integrating Jira with Confluence can significantly improve your team's productivity by centralizing information and streamlining workflows. By following this tutorial, you should be able to successfully integrate the two applications and start leveraging their combined capabilities to enhance your project management and collaboration efforts.