The Excel Online Integration Jira add-on lets you effortlessly export an issue list from issue searches to Excel Online. Follow the installation instructions below.
Install the Add-On
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Add-ons. The Find new add-ons screen loads.
- Locate Excel Online Integration.
- Click Free trial to download and install your add-on.
- You're all set! Click Close in the Installed and ready to go dialog.
Configure a new Microsoft app
- Navigate to the Microsoft app registration portal at https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade.
- If necessary, sign in with your work Microsoft account.
- You should now be looking at your list of Microsoft app registrations in the Azure portal, a screen that looks similar to this:
- Click the New registration item at the top of the screen.
- On the Register an application screen, enter a name for your new Microsoft app, and tick the appropriate radio button for your use case in the Supported account types section.
- Click the Register button at the bottom of the screen. After successful registration, you will be taken to the new app's management screen:
- Copy the Application (client) ID value from this screen to use for the Jira add-on configuration later.
- From the management screen's Manage menu, choose Certificates & secrets.
- Generate a new Client secret by clicking the New client secret button.
- Provide a description and expiration for your app's new client secret.
- Click the Add button. The Certificates & secrets screen will refresh with the new client secret.
- Copy the Value shown on this screen for the new client secret to use for the Jira add-on configuration later.
- From the management screen's Manage menu, choose API permissions.
- Click the Add a permission button and choose the Microsoft Graph banner at the top.
- Click the Application permissions banner on the right.
- Tick the checkboxes necessary to enable the Files.ReadWrite.All permission in the Files section, and the Sites.ReadWrite.All permission under the Sites section, then click the Add permissions button.
- Finally, after adding the necessary permissions, click the Grant admin consent for (Your Name) button on the API permissions screen and confirm the dialog.
Configure the Add-on
Before starting add-on configuration, make sure you have the Application ID and Client secret value created from the Configure a new Microsoft app steps earlier.
To use the integration, you have to configure the add-on to be able to communicate with your Microsoft online account through the new app you created in the steps earlier. To configure the add-on, complete the following steps:
- In Jira, click on the Jira settings/gear action from the navigation menu on the left, and choose the Apps item.
- Under the Excel Online Integration heading, choose Configuration.
- On the Configuration screen, enter your Microsoft domain, the Application ID, and the Client Secret value. After entering these values, a Test button will appear. Click this button to confirm that the Microsoft app and Jira add-on have been set up properly. If the test fails, a message describing the issue will be displayed on the screen. If you need additional help, please contact us.
- Click the Save button.
Now the setup is complete, continue to the Jira Add-On Configuration page for more information on configuring the add-on.