Getting Started
Set up Sheet Sync and connect to JIRA in under 5 minutes.
Follow these steps to get Sheet Sync running and connected to your JIRA instance.
Prerequisites
- A Google Sheets or Microsoft Excel account
- A JIRA Cloud instance
- Your JIRA username and API token
1. Install the addon
Install Sheet Sync from the marketplace for your spreadsheet platform:
- Google Sheets — install from the Google Workspace Marketplace
- Microsoft Excel — install from the Microsoft AppSource Marketplace
Once installed, the JIRA Sync sidebar will appear in your spreadsheet.
2. Configure JIRA connection
Open the addon sidebar and click JIRA Configuration. Enter your connection details:
| Field | Description |
|---|---|
| JIRA URL | Your JIRA instance URL (e.g., https://yourcompany.atlassian.net) |
| Username | Your JIRA email or username |
| API Token | Generated from Atlassian Account Settings |
Click Connect to verify your credentials. No JIRA administrator access is required.
3. Pull JIRA issues
Navigate to JIRA Issues in the sidebar. Enter a JQL query or select a saved filter, configure the display columns, and click Pull to download issues into your spreadsheet.
4. Explore the features
Once connected, explore the full set of addon features from the sidebar:
- Bulk Create Issues — create issues from spreadsheet rows
- Dashboards — built-in project dashboards
- Roadmap Planning — plan your roadmap in a spreadsheet
- Capacity Planning — plan team capacity
- Pivot Tables — analyze JIRA data with pivot tables
- JQL Update — update JIRA issues from your spreadsheet
- Label Management — manage labels across projects