Integrating Jira with KCM GRC
If your organization uses Atlassian Jira Software to manage your tasks, you can integrate your Jira account with your KCM GRC platform. By using this integration, you can send copies of your KCM GRC tasks to Jira and assign Jira users to the tasks. Then, the task assignees can submit evidence to the tasks and complete the tasks in Jira, which will automate the task completion process in your KCM GRC platform.
To set up the integration, you'll need to create a Jira API token and then configure the integration in your KCM GRC platform. To complete this process, see the sections below.
Before you create your Jira API token, you'll need access to a Jira user account that meets the requirements listed below:
- The user has the Administer Jira global permission.
- The user has access to the project that KCM GRC tasks will be sent to.
- The user can create and update issues in the project that KCM GRC tasks will be sent to.
- The user can update comments in the project that KCM GRC tasks will be sent to.
Creating a Jira API Token
To connect your Jira account with your KCM GRC platform, you'll need to create a Jira API token.
To create a Jira API token, follow the steps below:
- Log in to a Jira admin account.
- At the top-right corner of the page, click the gear icon.
- Select Atlassian account settings.
- From the menu on the left side of the page, select the Security tab.
- In the API token of the Security page, click Create and manage API tokens.
- On the API Tokens page, click the Create API token button.
- In the Label field, enter a name for your API token. For example, you could enter "KCM GRC Integration."
- Click the Create button. When you click this button, a new window will display to provide your API token.
- Click the Copy button to copy your API token. You'll need this token to configure the integration.
After you copy your new Jira API token, continue to the Configuring the Integration section below to configure the integration in your KCM GRC platform.
Configuring the Integration
After you copy your API token, you can configure the integration from your KCM GRC platform.
To configure the integration, follow the steps below:
- Log in to your KCM GRC platform.
- At the top-right corner of the page, select Settings > Account Settings.
- From your Account Settings, select the Integrations subtab.
- In the Atlassian Jira Software section of the page, click the Connect button. When you click this button, the Atlassian Jira Software page will open.
- Fill out the fields on the Atlassian Jira Software page. For more information, see the screenshot and list below:
- Instance URL: Enter the full URL for your organization's Jira instance, including the protocol and the domain. For example, enter "https://yourorganizationsdomain.atlassian.net”.
- Username: Enter the email address of the same Jira admin account that you used to create the API token.
- API Token: Enter the API token that the Jira admin created in their Atlassian account settings. For more information, see the Creating the Jira API Token section above.
Note: After you enter the API token, make sure to click the Connect button.
- Project: Select the Jira project that you would like to send KCM GRC tasks to. This field affects the Issue Type, Issue Status, and Jira Assignee fields.
Note: Any changes you make to the selected project will affect any task schedules that you create.Tip: If you don't see your project listed in the Project drop-down menu, verify that the user entered into the Username field created the API token entered into the API Token field. Then, verify that the user has the Browse Projects permission in Jira.
- Issue Type: Select the Jira issue type for the tasks that are sent to Jira from KCM GRC. For example, if you select Issue in this field and then create a task schedule, the Issue Type field will default to Issue for that task schedule.
- Issue Status: Select the Jira issue status that will prompt the task approval workflow to start. For example, if you select Done in this field, the Group Lead or Approving Manager will be prompted to approve the task when the User Assigned marks the task as Done in Jira.
Note: We recommend that you don't select the status that your Jira issues default to when they are created. For example, if your Jira issues default to the To Do status when you create them, don't select the To Do status in this field.
- Jira Assignee: Select the default Jira user to assign tasks to, or select Unassigned. You can change the Jira Assignee for individual task schedules when you create each task schedule.
- Click the Save button.
After you click the Save button, the configuration will be complete and you can begin to create task schedules for Jira. For more information about creating task schedules for Jira, see our Jira Integration: How to Work with Task Schedules article.