CloudZero offers an app integration with Jira so you can create work items from Insights, allowing your team to track and resolve cloud cost issues faster.

After you create a work item linked to an insight, you can view its Jira status from within CloudZero.

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Only Jira Cloud Is Supported

Note that CloudZero integrates with Jira Cloud only. Jira Data Center and Jira Service Management are not supported.

Connect to Jira

Only Organizers can configure app integrations in CloudZero. To learn how to manage users and roles, see User Management.

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Service Account Recommended

We recommend that you create a Jira user to file work items on behalf of CloudZero. You can treat the user like a service account, but you must be able to log in to Jira with it so you can authenticate the integration.

If you create a Jira user, do the following:

• Assign the User project role to the user
• Give the user access to the necessary projects
• Log in to Jira as the user

To set up a Jira integration:

1. Ensure you are logged in to Jira with the appropriate user account.

2. In CloudZero, navigate to Settings > App Integrations and select Connect Jira:

   

3. Select the Accept button to grant CloudZero's Jira application the required permissions:

   

4. In the CloudZero UI, ensure that your Jira instance is correct and select Confirm Instance to complete the integration connection:

   

The App Integrations page shows you that CloudZero is connected to Jira:

The Created by field shows the name of the CloudZero user who set up the integration inside CloudZero.

You can now create Jira work items from CloudZero insights.

Disconnect From Jira

To disconnect the Jira integration, navigate to Settings > App Integrations and select Disconnect Jira:

After disconnecting Jira from CloudZero, work items created from insights remain in Jira. However, you will no longer be able to create new work items from insights, and any status changes on existing work items won't be reflected in CloudZero.

Create A Jira Work Item From An Insight

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Work Types Requiring Custom Fields

The Jira integration cannot create a work item if the work type requires custom fields. The integration only supports the following system fields:

• Project
• Work Type
• Summary
• Description

After you enable the Jira integration, any user with access to the Insights page can create or unlink a Jira work item, even if they are not logged into Jira.

A single Jira work item corresponds to a single insight. Only one work item may be linked to an insight at a time.

To create a work item from an insight:

1. Navigate to Insights and locate the insight you want to create a work item for.

2. Select the insight to view its details page.

3. In the Details section, select Create Jira Work Item.

   

4. Select a Jira project for the work item.

5. Select a work type.

6. Optionally, change the autogenerated title.

7. Optionally, change the autogenerated description.

   

8. Select Create.

CloudZero creates a work item and displays it on the Insight details page:

You can select the work item to view it in Jira:

After a work item is linked to an insight, the insight displays the latest version of the work item status in Jira when you view the insight or refresh the page:

Unlink A Jira Work Item From An Insight

After you unlink a work item, the work item will still exist in Jira, but it will not be shown with the insight details in CloudZero.

To unlink a work item from an insight, navigate to the insight in CloudZero and select Unlink in the Integrations section:

After a work item is unlinked from the insight, you can choose to create a new work item that will be linked to the insight.

Required Access Scopes In Jira

During the setup process, you must agree to grant CloudZero the following access scopes in Jira:

• Manage: jira-webhook
  • Fetch, register, refresh, and delete dynamically declared Jira webhooks.
• View: jira-user, jira-work
  • View user information in Jira that the user has access to, including usernames, email addresses, and avatars.
  • Read Jira project and work type data, search for work items, and objects associated with work items like attachments and worklogs.
• Update: jira-work
  • Create and edit work items in Jira, post comments as the user, create worklogs, and delete work items.

Note that CloudZero cannot delete Jira work items and does not request delete permission.