Setup JIRA Account:

1 - Log in to your JIRA account. 

    

2 -  Go to Settings and select account settings and Move to the Security sections.

 


   3 - Now add a Label to create an API token.

 

4 - Now click on the API Key tab and Copy the API Key.


 

5 - If a sub-user set permission then the JIRA sub-user sync with CallHippo.

    i - Go to Account Setting and set anyone

 


6 - Now log in to your CallHippo account and go to the integrations tab.

 

7 - Select Jira and click on the Connect button.

 

 

8 -Now Popup will open to enter the API Key

9 - Enter the integration  Email and  API key and JIRA domain name then click on the “Connect Now” button 

Hurray!!! You have now successfully integrated JIRA with CallHippo.  

Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email.

 

  

 

 10 - Now click the setting icon to select the project and issue type for call log and sms log .


-Call Activities 

If you have enabled this toggle and select a project and issue type, All the call activities are Reflected in your jira.

-Sms Activities

If you have enabled this toggle and select a project and issue type,  All the SMS activity will log in to the jira.

  • Select in which section of Jira Activities should be sent

You can select the project and issue type for Call/Sms activity 




Features provided with Jira integration:


  1. Synced all JIRA users with CallHippo.

  2. Whenever a call is made to the CH dialer, the call log activity will be synced to your JIRA issue page.

  3. Whenever you send sms to the CH dialer, the sms activity will be synced to your JIRA issue page.






Whenever an SMS is sent to JIRA with a CallHippo dialer then the SMS log will be synced to your JIRA issue page.





Roles & Permissions to be enabled to create Tickets for Missed Calls in JIRA:

In order to make sure that the Roles & Permissions for ticket creation on Missed Calls are enabled in JIRA --> Below steps needs to be followed: 


Step1: Click on the Settings on the Top Right Corner: 


Step2: Select System from the settings menu in the Top right corner


Step3: Scroll the settings menu and select the "Permission helper" under the "Admin helper".


Step4: In the Permission Helper --> Need to provide the below details: 

  • Enter the user's name/ email for whom the permission needs to be checked
  • Select an issue from the project or the issue you want to assign to them
  • Change permission to "Assignable User"
  • Click on Submit and run the permission checker


This will provide the complete summary and help us understand if any Roles/Permission needs to be assigned to the user. 


NOTE: Make sure all JIRA's Subusers has JIRA software enabled and CallHippo email id's should match with any JIRA user and in JIRA subuser it should be active