Introducing a new and improved Jira integration experience

Updated by Jensen

We know that connecting Jira and Halp can be challenging, so we’ve completely reworked and simplified the integration process for you, cutting setup time by more than half. 🎉

Some highlights:

  • Queue-level Jira integrations: Instead of adding each project and request/issue type at the global level, each project will now be assigned to its own Halp queue. Once you’ve connected a Jira site, you can add a specific project to your queue from queue settings.
  • Eliminating Jira syncing recipes: You no longer need recipes to sync ticket creation! When you select your request/issue types, we’ll now ask you which direction you want tickets created in: from Slack/Teams into Jira, from Jira into Slack/Teams, or both.
  • Moving from Jira statuses to Jira transitions: We've removed the need to upload XML workflows into each request/issue type. We now fetch transitions directly from Jira, and only show eligible types in Halp. We also automatically pull all your statuses into the queue, so there’s no need to manually add them.
  • Automatically creating your fields and forms: When connecting a project to your queue, you’ll be asked to select the request types you want to use with Halp. We'll automatically pull in and sync all fields on your selected type’s create screen, as well as create a form in Halp that matches your form in Jira.

Halp customers connected to Jira

Since the new integration experience won’t have feature parity quite yet, existing integration customers will remain on the legacy setup for until you choose to opt in.

We’re excited to get you all migrated over ASAP, however there are a few things to note about the new version before you decide to make the switch so none of your workflows are disturbed:

  • For now, you will not be able send a ticket in or out of Jira-enabled queues.
  • You will not be able to set a custom emoji per queue to populate forms in bot-less channels, or request channels connected to a different queue.
  • Jira statuses will not be editable via a Halp recipe.
  • You will not be able to escalate a ticket from a non-connected ticket to a Jira ticket. Aka a recipe with an action "sync with integration, Jira".

We have plans to add these features to the new experience in the near future, so you’re welcome to wait it out a bit longer. Ready to make the switch now to the new (potentially free) experience? Navigate to your global settings and select Opt in now from the banner along the top of your screen.

Frequently asked questions

How does this affect my bill?

If you’re a paid Jira Service Management (cloud) user, this change can potentially save you money on your next Halp bill! Once you’ve completed this migration, you'll have the option to re-allocate Halp seats for any agents assigned to only Jira Service Management-enabled queues for the remainder of your term. At the end of the billing period, the number of seats on your account will automatically adjust to include only the number of agents using non-paid JSM (cloud) Halp queues.

Does anything change in Jira Service Management?

Alongside this change, Jira Service Management is launching a Slack-native ticketing experience (Microsoft Teams coming soon), powered by Halp. This feature will allow you to set up Halp queues directly from your Jira Service Management project settings! Beta coming soon 🙂

Can I use this with Jira Software?

Yes you can! We reference request types in the queue settings, but this also allows Jira Software issue types. You can follow the same set up steps provided for Jira Cloud.

Can I use this with Jira Server/Data Center?

You bet! The only step that differs from Jira cloud set up is the site authentication piece. You can follow set up instructions here.

How do I get access to the new integration experience?

Navigate to your global settings (the gear icon in the top right corner of your screen). You should see a banner along the top of your screen — select Opt in now to get started.

Can I add Halp custom fields to my Jira-connected queue?

No, we are moving all customization for Jira-enabled queues into Jira. In order to add new fields, you will need to add them to your create screen in Jira. From there you can “re-sync” your project and those new fields will populate and forms will update.

Can I send tickets to other queues?

~On the roadmap~

Until we can properly support ticket moves in Jira, we have decided to block the movement of tickets, in and out, of Jira-enabled queues. We know moving tickets is important, so this is a high priority for us to build!

I use an emoji to set statuses, can I still use that?

Transitions to the status set in your recipes isn’t always available in Jira, or sometimes has a required field that needs to be set. For this reason, we’ve decided to block any recipe-triggered change of Jira statuses in Halp for the time being. We are looking into how to best support this, but if you want to set statuses via recipes, you can achieve it today with a field and a Jira Automation.

Can I change the form requirement setting?

Yes! Jira Queues no longer require forms. Specifically, we will create the issue automatically — without the user having to fill out a form — if the Jira-enabled queue has only one request type with no required fields aside from the summary. Learn more connecting to a Jira project.

What about Zendesk?

While this release doesn’t move Zendesk integrations to the queue-level, it does improve syncing recipe visibility for each Zendesk site on the global integrations page. You’ll now see that you can view all to/from recipes directly from that page rather than referring back to your recipe builder.

How did we do?