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Installation and setup for Integration+

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Overview

Install Integration+ with just a few steps. The setup is a one-time process that lets your team start immediately. 

To install, you must be a Jira admin. We understand that not everyone is a Jira admin. Contact your Jira admin and send them the information in this document to get them started.

On this page:

  • Each Slack workspace can connect to only one Jira instance.

  • A single Jira instance can connect to multiple Slack workspaces.

  • The account that establishes the Jira connection will become the Main authorized user. This account’s Jira permissions determine the integration’s access. We typically recommend using a Service Account. This account can be changed at any time from the Account Portal.

  • The user must have Slack permissions to add an integration to the workspace.

Download the app from Atlassian Marketplace

  1. Go to marketplace.atlassian.com and enter Slack Integration+ in the search field.

  2. Select Try it for free and choose your preferred Hosting Type (Cloud or Data Center).

  3. Choose your Jira instance from the drop-down menu and click Start Free Trial.

Image of the try it free button in Atlassian Market place

Setup with both Slack and Jira admin permissions

  1. Follow steps for downloading the app in http://marketplace.atlassian.com .

  2. Once you download the app, you will be redirected to the Atlassian Marketplace. Look for a notification in the bottom left corner indicating that Slack Integration+ has been installed.

  3. Click Get started.

  4. Click connect slack workspace.

  5. Click Copy & Go to Application Links .

  1. Click Create Link.

  2. Paste the link you copied into the application URL field and click Continue.

  3. Ensure that the ‘I am an administrator on both instances’ remains checked, and click Continue.

  4. Click Allow to complete the process.

  5. Click Install Slack app.

  6. Click Allow.

  7. Click Finish setup in Slack.

  8. Navigate to the Jira Integration Plus app in the Slack sidebar.

  9. Click Connect Now in the home tab.

  10. Click Allow.

Setup with only Jira admin permissions

  1. Start the process by following steps 1-9 in the Setup with Both Jira and Slack permissions section.

  2. After this initial setup, you will receive two options if you are not a Slack admin:

    • Option 1: Request approval

      • Click Install Slack app>Select target workspace>request.

    • Option 2: Send the installation link to your Slack admin

Use the Message template provided.

The experience looks slightly different for Cloud and Data Center.

Cloud

  1. Click Create link, leave the Direct application link option selected, paste the application URL (typically https://account.nextup.ai), then click Continue.

  2. Review the link, leave the ‘I am an administrator’ box checked, and click Continue to proceed.

Data Center

  1. Click Create link, leave the selection on Atlassian Product, paste the application URL (typically https://account.nextup.ai) and click Continue.

If you are on an older version of Jira Data Center, you must paste the application URL before clicking Create new link.

  1. You will be redirected back to Jira. Click Allow to grant permission for the integration.

  2. Next, select the correct Slack account or workspace and click Accept and Continue

  3. Complete the Slack authentication steps as prompted. 

  4. Finally, choose the Jira Integration+ application by clicking Add to Slack

Depending on your permissions, you will either send a request to your Slack admin or directly approve it yourself.

  1. Grant Jira Integration+ permission to access your Slack workspace by selecting Allow

Cloud:

image-20240516-154644.png

Data Center:

image-20240516-154901.pngimage-20240516-183318.png

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