Jira Integration

Table of Contents

• Summary
• Getting Started
• Setup Steps
• How to Use the Integration
• Troubleshooting
• FAQ

Summary

The Jira-Whistic integration automatically sends updates from your vendor accounts as comments to linked Jira tickets. This integration streamlines your vendor management workflow by keeping your project management and vendor assessment processes synchronized. When vendor status changes occur in Whistic (such as questionnaire requests, document uploads, or assessment completions), these updates are automatically sent as comments to the associated Jira ticket.

Important: This feature requires admin-level configuration in both Whistic and Jira. Please ensure you have the necessary permissions before beginning setup.

🚀 Getting Started

Before setting up the Jira-Whistic integration, ensure you meet the following requirements:

Requirements:

• Your Whistic account must be qualified for this feature (confirm with your Customer Success Manager)
• Active Jira account with appropriate permissions
• Ability to create API tokens in Jira
• Whistic Admin access for configuration

Note: Contact your Whistic Customer Success Manager to verify your account qualifies for this integration and to request feature enablement.

⚙️ Setup Steps

The integration setup involves two main phases: creating credentials in Jira and configuring the integration in Whistic.

🔑 Phase 1: Create Jira API Token

1. Log into your Jira account and navigate to your account settings
2. Click on Security

3. Locate the API Token section
4. Click Create API Token

5. Copy and securely save the generated token - you'll need this for the Whistic configuration

Important: Keep this API token secure as it provides access to your Jira account.

🔧 Phase 2: Configure Whistic Integration

1. Log into your Whistic account as an Admin user
2. Navigate to Settings Integrations
3. Locate the Jira Integration option

4. Enter your Jira API credentials in the following format:

       [e-mail]-YOUR_JIRA_API_TOKEN

5. Save the integration settings

Note: Use the email address of the Jira user who created the API token, not necessarily the person configuring it in Whistic.

📝 Phase 3: Add Jira Field to Vendor Intake Form

1. Go to Settings > Assess Settings then select Custom Intake Form on the left
2. Look for Jira Tickets in the Form Components on the left sidebar

3. Drag and drop the Jira Tickets component into your vendor intake form
4. Position the field where appropriate in your form flow
5. Click Save Draft to save changes or Publish Form to make it live immediately

Your Jira-Whistic integration is now configured and ready to use!

💡 How to Use the Integration

➕ Adding Jira Tickets to New Vendors

When creating a new vendor using your intake form:

1. Complete the vendor intake form as usual
2. Create or identify the relevant Jira ticket for this vendor
3. Copy the complete Jira ticket URL (format: https://companyname.atlassian.net/browse/TICKET-123)
4. Paste the entire URL in the Jira Tickets field on the intake form

5. Submit the completed form

The vendor will now be linked to your Jira ticket, and future updates will be posted as comments.

📤 What Updates Are Sent to Jira

Once linked, Whistic will automatically post comments to your Jira ticket for events such as:

• Questionnaire requests sent to vendors
• Document uploads and approvals
• Assessment status changes
• Vendor Trust Center updates

💬 Example Jira Comment:

Whistic Update: Questionnaire request sent to [Vendor Name]
Status: Pending Response
Due Date: [Date]
View in Whistic: [Direct link to vendor Trust Center]

Questionnaire Request Example:

🔍 Troubleshooting

⚠️ Common Setup Issues

Integration not working after setup:

• Verify your API token is still active in Jira
• Confirm the email-token format is correct in Whistic settings
• Check that the Jira ticket URL format is complete and accurate

Comments not appearing in Jira:

• Updates are processed asynchronously and may take up to 10 minutes depending on system load
• Verify the Jira ticket is still active and accessible
• Ensure proper Jira permissions are configured (see requirements below)

🔐 Jira Permission Requirements

Your Jira integration requires the following permissions:

• Browse projects permission for the project containing the linked issue
• Add comments permission for the project
• Issue-level security permission to view the issue (if issue-level security is configured)

Note: These permissions should be granted to the user account that created the API token.

🆘 Getting Help

If you continue to experience issues after checking the above troubleshooting steps, contact [e-mail] with:

• Your Whistic account information
• The specific Jira ticket URL you're trying to link
• Screenshots of any error messages
• Confirmation that your API token is active

❓ FAQ

How long does it take for updates to appear in Jira?

Updates are processed asynchronously and typically appear within seconds to 10 minutes, depending on current system load.

Can I link multiple Jira tickets to one vendor?

Currently, the integration supports linking one Jira ticket per vendor during the intake process.

What happens if I change the Jira ticket URL after creating the vendor?

Contact your Whistic Admin to update the linked Jira ticket information for existing vendors.

Do I need special Jira permissions to use this integration?

Yes, you need "Browse projects" and "Add comments" permissions for the relevant Jira project, plus issue-level security permission if configured.

Can I customize what types of updates are sent to Jira?

Currently, the integration automatically sends all major vendor status updates.

What should I do if my API token expires?

Generate a new API token in Jira and update the integration settings in Whistic Company Settings Integrations.

Is this integration available for all Whistic accounts?

This is a premium feature that requires account qualification and enablement by your Customer Success Manager.