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Jira

PlexTrac offers an integration with Jira to allow red and blue teams to collaborate without the need to switch between tools. PlexTrac synchronize with Jira in the following ways:
  • Unidirectionally from PlexTrac to Jira
  • Unidirectionally from Jira to PlexTrac
  • Bidirectionally
  • One-time from PlexTrac to Jira
  • One-time from Jira to PlexTrac
The integration can be with one or more Jira projects and each project can have mappings of fields and project issue types configured separately.
Only one Jira integration can exist per PlexTrac instance.

Setting up a Jira Integration

Step 1: From the Admin Dashboard, click Integrations under "Tools & Integrations".
Step 2: Click the Jira box.
Step 3: Select if the integration is with Jira Cloud or Jira Server.
Step 4: Input the correct information in the provided fields and click Save & Continue at the bottom right of the page.
Step 5: On the Select projects tab, choose the project(s) from Jira to integrate with by clicking the box next to the desired project. Only these projects will be available when creating tickets from findings. Click Continue with all projects when finished.
Step 6: On the Map fields tab, select a project to configure from the pulldown menu "Project name".
Step 7: Select the Jira project issue type to configure from the provided list.
Step 8: Review the default mappings and adjust as desired.
PlexTrac findings cannot be created from Jira issues. Syncing from Jira to PlexTrac will occur after the initial issue creation.
The direction and synch of information between fields is identified from the symbol displayed between the PlexTrac and Jira fields.
Required fields are identified with a red asterisk and cannot be deleted.
To modify the direction, click the icon, then select the desired direction from the options provided. The icon arrow points in the direction that the information would flow between the two fields.
  1. 1.
    Jira to PlexTrac (Continuous sync)
    When a change occurs in a Jira issue, the connected PlexTrac finding will be updated. When changes occur in PlexTrac, the Jira issue will not be updated. PlexTrac findings cannot be created from Jira issues. Syncing from Jira to PlexTrac will occur after the initial issue creation.
  2. 2.
    Bidirectional (Continuous sync)
    When a change occurs in a PlexTrac finding, the connected Jira issue will be updated. When changes occur in Jira, the PlexTrac finding will be updated.
  3. 3.
    PlexTrac to Jira (Continuous sync)
    When a change occurs in a PlexTrac finding, the connected Jira issue will be updated. When changes occur in Jira, the PlexTrac finding will not be updated.
  4. 4.
    PlexTrac to Jira (One-time sync) Syncs data from PlexTrac to Jira upon ticket creation. When a change occurs in a PlexTrac finding, it will not be synced to the connected Jira issue.
If a bidirectional or Jira to PlexTrac direction is configured, be aware that a user in Jira could change findings values in PlexTrac despite not having access or permissions to do so within PlexTrac.
Step 9: Repeat this process for each project issue type.
The options available in the PlexTrac field pulldown menus are contextual to the values selected in the Jira column. To change options provided for PlexTrac fields, change the field provided in the Jira column.
To add a new row for additional mappings not provided by default, click the plus icon at the bottom (after the last mapping).
Click within the pulldown menu of the last row that was just added to select the new PlexTrac field.
Not all fields in PlexTrac are available for mapping to all fields in Jira. In those scenarios, fields will display a red icon when hovering over the field along with a text description of "incompatible data type" when scrolling through the list of fields.
After selecting the field in Jira to map with, use the provided field values to configure the relationship between PlexTrac and Jira by clicking the plus sign on one box and clicking to the desired box in the other system to create a visible purple line denoting the relationship.
Existing lines can be deleted by hovering over the line and clicking the red x.
To delete any row, hover over it with your curser and click the red trashcan icon.
Step 10: Click Save.
Step 11: On the Select settings & save tab, use the pulldown menu to set how often the data will refresh between PlexTrac and Jira. Click Save.
A modal will briefly appear confirmation success of integration.

Custom Fields

PlexTrac custom fields can be added for mapping to a Jira field.
Step 1: Click the plus icon at the bottom (after the last mapping).
Step 2: Click within the Jira column pulldown menu of the row just added to select the Jira field mapping to the custom field.
The Jira field used must have a data type value of either "String" or "Non-Nullable String." The Jira data type is shown in the right column of the Jira fields when looking at the options provided in the Jira field pulldown menu.
Step 3: Click within the PlexTrac column pulldown menu of the row just added and select "Custom Field" from the list.
Step 4: Enter the custom field key name.
The custom field key is located on the Custom Fields tab of a finding that is located via the Reports module.
If the custom field key entered is different than what exists in PlexTrac, the mapping will not work and a new custom field with that incorrectly entered value will be created in PlexTrac.
Step 5: Click Save.

Editing a Jira Integration

Step 1: From the Admin Dashboard, click Integrations under "Tools & Integrations".
Step 2: Click the Jira box that shows a status of "Connected."
Step 3: Click Edit under the "Actions" menu of the connection to modify.
This screen is also the location to disable or delete a Jira connection.
Step 4: Go the desired tab to modify as desired.

Disabling a Jira Integration

Two ways exist to disable a Jira integration:
  1. 1.
    Temporarily by toggling the button under the "Enabled" column.
2. Permanently by clicking Delete under the "Actions" column.
Last modified 19d ago