Configure a Connection Profile

From the CData ribbon, click Get Data and select From Jira Assets connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Jira Assets Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting and Authenticating to Jira Assets

Jira Assets supports connecting and authenticating using the APIToken or OAuth 2.0 authentication method.

To establish a connection, the URL connection property is required. This property must be set to the base URL of your Jira Assets (Atlassian Cloud) site, for example: https://your-domain.atlassian.net.

API Token

To generate an API token:

1. Log in to your Atlassian account.
2. Navigate to Security > Create and manage API Token > Create API Token.

Atlassian generates and then displays the API token.

After you have generated the API token, set these parameters:

• User: The login of the authenticating user.
• APIToken: The API token you just generated.

OAuth 2.0

You can leverage Jira Assets's "three-legged" OAuth 2.0 support (3LO) to connect to data without providing your login credentials.

The following procedures assume that AuthScheme has been set to OAuth in all OAuth flows.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth Application for information about creating custom applications.

After setting the following, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: (custom applications only) Set to the Client ID in your application settings.
• OAuthClientSecret: (custom applications only) Set to the Secret in your application settings.
• CallbackURL: (custom applications only) Set to the callback URL configured in your app.
• URL : Set this to the URL to your Jira Assets endpoint, for example, https://yoursitename.atlassian.net.

When you connect, the add-in opens Jira Assets's OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in refreshes the access token automatically when it expires.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Jira Assets you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Jira Assets data, such as using the available CData Excel Functions.