Jira Service Management (Orchestration)

Overview

Spendflo’s integration with Jira Service Management allows approval steps within the procurement process to initiate corresponding tickets in JSM, ensuring that approval actions are routed through your existing ITSM system. Information flows from Spendflo to JSM as part of this integration, providing stakeholders with full visibility into the approval process and maintaining consistency with internal ticketing and compliance workflows.

Pre-requisites

• Administration role is required for Jira Service Management integration
• The integration will only work on Standard and Premium plans.
• The integration user must have Agent License for Jira Service Management. Follow the steps to enable:
  • Settings → User management → Users → open User-name → App access → change Jira Service Management from Customer → Agent → Save
• In Project Permissions under Project Settings, the integration user or their role must have the following permissions: Browse Projects, Create Issues, Delete Issues, Modify Reporter (if Reporter field is necessary for ticket creation).
• If Issue Security is enabled, include the integration user or their role in all security levels.

Features

• Create a service ticket in Jira Service Management from Spendflo

Here are the steps to install JSM integration:

1. Begin on the Spendflo main dashboard. To access your configuration options, click on the Settings gear icon located in the top right corner of the top navigation bar.

    

   

    

2. You will be directed to the Admin Settings page. Under the 'Platform Settings' section, click on the 'Integrations' card to manage your connected applications and data configurations.

    

   

    

3. On the Integrations page, navigate to the categories menu on the left sidebar and select 'Dynamic License Management'. This section allows you to connect various tools to get real-time, actionable license utilization data.

    

   

    

4. Scroll through the list of available applications to find the specific tool you wish to integrate. In this example, locate 'Jira Service Management' in the list.

    

   

    

5. Click the 'Connect' button next to Jira Service Management. A temporary loading modal will appear on the screen while the system fetches the necessary integration details.

    

   

    

6. Once the integration is fetched, a secure connection dialog powered by Truto will open. Review the security and compliance information, then click 'Continue' to proceed with authenticating and securely connecting your account.

    

   

    

7. Integration with Jira Service Management is now successful

Important Note:

• Fields that are marked as "hidden" will not appear while mapping them during integration configuration
• The mapping screen fields depend on the Project’s Request Type, not the Work Type

Next Steps

Now that you have successfully integrated Jira Service Management, you can start automating your procurement workflows and managing your approvals directly within JSM. For more information on configuring workflows, explore our workflow automation guides.