General Information

To connect a tool, select the cog icon in Jira, go to Marketplace apps > UniPortal > Connections, and select Connect new tool. Each tool authenticates in its own way:

• For Jira Service Management (JSM), you authorize every instance with the same Atlassian account. See Jira Service Management.
• For Salesforce, you enter the credentials of your own Salesforce External App, separately for each Jira instance. See Salesforce.
• For Azure DevOps, you enter an organization name and a Personal Access Token, separately for each Jira instance. See Azure DevOps.

The same-account rule applies only to JSM instances. Salesforce and Azure DevOps credentials are separate from your Atlassian account.

After you connect a tool, add one or more tabs for it in Request Tabs. Each tab defines what it shows: JQL counters and columns for JSM, objects and fields for Salesforce, and projects and fields for Azure DevOps.