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Set up a Jira instance › Configure › SPW Jira Integrations › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create connection and credentials for SPW Jira Integrations

Using your Jira instance details, create a connection and credential for the child alias, which is used to enable the two-way sync of work item updates between Strategic Planning Workspace and Jira.

Before you begin

  1. Create a child alias for Jira Spoke alias for SPW Jira Integrations.
  2. or Create Personal Access Token in Jira for SPW Jira Integrations.

Role required: admin or sn_jira_int.admin

About this task

This task is performed for Jira Server/Data Center type instances only. For Jira Cloud, follow the steps of OAuth authentication. For more information, see Option 1: Using OAuth authentication (Authorization Code grant type).

Procedure

  1. Navigate to All > Connection & Credentials > Connection & Credential Aliases.

  2. From the list of aliases, open sn_jira_int.Jira

  3. From the Child Aliases related list, open the child alias record that you created earlier.

  4. From the Connection & Credential Aliases form, select Create New Connection & Credential related link.

  5. On the form, fill in the fields.

    For field information, see Create Connection & Credential form.

  6. Select Create.

What to do next

Create Jira instance for SPW Jira Integrations.

Parent Topic:Setting up a Jira instance for SPW Jira Integrations