How to Use the Jira Cloud for Sheets Extension: A Step-by-Step Guide

3 min readJul 16, 2024

Integrating Jira with Google Sheets can streamline your workflow by allowing you to access, analyze, and report on your Jira data directly within a spreadsheet. Here’s a comprehensive guide to help you get started with the Jira Cloud for Sheets extension.

Step 1: Install the Jira Cloud for Sheets Extension

1. Open Google Sheets:

Navigate to Google Sheets and open a new or existing spreadsheet.

2. Access the Google Workspace Marketplace:

Click on Extensions in the top menu.
Select Add-ons > Get add-ons.

3. Search for Jira Cloud for Sheets:

In the Google Workspace Marketplace, type “Jira Cloud for Sheets” into the search bar.
Select the Jira Cloud for Sheets add-on from the search results.

4. Install the Extension:

Click the Install button.
Follow the prompts to authorize and install the add-on.

Step 2: Connect Jira to Google Sheets

1. Open the Jira Cloud for Sheets Extension:

After installation, go back to Extensions > Jira Cloud for Sheets > Open.

2. Authorize the Connection:

Click on the Authorize button to connect your Jira account.
You will be prompted to log in to your Jira account. Follow the instructions to allow access.

3. Set Up the Connection:

Once authorized, you can start using the add-on to pull data from Jira.

Step 3: Import Data from Jira

1. Import Data:

In the Jira Cloud for Sheets sidebar, click on Create Query.

2. Define Your Query:

Select your Jira site from the dropdown menu.
Choose the project(s) you want to import data from.
Define the JQL (Jira Query Language) to filter the issues you need. For example,

created >= -30d AND project = MVH AND type = Bug AND status != Done AND "Time to resolution" <= 24h ORDER BY priority DESC ,"Time to resolution" ASC

3. Preview and Import:

Click Preview to see the data that will be imported.
If satisfied with the preview, click Run to import the data into your sheet.

Step 4: Schedule Automatic Data Refresh (Optional)

1. Enable Auto-Refresh:

If you want your data to refresh automatically, go to the sidebar and click Schedule.

2. Set the Refresh Frequency:

Choose how often you want the data to refresh (e.g., daily, hourly).
Save your schedule.

Step 5: Analyze and Use Your Data

Analyze Your Data:

Use Google Sheets’ built-in functions to analyze your Jira data.
Create pivot tables, charts, and other visualizations as needed.

Share Your Insights:

Share your Google Sheet with colleagues.
Export your analysis to other formats (PDF, Excel, etc.) for further use.

Tips for Effective Use

Customize Your Queries: Tailor your JQL queries to bring in exactly the data you need. Refer to the Jira Query Language documentation for advanced queries.
Stay Organized: Keep your queries and data organized within your Google Sheets to make it easier to analyze and share.
Leverage Google Sheets Features: Utilize Google Sheets’ powerful features like conditional formatting, data validation, and collaborative editing to get the most out of your Jira data.
Customize Selected Fields: Tailor your data extraction by selecting specific fields to be imported. In the query setup, you can choose which fields (e.g., Summary, Status, Assignee, etc.) to include in your sheet. This helps in focusing only on the most relevant data for your analysis.

By following this guide, you can seamlessly integrate Jira with Google Sheets, making your project management and data analysis tasks much more efficient. Happy reporting!

What’s Next?

In this guide, we covered how to integrate Jira with Google Sheets using the Jira Cloud for Sheets extension. Now that you have your Jira data in Google Sheets, it’s time to take your reporting to the next level.