Install the Jira Cloud platform – NetSuite Quickstart integration template

Contents

• Overview: Understanding the Jira Cloud platform – NetSuite integration template
•  Install the Jira Cloud platform – NetSuite integration template
  • Before you install
    • A. Create your Celigo iPaaS account
    • B. Enable SuiteTalk (web services) and SuiteScript
  • Find and install the Jira Cloud platform – NetSuite template from the marketplace
  • Set up the connections and integrate with Jira Cloud platform and NetSuite
    • Step 1. Connect to Jira Cloud platform
    • Step 2. Connect to NetSuite
    • Step 3. Install NetSuite integrator bundle
  • Install NetSuite integration bundle (339019)
  • Create a custom Jira Cloud platform field
    • Map a custom Jira Cloud platform field for import to NetSuite
  • Create a Jira Cloud platform webhook
  • Get started with the Quickstart template
• Configure and run flows in the Jira Cloud platform – NetSuite integration template

This article explains how to install the Jira Cloud platform – NetSuite quickstart integration template.

Before you install

A. Create your Celigo iPaaS account

To install the Jira Cloud platform – NetSuite template, sign up for an integrator.io account with administrative access.

B. Enable SuiteTalk (web services) and SuiteScript

Sign in to your NetSuite account and complete the following tasks to prepare the account for installing the required NetSuite bundle:

1. Go to Setup > Company > Enable features > Company.
2. Under Data management, select the File cabinet.
3. Under SuiteCloud, select Custom records, Client SuiteScript, Server SuiteScript, and Web services.
4. Click Save.

Find and install the Jira Cloud platform – NetSuite template from the marketplace

To install the Jira Cloud platform – NetSuite template:

1. Navigate to integrator.io > Marketplace.
2. From the available templates, select either Jira Cloud platform or NetSuite.
3. Find the Jira Cloud platform – NetSuite template and click Preview. The Install template page appears.
4. Review the template’s contents and the ReadMe file, and click Install now to begin.
5. Read the disclaimer and click Proceed if you consent to its terms. The Install integration page appears.

Set up the connections and integrate with Jira Cloud platform and NetSuite

To install the integration, complete the steps shown.

Step 1. Connect to Jira Cloud platform

Click Configure to set up the Jira Cloud platform connection.

If you have already set up a connection to Jira Cloud platform, select Use existing connection and choose from the Connection list. Otherwise, click Set up new connection and provide your Jira Cloud platform account credentials.

Step 2. Connect to NetSuite

Click Configure to set up the NetSuite automatic token-based auth or manual token-based auth connection.

If you have already set up a connection to NetSuite, select Use existing connection and choose from the Connection list. Otherwise, click Set up new connection and provide your NetSuite account credentials.

Step 3. Install NetSuite integrator bundle

Click Install to install the NetSuite integrator bundle.

This step connects to NetSuite using the credentials you provided above and detects whether the common Celigo integrator bundle is already installed. If not, it will be installed in your NetSuite account for you.

The bundle status changes to “Installed.”

Install NetSuite integration bundle (339019)

The integration bundle manages the NetSuite custom fields specific to this template automatically for you. Complete this installation before running the flows in your newly installed template.

1. Sign in to your NetSuite account.
2. From the Customization menu, select Suite Bundler > Search and install bundles.
3. Enter the bundle ID 339019 into the Keywords field, and click Search.
4. Select this bundle, and click Install.
   Information: The installation process could take a while.
5. After the Celigo integrator bundle is successfully installed in your NetSuite account, switch back to the browser window with your integrator.io account.
6. Click Verify now.

The integrator bundle status changes to “Installed.”

Create a custom Jira Cloud platform field

To create a custom Jira Cloud platform field:

1. Sign in to your Atlassian account.
2. Navigate to Jira Software > Projects.
3. From the Settings menu, click Issues.
4. From the Fields section, click Custom fields.
5. At the upper right, click Create custom field. The Select a field type page appears.
6. Choose a field type for the custom field and click Next. The Configure field page appears.
7. Provide the field Name and click Create.

8. Select the tabs on which this custom field is displayed and click Update.

Map a custom Jira Cloud platform field for import to NetSuite

Hardcode the custom fields with IDs in the mappings, as in the following example for a text field:

Different field types in Jira Cloud platform require specialized formats, such as a radio button:

For more information, see Setting custom field data for other field types.

Create a Jira Cloud platform webhook

1. Sign in to your Atlassian account.
2. Navigate to Jira Software > Projects.
3. From the Settings menu, click System.
4. From the Advanced section, click WebHooks. The System WebHooks page appears.
5. Click Create a Webhook.
6. Provide the WebHook Name, select the Status, and enter URL.
7. Click Create.

How to retrieve an integrator.io webhook URL

Go to a flow in your installed template with a Jira Cloud platform listener (Jira Cloud platform issues to...), and click the listener.

In the Edit listener pane under the Generate URL & sample data section, click Copy URL to get the webhook URL.

8. Check the events that you want to be communicated through the webhook.

Get started with the quickstart template

Now that you’ve installed the quickstart template in your integrator.io account, learn how to configure and run your flows:

• For more information on using integration tiles, see Use your integration tile.
• For more information on how to schedule or run a flow, see Schedule data flows.
• For more information on how to use the flow dashboard, see Dashboard tab.
• For more information on template management, see Delete or restore a quickstart integration template.