Step #1 - Create your Project in JIRA

Step #2. Add your JIRA Project to Sapling

In Sapling, navigate to Admin>Integrations.

Then add your JIRA domain and Project key.

You'll then be able to Generate your Consumer Key, Consumer Name and Public Key

Step #3. Configure the integration in JIRA

In JIRA, navigate to Applications>Applicant Links.


We then create a new link (provided by your Customer Success Manager) and Configure the Applicant URL.

You'll then be able to input the Consumer Key, Consumer Name and Public Key and click Continue.

Step #4. Confirm and launch the integration in Sapling

In Sapling, we then click Launch Integration and provide JIRA permission to send information into your account (to update the status of activities).

Finally, select the JIRA state that matches Sapling's completed state (typically 'Done').

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