Jira automatically link issues
Last updated
Last updated
If customers create issues directly in your Jira instance, by using Jira Service Desk or via direct access, Atlas CRM can automatically link the contact and company to the issue. Atlas CRM uses the email address of the reporter for this and goes through several configurable steps.
Check 1: Link contact based on email
This check tries to find an Atlas CRM contact with the same email address as the reporter of the issue. Once there is a match, it will link the contact to the issue.
Check 2: Link company based on contact
This check will try to link a company to the issue based on the contact from check 1. If the contact is linked to only 1 company, this company will be linked to the issue.
Check 3: Link company based on domain
This check will try to link a company to the issue based on the email domain of the reporter. It will try to match the email domain of the reporter to a website domain of a company.
For example: an issue created by john.doe@avisi.nl will be matched to a company with the URL www.avisi.nl.
If a match is found it will be linked to the issue. The matched company found by check 2 will no longer be linked to the issue.
Automatically link issues is disabled by default. To enable this feature:
Log in as a Jira Administrator.
Go to Manage apps.
Navigate to the Settings in the Atlas CRM menu.
Click on the tab Jira integration
Click on the Add a Project button and choose a project from the dropdown menu.
Find the project in the overview and select one or more checks.
