Category: Jira

How to Import Groups Data from Jira into Excel

Bringing your Jira Groups data into Excel helps you manage group memberships and permissions. Coefficient makes connecting Jira Groups to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Groups data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Groups object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Groups data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Groups data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Groups data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Groups From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Groups data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Groups data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Issue Types Data from Jira into Excel

Bringing your Jira Issue Types data into Excel helps you document and track your issue configurations. Coefficient makes connecting Jira Issue Types to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Issue Types data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Issue Types object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Issue Types data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Issue Types data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Issue Types data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Issue Types From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Issue Types data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Issue Types data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Issues Data from Jira into Excel

Bringing your Jira Issues data into Excel helps you track tasks, manage workflows, and build custom reports easily. Coefficient makes connecting Jira Issues to Excel straightforward and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Issues data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Issues object.

  • Step 3:

    Step 3. Pick the fields and filters you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Issues data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Issues data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Issues data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Issues From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet, like Summary, Status, Assignee, etc.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Issues data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Issues data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Notification Schemes Data from Jira into Excel

Bringing your Jira Notification Schemes data into Excel helps you document and track how users are notified about issue updates. Coefficient makes connecting Jira Notification Schemes to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Notification Schemes data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Notification Schemes object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Notification Schemes data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Notification Schemes data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Notification Schemes data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Notification Schemes From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Notification Schemes data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Notification Schemes data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Permission Schemes Data from Jira into Excel

Bringing your Jira Permission Schemes data into Excel helps you document and track access controls for projects. Coefficient makes connecting Jira Permission Schemes to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Permission Schemes data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Permission Schemes object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Permission Schemes data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Permission Schemes data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Permission Schemes data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Permission Schemes From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Permission Schemes data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Permission Schemes data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Priorities Data from Jira into Excel

Bringing your Jira Priorities data into Excel helps you understand how issues are ranked and managed. Coefficient makes connecting Jira Priorities to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Priorities data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Priorities object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Priorities data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Priorities data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Priorities data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Priorities From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Priorities data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Priorities data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Project Roles Data from Jira into Excel

Bringing your Jira Project Roles data into Excel helps you manage user roles within specific projects. Coefficient makes connecting Jira Project Roles to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Project Roles data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Project Roles object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Project Roles data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Project Roles data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Project Roles data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Project Roles From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Project Roles data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Project Roles data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Projects Data from Jira into Excel

Getting your Jira Projects data into Excel helps you manage and track project portfolios effectively. Coefficient makes connecting Jira Projects to Excel simple and automatic.

Instead of relying on manual exports that get old fast, you can set up a live link that refreshes itself. This guide shows you exactly how to import your Jira Projects data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Projects object.

  • Step 3:

    Step 3. Pick the fields and filters you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Projects data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Projects data into Excel with Coefficient is a quick process. Follow these simple steps to get your data connected.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Projects data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Projects From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet, like Project Name, Key, Lead, etc.
  6. Apply any filters to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To keep your Projects data current without manual work, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, find the auto-refresh option in the Coefficient sidebar.
  2. Click on the refresh icon next to your import.
  3. Set your desired schedule (e.g., daily, hourly, weekly).
  4. Choose the time you want the data to update automatically.

Your Excel sheet will now stay updated with the latest Projects data from Jira based on your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Resolutions Data from Jira into Excel

Bringing your Jira Resolutions data into Excel helps you track how issues are closed and resolved. Coefficient makes connecting Jira Resolutions to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Resolutions data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Resolutions object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Resolutions data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Resolutions data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Resolutions data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Resolutions From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Resolutions data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Resolutions data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Screen Schemes Data from Jira into Excel

Bringing your Jira Screen Schemes data into Excel helps you document and track how screens are associated with issue operations and issue types. Coefficient makes connecting Jira Screen Schemes to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Screen Schemes data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.

  • Step 2:

    Step 2. Select Import from… and choose the Screen Schemes object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Screen Schemes data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Screen Schemes data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Screen Schemes data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Screen Schemes From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Screen Schemes data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Screen Schemes data based on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more