How to Import Application Roles Data from Jira into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to easily import live Application Roles data from Jira into Excel using Coefficient for better user access management and reporting.

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Bringing your Jira Application Roles data into Excel helps you track user access levels across applications. Coefficient makes connecting Jira Application 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Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself.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 Application 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 Application 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 Application Roles data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Application 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 Application 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. Application 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 Application 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 Application 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

Frequently Asked Questions

  • How to get Application Roles from Jira?

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    Getting Application Roles from Jira can be done manually, but this gives you a static snapshot. Coefficient connects directly to Jira to pull your Application Roles data live into your spreadsheet, ensuring you always have current information.

  • How do I get a list of Application Roles in Jira?

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    You can view your list of Application Roles within the Jira application. To analyze or report on this list in your spreadsheet, Coefficient allows you to import your Application Roles data live into Excel, keeping your spreadsheet synced with Jira.

  • How do I import Application Roles from Excel to Jira?

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    Manually importing data from Excel into Jira is possible but can be complex. Coefficient supports two-way sync with Jira, potentially enabling you to manage certain configurations directly from your Excel sheet, depending on the object.

  • How do I download Application Roles data from Jira?

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    Jira allows you to download Application Roles data as a file, but this data won’t update automatically. For a continuously live source of your Application Roles data directly in your spreadsheet, use Coefficient’s direct connection.

  • How to automate importing Jira Application Roles to Excel daily?

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    Automating manual downloads of Jira Application Roles data is not standard. Coefficient lets you set up scheduled auto-refreshes for your Jira Application Roles data directly in Excel, keeping your data updated automatically every day.

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