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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
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
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Step 1:
Step 1. Install Coefficient from the Office Add-ins store and connect to your Jira account.
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Step 2:
Step 2. Select Import from… and choose the Projects object.
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Step 3:
Step 3. Pick the fields and filters you need, then import the data to your Excel sheet.
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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.
- Open Excel.
- Insert Go to thetab.
- Get Add-ins Click.
- 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.
step:2:Importing the Data
Now that Coefficient is connected to Jira, you can pull in your Projects data.
- Import from… In the Coefficient sidebar, click thebutton.
- Jira Selectfrom your list of connected sources.
- Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
- Projects From the list of available Jira objects, select.
- Choose the specific fields (columns) you want to bring into your sheet, like Project Name, Key, Lead, etc.
- Apply any filters to narrow down the data, if needed.
- Import Clickto pull the data into your Excel sheet.
step:3:Setting up Auto-Refresh (Optional)
To keep your Projects data current without manual work, set up an auto-refresh schedule.
- With your imported data table selected in Excel, find the auto-refresh option in the Coefficient sidebar.
- Click on the refresh icon next to your import.
- Set your desired schedule (e.g., daily, hourly, weekly).
- 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.
Available Jira Objects
Objects
- Issues
- Issue Types
- Fields
- Versions
- Components
- Priorities
- Resolutions
- Statuses
- Users
- Groups
- Application Roles
- Project Roles
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Frequently Asked Questions
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How to get Projects from Jira?
Getting Projects from Jira can be done manually, but this gives you a static snapshot. Coefficient connects directly to Jira to pull your Projects data live into your spreadsheet, ensuring you always have current information.
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How do I get a list of Projects in Jira?
You can view your list of Projects within the Jira application. To analyze or report on this list in Excel, Coefficient allows you to import your Projects data live, keeping your spreadsheet synced with Jira.
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How do I import Projects from Excel to Jira?
Manually importing data from Excel into Jira is possible but can be time-consuming. Coefficient supports two-way sync with Jira, allowing you to create new Projects or update existing ones directly from your Excel sheet.
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How do I download Projects data from Jira?
Jira allows you to download Projects data as a file, but this data won’t update automatically. For a continuously live source of your Projects data directly in your spreadsheet, use Coefficient’s direct connection.
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How to automate importing Jira Projects to Excel daily?
Automating manual downloads of Jira Projects data is not standard. Coefficient lets you set up scheduled auto-refreshes for your Jira Projects data directly in Excel, keeping your data updated automatically every day.
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