How to Import Workflow Schemes Data from Jira into Excel

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

Learn how to easily import live Workflow Schemes data from Jira into Excel using Coefficient for better process mapping and tracking.

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Bringing your Jira Workflow Schemes data into Excel helps you document and track how workflows are applied to issue types and projects. Coefficient makes connecting Jira Workflow 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Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself.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 Workflow 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 Workflow 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 Workflow Schemes data updated automatically on your schedule.

block:step-by-step

Step-by-step guide

Importing Jira Workflow 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 Workflow 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. Workflow 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 Workflow 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 Workflow 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

Frequently Asked Questions

  • How to get Workflow Schemes from Jira?

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

  • How do I get a list of Workflow Schemes in Jira?

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

  • How do I import Workflow Schemes 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 Workflow Schemes data from Jira?

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

  • How to automate importing Jira Workflow Schemes to Excel daily?

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

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