How to automatically sync Salesforce bug reports to JIRA tickets without manual data entry

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

Learn how to automatically sync Salesforce bug reports to JIRA tickets using Coefficient as a bridge solution, eliminating manual data entry.

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SalesforceManual data entry betweenand JIRA creates bottlenecks that slow down bug resolution. Teams waste hours copying bug report details, reproduction steps, and system metadata from one platform to another.

CoefficientHere’s how to set up automated synchronization usingas your integration bridge, plus the specific steps to eliminate manual work entirely.

Bridge Salesforce and JIRA using Coefficient

SalesforceWhile directto JIRA integration requires complex middleware, Coefficient turns Google Sheets into a powerful sync hub. You can extract bug reports from Salesforce, transform the data, and prepare it for JIRA import with full visibility into every step.

How to make it work

Step 1. Import Salesforce bug reports with automated scheduling.

Connect Coefficient to your Salesforce org and import Case records or custom bug objects. Set up dynamic filters to only sync records marked as bug reports, and schedule hourly refreshes for near real-time updates. This ensures new bug reports appear in your Google Sheet within an hour of creation.

Step 2. Create field mapping between Salesforce and JIRA.

Build a structured mapping table in your Google Sheet that translates Salesforce fields to JIRA equivalents. Map Subject to Summary, combine Description and Reproduction Steps into JIRA’s Description field, and translate Priority values (Salesforce “High” becomes JIRA “Major”). Use formulas to standardize formatting and ensure data consistency.

Step 3. Set up automated JIRA integration.

Connect your mapped Google Sheet data to JIRA using Zapier or export CSV files for bulk import. Coefficient’s scheduled exports can push formatted data back to other systems, or you can use the standardized CSV output for JIRA’s bulk import feature. Set up alerts to notify your team when new tickets are created.

Step 4. Monitor sync status and handle exceptions.

Use Coefficient’s Slack alerts to get notified when new bug reports are added or when data validation fails. Create conditional formatting in your Google Sheet to highlight incomplete records or mapping errors before they reach JIRA. This gives you full visibility into the sync process and easy troubleshooting.

Start automating your bug report workflow

Try CoefficientThis approach eliminates manual data entry while giving you better control than direct API integrations. You get complete audit trails, easy troubleshooting, and the flexibility to modify your sync logic without touching code.to set up your automated Salesforce to JIRA sync today.

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