Set up Jira and Confluence integration
Role: Project Manager 📋
Connect AIPD with Jira and Confluence to sync tickets, push AI-generated artifacts into the correct Jira project, and pull Confluence pages into the Knowledge Base as context for AI Agents.
Step-by-step guide​
In the sidebar, select Integration Hub under the Project Management group.
The page shows two tabs: JIRA and CONFLUENCE. Each tab has the same structure — the connection configuration panel is on the left, and the list of synced data is on the right.
Jira integration​
Select the JIRA tab.
Step 1: Select a project
Click the "Project" dropdown in the top corner to select the project you want to configure the integration for.
Step 2: Fill in the connection details
The Configuration panel on the left shows a form with the following fields:
| Field | Required | Notes |
|---|---|---|
| Friendly Name | Yes | Display name for this integration (e.g., Product Engineering) |
| Project Key | Yes | Target Jira project key (e.g., WEB, PROJ) |
| Jira Version | Yes | Select: Jira 9 (REST API v2) or Jira 10+ (REST API v3) |
| Jira Domain | Yes | Atlassian Cloud domain (e.g., company.atlassian.net) — no https:// needed |
| Epic Field Name | No | Custom Epic field name in Jira if a custom configuration is used |
| Cron Schedule | No | Automatic sync schedule in cron format (e.g., 0 * * * * — every hour) |
| API Token | Yes | Token from Atlassian Account → Security → API tokens |
The "Scan Credentials" toggle lets the system automatically detect credentials from the secure store — enable it if Credentials have already been configured.
Step 3: Test the connection
Click "Test Connection". The status bar below the panel will display:
Verifying...— checking in progressVerified(green) — connection successfulConnection Failed(red, with error tooltip) — wrong credentials or domain
Step 4: Save the configuration
Once the connection succeeds, click "Create Connection" (for a first-time creation) or "Save Changes" (for an update). The list of Jira tickets loads in the right panel.
The Jira ticket table shows these columns: Issue Key, Issue Type, Summary, Status, Assignee. Click "Sync Tickets" to pull the latest data from Jira.
Confluence integration​
Select the CONFLUENCE tab and follow the same process for the connection form:
| Field | Required | Notes |
|---|---|---|
| Friendly Name | Yes | Display name (e.g., Documentation) |
| Confluence Domain | Yes | Atlassian Cloud domain (e.g., company.atlassian.net) |
| Space Key | Yes | Confluence Space key used as the knowledge base source (e.g., DOC, PROJ) |
| Confluence Version | No | Select: Confluence 8 (v1), Confluence 8.5, or Confluence 9+ (v2) |
| User Email | Yes | Atlassian account email used for authentication |
| API Token | Yes | Atlassian token (same source as Jira) |
After saving successfully, the right panel shows the Confluence page hierarchy tree. Click "Sync Pages" to sync the latest content into the Knowledge Base. Use the "Filter pages..." input and the Expand All / Collapse All buttons to navigate the tree.
Update or re-test a connection​
Edit any field → click "Test Connection" to re-verify → click "Save Changes". The button label changes to "Retest" after a successful verification, or "Retry" if the connection failed.
Do not share API Tokens via chat or commit them to Git. Tokens are stored encrypted by AIPD; only accounts with Update permission on the Integration Hub screen can manage them.
Once the integration is complete, proceed to 02 — Set up project access to assign member permissions to the project.