Configuring CSV Import for the Jira Connector
Overview
During the Jira audit setup process, you will be prompted to import a CSV file of audit requests that will be created in Jira.
This page details options to expand on the basic import to gain additional functionality via the integration.
If you haven't already, please read Step 3: Setting up Audit Requests for how ZenGRC manages creation of audit requests and then refer to this document for specific Jira activities.
Step 1: Download CSV Template
IMPORTANT
The Jira template available on Step 3 of audit creation pulls all required fields from your Jira set up. So it is important to use the downloaded template in this step to populate your information. Additionally, you can add other, non-required fields from your Jira instance to the template, which is also explained in this documentation
To download the import requests template, complete the following:
- On Step 3 of audit creation, click click here to download it link. The CSV file will open or download in the manner specified in your browser.
Step 2: Complete the Template
Customizing the template
Many users may wish to add additional Jira fields to the CSV import. This section provides some hints.
If a field exists in the relevant Jira project, data for it may be imported via the CSV file. Email addresses added to the Assignee field need to exist in Jira, but they do not need to exist in ZenGRC. As long as they are Jira users, they can be assigned to a request.
NOTE
For a short demonstration of customizing the template, watch the ZenGRC Jira Demonstration.
The following screenshot includes a number of fields standard in a Jira software project.
Import file:
NOTE
For the above Jira CSV template to edit and customize, click Jira expanded template.csv.
Resulting Jira issue:
The resulting Jira issue will then appear updated with the additional fields populated:
Custom Fields
Custom fields may also be imported as long as the values to be imported are allowable in the field. For example, the following file imports a custom dropdown field Mode with the possible values shown to the right:
Import file:
Resulting Jira issue:
Markup Support
Text Markup is also supported during import, for fields which accommodate markup in Jira.
Import file:
Resulting Jira issue:
Views in ZenGRC:
Note that the text formatting and custom field also appears in the detail view in ZenGRC:
WARNING
Currently when creating an audit using Jira, selecting "Epic" in the Audit issue type field and "Task" in the Request issue type field does not place the tasks in the epic. It links to them, instead. We are currently working to improve this functionality to correctly place those request tasks as children of the epic.
Selecting "Task" in the Audit issue type field and "Sub-task" in the Request issue type field does correctly create sub-tasks with the audit task as a parent.
After importing your CSV file, you can map them to controls. Please see Mapping Requests to Available Controls in Step 3: Setting up Audit Requests.
If you've completed mappings, please see Step 4: Generating Assessments. It is the same for our Jira and regular ZenGRC audits.
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