Custom mapping configuration for SPW Jira Integrations
Learn about creating custom mapping configurations to map Jira issue types, fields, and choices with SPW entities, to match your team's processes.
Custom mapping configurations allow you to control how Jira issue types, fields, and values align with SPW planning items. While default mappings cover common use cases, they may not fit your team's processes or reporting needs. By creating custom mappings, you can:
- Ensure accurate synchronization of work items between Jira and SPW.
- Align data mapping to reflect your team’s terminology and workflows.
- Support consistent reporting and visibility across strategy and execution.
This flexibility helps provides a tailored integration experience, so that portfolio managers and delivery teams work with information that matches their context.
Create custom table mapping for SPW Jira integrations
Create a custom mapping configuration between tables of Strategic Planning Workspace (SPW) and Jira.
Before you begin
Review default mapping configuration for Jira projects in SPW.
Role required: sn_jira_int.user
About this task
Choose one table from Jira and one from SPW to create a mapping between them.
For example, if your team uses an issue type like Feature that isn’t mapped by default, you can create a new mapping between the Feature issue type in Jira and the Feature [sn_align_core_feature] table in SPW.
Procedure
What to do next
- Validate your new table map configuration by clicking Validate and fix mapping from the Jira project form.
- For this table map, create field mappings. See Create custom field mapping for SPW Jira integrations.
Create custom field mapping for SPW Jira integrations
Create a custom mapping configuration between fields of Strategic Planning Workspace (SPW) and Jira.
Before you begin
Role required: sn_jira_int.user
About this task
Select a Jira field and map it to a corresponding SPW field in the Table Map record.
For example, a table mapping between the Story entity in Jira and the Story [rm_story] table in SPW is available by default. If you need to map additional fields, such as story points, create a custom Field Map record using the steps below.
Procedure
What to do next
- Validate your new mapping configuration by clicking Validate and fix mapping from the Jira project form.
- (Optional) If your new field is of the type Choice, create custom choice mapping for it. See Create custom choice mapping for SPW Jira integrations.
Create custom choice mapping for SPW Jira integrations
Create a custom mapping configuration for field choices between Strategic Planning Workspace (SPW) and Jira.
Before you begin
Role required: sn_jira_int.user
About this task
Select a choice value from a Jira entity and map it to a corresponding choice value in an SPW table.
For example, Jira Stories include default states such as To Do, In Progress, and Done. If your team adds a custom state like Testing, you can create a choice mapping to link Testing in Jira to the Ready for Testing state in the Story [rm_story] table in SPW.
Procedure
What to do next
- Validate your new mapping configuration by clicking Validate and fix mapping from the Jira project form.
- Enable bidirectional sync of work items between Jira projects and SPW.
- Import issues from Jira to SPW.