Connecting Jira with Insights allows you to track engineering productivity, including cycle times, issue progress, and delivery metrics, all in one place. This guide walks you through the full setup process.
1. Navigate to Settings
To begin, click the Settings icon in the bottom left of your sidebar.
2. Add Team Members
Inside the Settings page, navigate to the Members tab.
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Click Add a new member to add the engineers whose cycle times and issue data you want to track.
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Once members are added, you’ll be able to link them with their Jira accounts later in the process.
3. Open Jira Integration
Next, go to the Integrations tab and select Jira Integration.
4. Enter Jira Connection Details
Fill in the required fields for the Jira integration:
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Domain Name – Use the domain of your Jira Cloud or Jira Server instance (e.g., https://yourcompany.atlassian.net/).
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Service Account – (Recommended) Create a dedicated service account in Jira with access to the projects you want Insights to analyze.
- Alternatively, you may use a personal access token linked to your Jira user account.
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API Token – Generate and paste the API token associated with your service account or personal account.
How to get your API keys from JIRA
Getting your service account API key's from Jira and the workspace name.
a. Jira Workspace Name – Your Jira domain name is a unique identifier of your Jira project workspace. You can find this in the URL you use to access your Jira project. It often looks like ‘https://[yourcompany].atlassian.net/‘.
b. Service Account – You will need an account that has project admin permissions for all Jira projects you want to integrate with. Note that depending on the account type, the format of the service account can be different (e.g email, accountname, etc).
API Token – To get your API Token you will need to log into your Atlassian account. After logging in, navigate to your ‘Profile‘ via the dropdown in the right-hand corner. Select ‘Manage Your Account‘, then click ‘Security‘. From here, click on ‘Create and Manage API Tokens‘. Click ‘Create API Token‘, you can then label your token, copy it and save it for later use.
💡 Tip: Using a service account is recommended for reliability and centralized control.
Once you've copied the related API keys from JIRA above, you can head back to the Insights platform and insert them in the fields below.
5. Configure Import & Webhooks
Enable the following options for a complete setup:
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Select to Import users from Jira → Ensures your Jira users are synced into Insights.
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Select to automatically integrate with Jira webhooks → Allows Insights to update metrics automatically as activity occurs in Jira.
Alternatively, you can copy and paste the webhook link manually into Jira if you prefer.
6. Save Your Integration
Once all details are entered, click Save.
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The initial connection may take a few minutes while Jira validates the service account or access token.
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Once complete, Insights will begin importing data from your Jira projects.
7. Link Users to Jira
After setup, return to the Members tab to ensure users are correctly mapped to their Jira accounts.
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Click the Jira icon beside each user.
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Link the Insights member profile with the correct Jira user account.
This ensures that productivity and delivery metrics are accurately attributed to each engineer.
8. Manual Jira Webhook Setup
In order for our story points page to function there are two ways to set up Jira Webhooks on our platform. One method is to use the auto setup which requires admin permissions for the service account and the other which is the manual setup is highlighted below.
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Head over the Integration page and then click on “Manage Settings”
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Then scroll down to the bottom of the page and select the Manual Webhook selector
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Now copy the URL present for the webhook
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Head over to your Jira instance and navigate to ‘/plugins/servlet/webhooks” and click on “Create a WebHook”
- Give your WebHook a name, paste the URL and select the events that are shown in the image below
- Once the events are selected, click on “Create” to save the WebHook.
✅ Jira Integration Complete
Your Insights dashboard is now connected to Jira. You’ll start seeing data populate in areas like PR Cycle Time, Story Points, and Time in Status, giving you visibility into your team’s delivery flow.