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How to load data from Jira to Excel File

How to Export Jira to Excel: Step-by-Step Guide

Learn how to use Airbyte to synchronize your Jira data into Excel File within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Jira as a source connector (using Auth, or usually an API key)
  2. set up Excel File as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Jira

Jira is an issue tracking software by Atlassian that assists developers in bug tracking and agile project management. With software support throughout the entire development process, from planning to tracking, to the final release, and reports based on real-time data to improve team performance, Jira is the go-to software development tool for agile teams.

What is Excel File

Excel File is a software application developed by Microsoft that allows users to create, edit, and analyze spreadsheets. It is widely used in businesses, schools, and personal finance to organize and manipulate data. Excel File offers a range of features including formulas, charts, graphs, and pivot tables that enable users to perform complex calculations and data analysis. It also allows users to collaborate on spreadsheets in real-time and share them with others. Excel File is available on multiple platforms including Windows, Mac, and mobile devices, making it a versatile tool for data management and analysis.

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Prerequisites

  1. A Jira account to transfer your customer data automatically from.
  2. A Excel File account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Jira and Excel File, for seamless data migration.

When using Airbyte to move data from Jira to Excel File, it extracts data from Jira using the source connector, converts it into a format Excel File can ingest using the provided schema, and then loads it into Excel File via the destination connector. This allows businesses to leverage their Jira data for advanced analytics and insights within Excel File, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Jira as a source connector

1. First, navigate to the Airbyte dashboard and click on "Sources" on the left-hand side of the screen.

2. Click on the "Add Source" button in the top right corner of the screen.

3. Select "Jira" from the list of available sources.

4. Enter a name for your Jira source connector and click "Next".

5. Enter your Jira credentials, including the Jira URL, email address, and API token.

6. Test the connection to ensure that the credentials are correct and the connection is successful.

7. Select the Jira projects and issue types that you want to replicate in Airbyte.

8. Choose the replication frequency and any other settings that you want to apply to your Jira source connector.

9. Click "Create Source" to save your Jira source connector and begin replicating data from Jira to Airbyte.  

It is important to note that the specific steps for connecting your Jira source connector may vary depending on your specific use case and the version of Jira that you are using. For more detailed instructions and troubleshooting tips, refer to the Airbyte documentation or consult with a Jira expert.

Step 2: Set up Excel File as a destination connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.
2. Click on the "Excel File" source connector and select "Create new connection."
3. In the "Connection Configuration" page, enter a name for your connection and select the version of Excel you are using.
4. Click on "Add Credential" and enter the path to your Excel file in the "File Path" field.
5. If your Excel file is password-protected, enter the password in the "Password" field.
6. Click on "Test" to ensure that the connection is successful.
7. Once the connection is successful, click on "Create Connection" to save your settings.
8. You can now use this connection to extract data from your Excel file and integrate it with other data sources on Airbyte.

Step 3: Set up a connection to sync your Jira data to Excel File

Once you've successfully connected Jira as a data source and Excel File as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Jira from the dropdown list of your configured sources.
  3. Select your destination: Choose Excel File from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Jira objects you want to import data from towards Excel File. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Jira to Excel File according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Excel File data warehouse is always up-to-date with your Jira data.

Use Cases to transfer your Jira data to Excel File

Integrating data from Jira to Excel File provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Excel File’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Jira data, extracting insights that wouldn't be possible within Jira alone.
  2. Data Consolidation: If you're using multiple other sources along with Jira, syncing to Excel File allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Jira has limits on historical data. Syncing data to Excel File allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Excel File provides robust data security features. Syncing Jira data to Excel File ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Excel File can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Jira data.
  6. Data Science and Machine Learning: By having Jira data in Excel File, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Jira provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Excel File, providing more advanced business intelligence options. If you have a Jira table that needs to be converted to a Excel File table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Jira account as an Airbyte data source connector.
  2. Configure Excel File as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Jira to Excel File after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Integrating diverse data sources is crucial for organizations aiming to maximize their data potential. This article explores the process of exporting data from Jira to Excel, offering insights into configuration, benefits, and best practices.

By leveraging this Jira to Excel integration, organizations can streamline data transfer, enhance data management capabilities, and facilitate informed decision-making through access to accurate, up-to-date information.

We'll explore two methods: manual data export, which typically requires significant time and effort, and an automated approach of connecting Jira with Excel using Airbyte that can be set up in minutes. This guide aims to walk you through both processes effectively, helping you choose the method that best suits your needs.

About Jira

Jira is a popular project management and issue-tracking software developed by Atlassian. It is widely used by software development teams to plan, track, and manage projects, as well as to collaborate on tasks and workflows. Jira offers features such as customizable workflows, agile boards, reporting tools, and integration capabilities with other software development tools. It's highly adaptable and can be used for various purposes beyond software development, including task management and business process tracking.

About Excel

Excel, a versatile spreadsheet tool within the Microsoft Office suite, has become an indispensable asset for data engineers and analysts worldwide. Its user-friendly interface, combined with powerful data manipulation and visualization capabilities, makes it a go-to solution for various data-related tasks. Excel's popularity stems from its ability to handle large datasets, perform complex calculations, and create insightful charts and pivot tables. For data engineers, Excel often serves as a familiar starting point for data exploration and preliminary analysis before moving to more specialized tools.

How to export Jira data to Excel?

Let's explore two methods to export your Jira data to Excel: 

  • An automated solution of connecting Jira to Excel using Airbyte
  • A manual approach of connecting Jira to Excel

Method 1: Automate or Schedule the export of Jira data to Excel using Airbyte

Airbyte offers a more efficient and reliable way to export your Jira data for use in Excel, with the added benefit of automation and scheduling. This means you can set up your data exports to run at specified intervals - be it hourly, daily, weekly, or any custom frequency you need - eliminating the need for manual effort and ensuring your Excel data is always up-to-date. While Airbyte doesn't directly support Excel as a destination, we can use alternative methods that allow for easy Excel integration.

1. Set up Jira as a source connector in Airbyte

  • Log in to your Airbyte account or set up Airbyte Open Source locally.
  • Navigate to the 'Sources' tab and click 'New Source'.
  • Select ‘Jira' from the list of available connectors.
  • Follow the prompts to enter your Jira credentials and configure the connection.
  • Test the connection to ensure it's working correctly.

2. Set up a destination connector in Airbyte

Local CSV Destination (for direct Excel compatibility)

  • In the 'Destinations' tab, click 'New Destination'.
  • Select 'Local CSV' as your destination.
  • Configure the local path where you want to save the CSV files.
  • These CSV files can be directly opened in Excel.

3. Create a connection in Airbyte

  • Navigate to the 'Connections' tab and click 'New Connection'.
  • Select Jira as the source and your chosen destination (Local CSV).
  • In the 'Streams' section, choose which data you want to export from Jira.
  • Set your sync frequency based on how often you need updated data.
  • Configure any necessary transformations or mappings.
  • Save and run your connection to start the initial sync.

4. Accessing your data in Excel

  • Navigate to the local directory you specified.
  • Open the CSV files directly in Excel.

Airbyte keeps your Jira data in sync at the frequency you specify in step #3, ensuring your Excel data warehouse is always up-to-date with your Jira data. ‍This method eliminates manual export processes from Jira, reduces the risk of human error, and saves considerable time, especially when dealing with large datasets or frequent updates.

Remember, while this method of exporting Jira data to Excel requires initial setup, it provides long-term benefits in terms of efficiency and data accuracy. You'll spend less time on data preparation and more time on valuable analysis and decision-making.

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Method 2: Manually exporting Jira data to Excel

Exporting Jira data to Excel without using third-party data integration tools can be done using Jira's built-in export features. Here's a step-by-step process to accomplish this:

1. Log in to Jira

Open your web browser and log in to your Jira account with appropriate permissions.

2. Navigate to the desired project or issue filter

Go to the project or use the search function to create a filter for the issues you want to export.

3. Generate the issue list

If you're in a project, go to the "Issues" tab. If you're using a filter, run the filter to display the list of issues.

4. Select the issues to export

You can either select specific issues by checking the boxes next to them or export all issues in the current view.

5. Click on Export

Look for the "Export" button, usually located near the top-right corner of the issue list.

6. Choose CSV (Excel) format

In the export options, select "CSV (Excel)" as the export format.

7. Configure export options

Jira will present you with various options for your export:

   - Choose the columns you want to include in the export

   - Decide whether to include all pages or just the current page

   - Select any additional fields you want to export

8. Start the export

After configuring your options, click on the "Export" button to begin the process.

9. Download the file

Jira will generate the CSV file and prompt you to download it. Save the file to your desired location on your computer.

10. Open the CSV file in Excel

Locate the downloaded file and open it with Microsoft Excel.

Additional notes:

- The exact steps might vary slightly depending on your Jira version and configuration.

- This method is best for one-time or infrequent exports. For regular, automated exports, you may need to consider other solutions.

- There are limitations to the number of issues you can export at once, typically around 1000 issues. For larger datasets, you may need to export in batches or use alternative methods.

- Ensure you have the necessary permissions in Jira to export data.

- Be mindful of sensitive data when exporting and handling Jira information outside the system.

By following these steps, you can export Jira data to Excel without relying on third-party data integration tools.

Use cases for exporting Jira data to Excel

Exporting Jira data to Excel can be incredibly useful for various purposes. Here are three common use cases:

1. Reporting and Analysis

Exporting Jira data to Excel allows for more advanced reporting and analysis capabilities. Users can:

  • Create custom charts and graphs to visualize project progress, issue trends, or team performance.
  • Perform complex calculations and data manipulations that may not be possible within Jira's native reporting tools.
  • Combine Jira data with data from other sources for comprehensive business intelligence reporting.
  • Use Excel's pivot tables and other analytical features to gain deeper insights into project metrics, sprint performance, or bug trends.

2. Stakeholder Communication

Excel provides a familiar format for sharing information with stakeholders who may not have access to or experience with Jira. This is useful for:

  • Creating executive summaries or status reports for management or clients.
  • Distributing project timelines or roadmaps in an easily readable format.
  • Sharing issue lists or backlogs with external team members or vendors.
  • Presenting project metrics or KPIs in a format that's easy to understand and distribute via email or in meetings.

3. Data Backup and Migration

Exporting Jira data to Excel serves as a method for backing up important project information or preparing for data migration. This is valuable for:

  • Creating offline archives of project data for record-keeping or compliance purposes.
  • Preparing data for import into another project management tool or a different Jira instance.
  • Cleaning up or restructuring data before reimporting it back into Jira.
  • Maintaining a snapshot of project status at specific points in time for future reference or auditing.

Why choose Airbyte for connecting Jira to Excel?

Airbyte offers several advantages for your data integration needs:

1. Easy setup: Airbyte's user-friendly interface makes it simple to create connections between Jira and Excel.

2. Automation: Schedule your data syncs to run automatically, saving time and ensuring data consistency.

3. Customization: Choose exactly which data to export and how often to update it.

4. Scalability: Airbyte can handle large datasets, making it suitable for businesses of all sizes.

5. Open-source: Benefit from community-driven development and the ability to customize connectors if needed.

Conclusion

Exporting data from Jira to Excel is crucial for many businesses to leverage their data effectively. While manual export is possible, using a tool like Airbyte can significantly streamline this process, saving time and reducing errors. By automating your data exports with Airbyte, you can ensure that your Excel files are always up-to-date, allowing you to focus on analyzing and deriving insights from your data rather than managing exports.

Ready to simplify your Jira to Excel exports? Try Airbyte for free.

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

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Frequently Asked Questions

What data can you extract from Jira?

Jira's API provides access to a wide range of data related to project management and issue tracking. The following are the categories of data that can be accessed through Jira's API:  

1. Issues: This includes all the information related to the issues such as issue type, status, priority, description, comments, attachments, and more.  

2. Projects: This includes information about the projects such as project name, description, project lead, and more.  

3. Users: This includes information about the users such as user name, email address, and more.  

4. Workflows: This includes information about the workflows such as workflow name, workflow steps, and more.  

5. Custom fields: This includes information about the custom fields such as custom field name, type, and more.  

6. Dashboards: This includes information about the dashboards such as dashboard name, description, and more.  

7. Reports: This includes information about the reports such as report name, description, and more.  

8. Agile boards: This includes information about the agile boards such as board name, board type, and more.  

Overall, Jira's API provides access to a vast amount of data that can be used to improve project management and issue tracking.

What data can you transfer to Excel File?

You can transfer a wide variety of data to Excel File. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Jira to Excel File?

The most prominent ETL tools to transfer data from Jira to Excel File include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Jira and various sources (APIs, databases, and more), transforming it efficiently, and loading it into Excel File and other databases, data warehouses and data lakes, enhancing data management capabilities.