Data Sources

The Data Sources tab gives admins the ability to pull data into Custom Charts that is not stored directly on Jira issues. This will often require additional authentication and be restricted so you can limit which users can see the data.

Open

Connect Custom Charts to Assets

Open

1. Navigate to the Custom Charts - Settings page, and open the Data sources tab

   1. From the top navigation bar in Jira, choose Apps > Manage your apps

   2. Choose Custom Charts - Settings in the Custom Charts section of the Apps page

   3. From the Custom Charts - Settings page, choose Data sources

2. Find the Insight custom fields panel and click the grey down arrow to expand it

3. On the right side of the section, click the grey toggle to enable the feature (it’s enabled once the toggle turns green)

4. In the Email box, enter the email address of the user whose permissions will be used to load the Insight custom fields

   1. Reminder: This user must have a valid Jira Service Management license. They do not require any additional Insight-specific permissions.

5. In the API token box, enter the API token for this user

   1. Atlassian documentation on creating an API token: https://support.atlassian.com/atlassian-account/docs/manage-api-tokens-for-your-atlassian-account/

6. Click Test connection then Save once you’ve connection is confirmed

7. Select the Jira Groups with users who should be able to view Insight custom field data in Custom Charts

   1. Users who are not in these groups will simply see the Insight object ID instead of the object name while viewing charts

Troubleshooting the Connection