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• 1 Installation
• 2 Creating an import
• 3 Configure the Import
• 4 Manual Import
• 5 Microsoft Credentials
  • 5.1 Create and setup your Microsoft app
  • 5.2 Credentials storage
  • 5.3 Troubleshooting
  • 5.4 FAQ
    • 5.4.1 Excel

Installation

1. Navigate to Find new apps

2. Search for Asset Importer : Microsoft file importer

3. Click install

Creating an import

1. Click Assets menu

2. Select the Object Schema you want to import data into

3. Click Schema Configuration button

4. Click Roles tab

5. Add Asset Importer: Microsoft file import to the role Object schema managers

6. Click Import tab

7. Click Create Import button

8. Select Microsoft File Importer

9. Enter any name regarding the file you want to import, example Cities

10. Click “Create Import”.

Configure the Import

1. Click the three dots on the import you created

2. Click Configure app

3. Set up authentication for Microsoft.

   1. Microsoft uses OAuth2 as the authentication method. To set this up, you need to create a Microsoft OAuth2 application. Note down the “Redirect URL” on the “Authentication” tab. This is your Microsoft app callback URI for this specific importer.

      Read more on how to set up the OAuth2 app here: Asset Importer for Microsoft files and Excel, Sharepoint | Microsoft Credentials

4. Set up credentials by entering the Microsoft App Client ID and the Microsoft App Client Secret into the respective textboxes.

5. Select the scope of the application

6. Click Enable Schedule and set the interval you wish it to run.

7. Click Resources and paste the HTTPS URL to the Microsoft file.

8. Click Load

9. Select the columns, key, and label in the generated table.

10. Click Save

Open

Enter Client Id + Client Secret and click Authorize

Click continue and login with your Microsoft credentials.

Click “Refresh status” on the “Authentication” tab to reaload authentication status.

Manual Import

1. Click Import Data button and the import will start fetching the data

Microsoft Credentials

To authenticate you need to create a Microsoft App

This can be done in this ways;

Create and setup your Microsoft app

Log into your company’s (or school) Azure portal https://portal.azure.com/#home

Click “App registration”

Select your account type (option 1 or 2) (note, personal accounts does not support the redirect url provided by the importer app. Hence; personal accounts are not supported)

This is your App client Id
Now click “Manage” and “API permissions”

Add Files.Read (or) Files.Read.All + offline_access to allow offline access (refresh tokens)

Now click “Certificates & Secrets” to generate a secret for this app.

Copy your secret value. This is your client secret.

Now click “Authentication” and select edit platform configuration. Select “Web”

Enter the “Redirect url” from the Jira Asset Importer Authentication tab. Paste this into the redirect uri configuration of this app.

Now you're set!

Head over to the Asset Importer app in Jira to complete the login process.

The Asset Importer will now have access to the files that the logged-in user has permission to view.

Credentials storage

The app uses Atlassian forge secret store to store the credentials encrypted.

The current version displays the credentials for the Asset Schema Admin, that has the permission o create imports.

Troubleshooting

I receive errors when Authorizing my app

• Missing parameter “code”

  • This indicates that there is something wrong on your setup on Microsoft side. Check app settings, if possible select account type bullet #2 Accounts in any organizational directory as in the guide above.

FAQ

Excel

To import an Excel file sheet → Choose type CSV in the Resources settings page.

Known limitations: Only the first sheet is imported