Quick summary
This tutorial shows how to integrate Microsoft Excel with Jira using the Microsoft Excel+ For Jira app, allowing teams to embed Excel files directly inside Jira issues for seamless data access.
Steps
- Navigate to the top menu bar in Jira, then click Apps.
- Choose Explore More Apps from the dropdown options.
- Search for Microsoft Excel and select Microsoft Excel+ For Jira from the search results.
- Click Try It Free at the top-right corner of the app listing page.
- Tap Start Free Trial to proceed with activating the app.
- From the project's main dashboard, select and open the Jira issue you want to integrate with Excel.
- Scroll down to the Embeds section and choose Microsoft Excel.
- Tap File Picker and log into your Microsoft 365 online account.
- Choose the specific Excel file you want to attach to the selected Jira issue.
- Click Select to finish and activate the integration of your Jira issue with Excel.
