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Take the first steps to use the SharePoint Connector app for Jira Data Center.

Open the SharePoint Connector app

You can install the SharePoint Connector app from the Atlassian Marketplace, then open it by clicking the SharePoint & OneDrive link on Jira’s sidebar, and it's ready to use.

Connect your first folder

You don't need to create an account to use the app. The only thing required is to connect at least one folder to the Jira project so that you can start collaborating with your team and build your single source of truth.

If a folder is connected when you first open the app, someone in your team has already shared a folder. You can use that one or add more, following the same steps.

Step 1: Click the "Connect folder" button

Step 2: Select the storage place where the folder you want to connect is and authenticate

You can connect a folder stored in SharePoint, OneDrive for Business, or OneDrive.

You can connect more places later from the file manager. Learn more

 Connecting a SharePoint folder

Connecting a SharePoint folder

Learn how to authorize the Team Files app to access the content in your SharePoint account so that you can connect a folder.

Instructions

  1. In the file manager, click the "Connect folder" button on the right (or select the option from the [···] menu if the window is too narrow).  

  2. If it's your first time connecting to a storage place, skip this step.
    The modal dialog shows a list with your connected storages. Click the "Connect place" button.

  3. Select SharePoint from the list.

  4. Sign in when the screen loads.

  5. Press the "Allow" button.

  6. You can now browse your SharePoint to connect a folder to your Confluence space or Jira project.

If you have problems connecting your account, please check the SharePoint Permissions Setup

We NEVER store your user or password credentials. We use state-of-the-art OAuth 2.0 to connect securely through an encrypted connection. The app gets an authorization token to use the storage. You can revoke this authorization at any time.

 Connecting an OneDrive for Business folder

Connecting a OneDrive for Business

Learn how to authorize the Team Files app to access the content in your OneDrive for Business account so that you can connect a folder.

Instructions

  1. In the file manager, click the "Connect folder" button on the right (or select the option from the [···] menu if the window is too narrow).  

  2. If it's your first time connecting to a storage place, skip this step.
    The modal dialog shows a list with your connected storages. Click the "Connect place" button. 

  3. Select OneDrive for Business from the list.

  4. Sign in when the screen loads.

  5. Press the "Allow" button.

  6. You can now browse your OneDrive for Business to connect a folder to your Confluence space or Jira project.

If you have problems connecting your account, please check the SharePoint Permissions Setup

We NEVER store your user or password credentials. We use state-of-the-art OAuth 2.0 to connect securely through an encrypted connection. The app gets an authorization token to use the storage. You can revoke this authorization at any time.

 Connecting an OneDrive folder

Connecting a OneDrive folder

Learn how to authorize the Team Files app to access the content in your OneDrive account so that you can connect a folder.

Instructions

  1. In the file manager, click the "Connect folder" button on the right (or select the option from the [···] menu if the window is too narrow).  

  2. If it's your first time connecting to a storage place, skip this step.
    The modal dialog shows a list with your connected storages. Click the "Connect place" button. 

  3. Select OneDrive from the list.

  4. Sign in when the screen loads.

  5. Press the "Allow" button.

  6. You can now browse your OneDrive to connect a folder to your Confluence space or Jira project.

We NEVER store your user or password credentials. We use state-of-the-art OAuth 2.0 to connect securely through an encrypted connection. The app gets an authorization token to use the storage. You can revoke this authorization at any time.

Step 3: Navigate to where the folder you want to share with your team is

SharePoint tip: If you can’t see the site where your folder is, you can use the “Find site” button and enter your SharePoint address. More info

Step 4: Select the folder you want to connect

Use the checkbox to select the folder you want to connect.

We recommend connecting a folder where you and your team already store your documents, but you can also start with a new one by clicking the "New folder" button.

Tip: You can select multiple folders.

Step 5: Select permissions (optional)

Click the "Permissions" tab. By default, your team can see and edit any folder you connect. You can block edit options and downloads.

For more information, check the permissions page.

Step 6: Click the "Connect" button.

You're all done. You're ready to use the app. Learn more about the file manager, how to edit documents, and how to Attach files and folders to issues.

IMPORTANT! Please read.

The app uses the storage place as the "single source of truth," However, you need to understand that it has some particular behaviors. Like:

  • When you share the same file in various Confluence pages or Jira issues, it will show all the updates in the other places when edited in one place.

  • Suppose someone deletes the file or folder shared/embedded into a Page or issue from the connected storage (OneDrive, Google Drive, Dropbox, etc.). In that case, it will no longer be available on Confluence or Jira.

  • If someone edits the attached file in the cloud storage via a desktop app, the changes will also be reflected in Confluence and Jira.

  • This behavior is excellent to avoid duplicates and multiple untracked versions across platforms. With this app, you can have one file that is the same everywhere. Handle it with care. :)

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