Office Add-In for bi-directional Integration

You can install our corresponding Office Add-In Integration for Jira for free to collaborate with Jira users directly from Excel, keep issues and spreadsheets in-sync bi-directionally.

• Connect Jira with Excel bi-directionally

• Manage your Jira issues in Excel

• Make bulk edits to Jira issues in Excel

For our Office Add-In to work, Excel Online Integration from the Atlassian Marketplace must be installed on your Jira Cloud instance (not yet available for Jira Data Center). To request or sign up, please navigate to our Marketplace Listing and click the Try for free button.

Installation

1. In Excel on the Home tab, click on Add-ins

2. In the search bar type in Mobility Stream

3. Scroll down to More search results and click on Add button next to Integration for Jira

4. On the configuration screen enter your Jira URL, for example: https://your_org.atlassian.net

5. On the configuration screen enter your Jira username, for example: Joe.Doe@your_org.com

6. Create a API token in Atlassian Jira

   1. Login to Atlassian Jira in your web browser

   2. On the top right, click on your avatar and select Profile

   3. On your profile page, select Manage your account

   4. Go to the Security tab, then select Create and manage API tokens

   5. On the next screen, click Create API token, give it a name, and expiration date

   6. Copy the displayed API token (you will not be able to view it again)

7. Back in Excel, paste the API token into the Jira API Token field and hit Connect to Jira

8. You should see a green checkmark, congratulations installation is complete!

Use of Add-In

Create an Export in Jira

You will need to start by creating an export in Jira. If your export was created before Q2 2025, you may have to recreate your Export to make it work properly with the Office Add-in.

Open end Edit your Export in Excel

You can find your export on the My Published Excel Sheets page. Open it up in Excel for the Web/Online. You should now see a spreadsheet with your exported issues. There are several modes in which fields can be edited:

• Edit directly in the cell (text and number fields)

• Drop down (option fields with values)

• Context menu (user, label, option fields, etc)