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Jira

Connect Jira Cloud to export Finseo tasks as Jira issues into any project. Descriptions arrive fully formatted with the data evidence and step-by-step instructions.

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What you can do

  • Export any Finseo task as a Jira issue with one click.
  • Auto-export new tasks via automation rules (filtered by category and impact).
  • Assign exported issues to Jira users directly from Finseo.

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Get your API token

Finseo authenticates with Basic auth: your Atlassian account email plus an API token.
  1. Go to id.atlassian.com → Security → API tokens.
  2. Click Create API token, name it, and copy the value.
See Atlassian’s API token docs for details.

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Connect

  1. In Finseo, open Integrations → Jira → Connect.
  2. Enter your site URL (your-team.atlassian.net), your account email, and the API token.
  3. Save.

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Export tasks

  • On the Tasks page, open a task and use Export → Jira, then pick the target project.
  • Optionally choose a Jira assignee.

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Automation rules

Under Tasks → Automation, create rules that push new Finseo tasks into Jira automatically — filtered by category and minimum impact, with an optional default assignee.

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Troubleshooting

Use the email address of the Atlassian account that created the token, and the bare site domain without https:// (e.g. acme.atlassian.net). Tokens created for a different Atlassian site will not work.
Finseo lists projects your Jira user can create issues in. Check your project permissions in Jira, then reopen the picker.