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Connectors / Integration

Connect Smartsheet and Jira to Bridge Business and Engineering Teams

Automate bidirectional data sync between Smartsheet and Jira so project managers and developers always work from the same source of truth.

Smartsheet + Jira integration

Smartsheet and Jira serve two distinct but connected audiences — business and operations teams who live in Smartsheet for project planning, and engineering teams who rely on Jira for issue tracking and sprint management. When these two platforms operate in silos, project data gets duplicated, falls out of sync, or gets lost in translation. Integrating Smartsheet with Jira cuts out the manual handoffs and keeps tasks, statuses, and updates flowing across both platforms.

Modern product and project delivery requires tight coordination between the people planning the work and the people executing it. Business stakeholders use Smartsheet for Gantt charts, resource planning, and executive dashboards, while developers manage their sprints, bugs, and feature requests in Jira. Without an integration, project managers end up manually copying updates from Jira into Smartsheet, engineers receive requirements late or without context, and leadership dashboards fall behind reality. Connecting Smartsheet and Jira through tray.ai gives every team real-time visibility across both tools, cuts duplicated effort, and means everyone — from the C-suite to the scrum team — is working from accurate, current information.

Automate & integrate Smartsheet + Jira

Automating Smartsheet and Jira business processes or integrating data is made easy with Tray.ai.

smartsheet
jira

Use case

Bidirectional Task and Issue Sync

Keep Smartsheet rows and Jira issues in sync by automatically updating status changes, assignments, and due dates in both directions. When a developer updates a Jira issue, the corresponding Smartsheet row reflects that change immediately — and vice versa. No more dual data entry, no more guessing which tool has the latest project state.

  • Eliminates manual status updates across two platforms
  • Reduces risk of stale or conflicting project data
  • Saves project managers hours of reconciliation work each week
smartsheet
jira

Use case

Automated Jira Ticket Creation from Smartsheet Requests

When a new row is added to a Smartsheet intake form or project plan, automatically create a corresponding Jira issue with the right project, issue type, priority, and assignee. Engineers don't need to monitor Smartsheet at all. Teams can standardize their intake process while keeping developers working exclusively in Jira.

  • Standardizes how work requests flow from business teams to engineering
  • Reduces time-to-ticket from hours to seconds
  • Ensures Jira issues always include required context and metadata
smartsheet
jira

Use case

Sprint Progress Reporting Back to Smartsheet

Automatically pull Jira sprint data — completed issues, blockers, velocity metrics — and populate summary rows or dashboards in Smartsheet for executive and stakeholder reporting. Non-technical stakeholders get real-time visibility into engineering progress without ever logging into Jira. No one has to compile a status report by hand.

  • Gives executives real-time visibility into engineering sprints
  • Removes the need for manual status report compilation
  • Enables data-driven project reviews with always-current metrics
smartsheet
jira

Use case

Bug and Defect Escalation Workflow

When a high-priority bug is logged in Jira, automatically add a flagged row to the relevant Smartsheet project plan and notify the appropriate project manager. Critical defects show up immediately in the business-side planning tool, where they can be factored into timelines and resource allocation without delay. Teams can adjust plans before the situation becomes a scramble.

  • Surfaces critical bugs in business planning tools immediately
  • Enables faster timeline and resource reallocation decisions
  • Creates a documented audit trail of escalations across both systems
smartsheet
jira

Use case

Cross-Platform Milestone and Deadline Tracking

Sync project milestones defined in Smartsheet directly into Jira as epics or version targets, and automatically update Smartsheet when Jira marks those milestones complete. This keeps high-level planning aligned with ground-level execution and prevents the all-too-common scenario where delivery dates shift in engineering without the business team finding out. Both tools reflect the same deadlines at all times.

  • Aligns engineering delivery targets with business planning milestones
  • Automatically flags milestone slippage in Smartsheet dashboards
  • Reduces surprise delays through proactive cross-tool visibility
smartsheet
jira

Use case

Resource and Assignee Synchronization

When a Smartsheet project plan assigns a team member to a task, automatically assign the corresponding Jira issue to the same person and update workload views on both platforms. Resource managers get a unified view of capacity across engineering and project tasks, making it easier to spot overallocation before it becomes a problem. This is especially useful during project kickoffs and sprint planning sessions.

  • Prevents resource conflicts by syncing assignments across tools
  • Gives resource managers a single view of team capacity
  • Reduces onboarding friction when new team members are added

Challenges Tray.ai solves

Common obstacles when integrating Smartsheet and Jira — and how Tray.ai handles them.

Challenge

Mapping Mismatched Data Structures

Smartsheet organizes work as rows within sheets, while Jira structures work as issues within projects with specific issue types, epics, and sprints. These fundamentally different data models make it hard to establish clean, reliable field mappings without a flexible integration layer.

How Tray.ai helps

tray.ai's visual data mapper lets teams create precise, custom field mappings between Smartsheet columns and Jira issue fields, including custom fields on both platforms. Conditional logic handles different issue types and sheet structures without writing complex code.

Challenge

Preventing Infinite Sync Loops

In a bidirectional integration, an update pushed from Smartsheet to Jira can trigger a webhook back to Smartsheet, creating an infinite loop of updates that corrupts data and overwhelms both systems. It's one of the most common and damaging pitfalls in two-way integrations.

How Tray.ai helps

tray.ai handles loop prevention by stamping records with a sync source identifier and checking that identifier before processing any incoming update. Changes originating from the integration itself are ignored, which breaks the loop without any manual intervention.

Challenge

Handling Jira's Complex Authentication and Permissions

Jira Cloud and Jira Data Center use different authentication mechanisms, and Jira's project-level permission schemes can cause integration calls to fail silently if the service account lacks the right access. Tracking down those failures without proper tooling is slow and frustrating.

How Tray.ai helps

tray.ai provides pre-built, tested authentication flows for both Jira Cloud and Jira Data Center, along with detailed error logging that surfaces permission-related failures with actionable context. Teams can configure and test their Jira connection once and reuse it across all workflows.

Templates

Pre-built workflows for Smartsheet and Jira you can deploy in minutes.

New Smartsheet Row to Jira Issue

Smartsheet Smartsheet
Jira Jira

Automatically creates a new Jira issue whenever a row is added to a designated Smartsheet sheet, mapping fields such as summary, description, priority, assignee, and project from Smartsheet columns to the corresponding Jira issue fields.

Jira Issue Status Change to Smartsheet Row Update

Jira Jira
Smartsheet Smartsheet

Watches for status transitions on Jira issues and automatically updates the corresponding Smartsheet row's status column, keeping project dashboards and Gantt charts current without any manual intervention from project managers.

Bidirectional Smartsheet and Jira Sync

Smartsheet Smartsheet
Jira Jira

Runs a fully bidirectional, scheduled sync between a Smartsheet sheet and a Jira project, reconciling changes made on either side and resolving conflicts based on the most recent update timestamp.

Jira Sprint Summary Report to Smartsheet

Jira Jira
Smartsheet Smartsheet

At the end of each sprint, automatically compiles sprint metrics from Jira — including completed issues, carry-over items, and blockers — and populates a summary section or dedicated reporting sheet in Smartsheet for stakeholder review.

High-Priority Jira Bug Alert to Smartsheet

Jira Jira
Smartsheet Smartsheet

Monitors Jira for newly created or escalated high-priority bugs and critical issues, then automatically adds a flagged alert row to the relevant Smartsheet project plan and sends a notification to the assigned project manager.

New Smartsheet Project to Jira Project Provisioning

Smartsheet Smartsheet
Jira Jira

When a new project sheet is created in Smartsheet from a template, automatically provisions a matching Jira project with the right board configuration, components, and team members, so both platforms are set up and aligned from day one.

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