Bidirectional Jira & Salesforce Integration
Sync projects, tasks, assignees, and fields between Klient PSA and Atlassian Jira Cloud — automatically, in both directions, with no double entry.
Project managers plan delivery, budgets, and resourcing in Klient PSA on Salesforce; developers live in Jira. Klient Jira Sync closes the gap with a true bidirectional integration built on the Jira Cloud REST API — routed through a single Salesforce Named Credential, with no middleware. Projects, tasks, assignees, custom fields, and Chatter comments stay aligned across both systems automatically.
Sync
Bidirectional Project & Task Sync
Import Jira projects and issues into Klient with summary, description, priority, type, assignee, and parent/child hierarchy preserved — one click on Sync Tasks. Changes made in Klient flow back to Jira through triggers (Create Project, Create Task, Update Task), and Chatter posts sync to Jira as comments. Neither team retypes a field.
Learn more →Map
Configurable Field Mapping & Picklist Translation
Admins pin each Jira field to a Klient field with a direction (both ways, or one way only) and optional Region or Practice scoping — declaratively, no code. Picklist values translate across systems (many-to-one and one-to-many), so your Klient statuses and Jira workflow map cleanly without renaming anything on either side.
Learn more →Resource
Automatic User Matching & Task Assignments
Jira assignees are matched to Salesforce users and create real Klient Task Assignments — so developer effort rolls into the same utilization, capacity, and costing reports as the rest of your services portfolio. Update the assignment in Klient and it pushes back to Jira.
Learn more →Automate
Auto-Sync on a Salesforce Schedule
Turn on Auto-Sync and the connector chains across every linked project on a Salesforce schedule, pulling new issues and field changes from Jira automatically — scheduled from the UI, no Anonymous Apex required. Everything runs as native Salesforce jobs: no middleware, and no data leaves the Salesforce trust boundary.
Learn more →Achievable results you can expect with a professional services automation platform
Experience impressive results with CRM-integrated PSA software. According to SPI Research's 2024 Professional Services Maturity™ benchmark, you can achieve:
Source: SPI Research 2024 Professional Services Maturity™ Benchmark
Essential Features for Jira Sync
Why use a PSA software running on Salesforce?
World's #1 CRM
Integrated platform, AI, app development, and best-in-class apps — all on the world's leading CRM.
Single Source of Truth
Connect sales, service, marketing, commerce, and IT, and personalize every experience from one platform.
Fast Time to Value
Ease of design and implementation at speed, with high ROI from day one.
Scalable and Flexible
Solutions for any size company or industry, ready to grow as you do.
of customers say they met or exceeded ROI expectation
Unify Every Department Under One Source of Truth
Centralized BI
Access all data and reports in one unified platform.
Enhanced Performance
Boost performance with easy access to unified project data.
Efficient Collaboration
Share and retrieve information across the platform in real time.
Engaged Customers
Improve interactions with detailed, accessible project data.
Frequently asked questions
Is the Klient-Jira sync truly bidirectional?
Yes. Data flows both ways: you can import Jira projects and issues into Klient PSA, and changes made in Klient (new projects, tasks, assignees, field updates) push back to Jira through triggers. Admins can also set any individual field to sync one direction only.
Does Klient Jira Sync work with Jira Server or Jira Data Center?
No — Klient Jira Sync supports Jira Cloud only, via the Jira Cloud REST API v3.
Can I sync my own Jira custom fields to Klient fields?
Yes. Field mapping is admin-configurable: pin any Jira field (including custom fields) to a Klient field, choose the sync direction, and translate picklist values between the two systems — no code required.
How are Klient users matched to Jira users for assignee sync?
Jira users are matched to Salesforce users on the Project Resource record by name, and the resolved Jira account ID is stored for reuse. Inbound Jira assignees automatically create Klient Task Assignments, so developer work is included in utilization and capacity.
Can I schedule Auto-Sync without running Anonymous Apex?
Yes. Auto-Sync can be scheduled from the UI and runs as a standard Salesforce scheduled job, chaining across every linked project to pull new issues and field changes automatically.
Does Jira Sync require any middleware?
No. Klient Jira Sync is a managed Salesforce package. Every Jira callout routes through a single Salesforce Named Credential, all configuration lives in Salesforce, and no data leaves the Salesforce trust boundary except through your configured Jira endpoint.
See Klient in action.
Discover the best growth secret for project success. Experience firsthand the capabilities of Klient.