Export to Jira and ClickUp

Mar 22, 2024

Overview

Enterprise customers can now export deals directly to a Jira or ClickUp project with our new export integrations.

Setting up a Jira or ClickUp integration

• Navigate to settings > workflow > integrations
• Connect to your Jira or ClickUp account and follow the instructions with the chosen provider
• Make sure you have appropriate permissions to edit project content

Integrations setting screen

Exporting deals to Jira or ClickUp

Once your integration is set up, exporting deals to is straightforward.

1. In the deal view, click on Export... from the deal header menu.
2. Choose the Jira or Clickup export option.
3. Select your target space and project.
4. Choose which issue type to map to (jira users only)

Deal export

What to expect from the Jira export

The Jira exporter translates your Estii deals into structured Jira issues, including phases, features and tasks. The exporter includes priorities, tags and descriptions.

If you have time estimates enabled on subtasks in jira, they will be exported too.

Jira export settings

Exported issues in Jira

What to expect from the ClickUp export

The ClickUp exporter translates your Estii deals into the structured ClickUp hierarchy, including phases, features and tasks. The exporter includes priorities, tags, descriptions and time estimates (on tasks)

ClickUp export settings

Exported tasks in ClickUp

Want us to integrate another platform?

If you want to request another integration, please don't hesitate to get in touch with our team to discuss further.