Automate JIRA Task Creation from Excel via Alteryx Workflow

[max1111]

Hi all,

I'm looking to automate the creation of JIRA issues using Alteryx. I have an Excel file that contains structured data for JIRA tasks, including fields like Summary,  Issue Type, Assignee

My goal is to build an Alteryx workflow that:

1. Reads this Excel file
2. Converts each row into a properly formatted JSON payload
3. Sends a POST request to the JIRA REST API to create the corresponding issue

Has anyone implemented something similar? I’d really appreciate any recomendations: 

• A sample workflow or best practices for setting up the Download tool for JIRA API calls
• Tips for handling authentication
• Guidance on constructing dynamic JSON
• Any gotchas with custom fields

Thanks in advance!

[Deano478]

@max1111 ideally this is much more doable via automation software like Power Automate as its made for jobs like this  

[apathetichell]

Just saw this - I've done this - and can do it. Recommendations:

1) get your basic payload by creating a ticket and retrieving that ticket. turn it into a json text string (ie json in single quotes) - you'll need to jsonify some characters.

2) figure out what parameters you need.to change.

3) I'd recommend using PAT not OAUTH but follow your security standard.

4) run

The problems with the atlassian payloads are the magnitude of the fields -field structures are pretty straight forward. Note -> I do this in App Script (so same idea - but gsheet row and in Node vs Excel file row in Alteryx).

[Vinod28]

Hi @max1111 

I hope you're doing well. Yes, you can use Alteryx to automate JIRA issue creation from an Excel file. Below is a step-by-step overview of how to structure the workflow.

1. Read Excel Input
Use the Input Data tool to load your Excel file. Each row should represent one JIRA issue, with fields like Summary, Issue Type, Assignee, etc.

2. Construct the JSON Payload
Add a Formula Tool to create a JSON string for each row. Here’s a sample structure:

{
"fields": {
"project": { "key": "ABC" },
"summary": "[Summary]",
"issuetype": { "name": "[IssueType]" },
"assignee": { "name": "[Assignee]" }
}
}

Replace [Summary], [IssueType], and [Assignee] with the actual field references from your dataset.
If you're using custom fields, they must be referenced by their internal field IDs, such as "customfield_10021": "[Value]"

3. Set Up Authentication
JIRA Cloud uses Basic Authentication with your email and an API token.

First, generate a token at https://id.atlassian.com/manage/api-tokens
Then, combine your email and token as email: token
Base64 encode that string and use it to create the following headers: Authorisation: Basic <encoded_value>
Content-Type: application/json

In Alteryx, use a Text Input Tool to define these headers and join them with your data stream before the Download Tool.

4. Send the POST Request
Use the Download Tool with the following configuration:
URL: https://your-domain.atlassian.net/rest/api/2/issue
Method: POST
Request Body: the JSON string you built
Headers: as described above

5. Handle the Response
Use the JSON Parse Tool after the Download Tool to extract information from the API response. Look for:
key — the ID of the created issue
errorMessages — helpful for debugging if an issue fails to create

Additional Notes
It’s a good idea to test one record in Postman to confirm your payload structure.
Custom fields must match the expected format and ID; you can find those using the createmeta endpoint.t
If you plan to process multiple issues, consider wrapping this flow in a Batch Macro to handle rows iteratively