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Project Mangement Tool Integration

Overview. Why. PM integration enables issue tracking, delivery metrics, planning accuracy, and investment profiles. Supported tools. Jira Cloud. Jira Data Center / Server (Self-Hosted). Azure Boards.…

heather.hazell
Updated by heather.hazell

Overview

Why

PM integration enables issue tracking, delivery metrics, planning accuracy, and investment profiles.

Supported tools

  • Jira Cloud
  • Jira Data Center / Server (Self-Hosted)
  • Azure Boards
  • Shortcut

Prerequisites (by tool)

  • LinearB: Company Admin
  • Jira Cloud: Jira Admin with required OAuth scopes
  • Jira Data Center / Server: Jira Admin with access to Application Links
  • Azure Boards: Org Owner or Project Collection Admin
  • Shortcut: Admin

Steps (High-Level)

  1. In LinearB, navigate to Company Settings → Project Management.
  2. Click Connect next to your project management tool and follow the on-screen authentication steps to grant LinearB access.

What PM tool are you using?

Jira Integration

Required Jira Cloud OAuth scopes
When configuring the Jira Cloud app, ensure the following scopes are granted:
  • read:jira-user
  • read:jira-work
  • read:project:jira
  • read:board-scope:jira-software
  • read:issue-details:jira
  • read:me
  • read:account
  • offline_access
  • read:sprint:jira-software
  • read:board-scope.admin:jira-software
  • read:jql:jira
Connect Jira Cloud (OAuth)

What you’ll need: Jira Admin access

Recommended setup: Use a dedicated service account with Jira admin permissions to connect LinearB. This helps prevent future connection issues if the person who sets up the integration later leaves the company or has their access changed.
1. Start the Jira connection from LinearB
  1. In LinearB, go to Company Settings → Project Management.
  2. Click Connect next to Jira.
  3. Enter your Jira Cloud URL (for example, https://company.atlassian.net) and test the connection.
  4. Confirm the URL validation succeeds.
2. Create an OAuth application in Jira
  1. After your Jira URL is validated, click Connect to initiate the OAuth setup.
  2. LinearB will open Jira in a new browser tab (disable pop-up blockers if necessary).
  3. In Jira, click Create new link to establish the LinearB application.
  4. Select Generic Application as the Application Type.
  5. Check the Create incoming link option before proceeding.
  6. Click Continue to configure the application URL.
    You can safely ignore any message such as “no response was received from the URL” and continue.
  7. Copy and paste the required values between LinearB and Jira:
    • Copy the credentials shown in Step 2 in LinearB and paste them into the corresponding fields in Jira.
    • After continuing, copy the credentials from Step 3 in LinearB into the Jira authentication fields.
  8. Click Continue in Jira, then click Allow access in LinearB.

Once completed, LinearB will begin syncing Jira data. The initial backfill can take up to 2 hours.

Troubleshooting (Cloud)

  • Disable browser pop-up blockers if the OAuth window does not appear.
  • Ensure your Jira admin account is the one approving the integration.
Connect Jira Data Center / Server to LinearB

What you’ll need: Jira Admin access

  1. In LinearB, go to Company Settings → Project Management.
  2. Enter your Jira base URL.
  3. Create an Application Link in Jira pointing to:
    https://app.linearb.io
  4. When prompted:
    • Application Type: Generic Application
    • Application Name: any descriptive label
  5. Ignore any “no response received” warnings and continue.
  6. Copy the Consumer Key / Public Key from LinearB into the Jira Application Link form.
  7. Authorize the app and return to LinearB.
  8. Select which Jira projects and boards LinearB should sync.

Troubleshooting (Data Center)

  • Connection fails: confirm the Application Link URL is exactly https://app.linearb.io.
  • Firewall issues: allow outbound traffic to 18.118.232.229.
  • Authentication fails: ensure you pasted the Consumer Key and Public Key correctly.

Azure Boards Integration

Recommended setup: Use a dedicated service account with Jira admin permissions to connect LinearB. This helps prevent future connection issues if the person who sets up the integration later leaves the company or has their access changed.
Azure Boards Setup
  1. In Azure, create a Personal Access Token (PAT) with:
    • Work Items (Read)
    • Analytics (Read)
    • Projects & Teams (Read)
  2. In LinearB, navigate to Company Settings → Project Management.
  3. Click Connect next to Azure Boards and follow the prompts.
  4. Paste the token into LinearB and click Connect.
  5. Select projects to follow (checkbox list of projects).

Shortcut Integration

  1. In Shortcut, create a new API token.
  2. In LinearB, navigate to Company Settings → Project Management.
  3. Click Connect next to Shortcut and follow the prompts.
  4. Select workflows to sync.

PMT Integration Sync Timing

  • First Load: ~2–3 hours, backfill period: 3 months
  • Maintenance Sync: every 1 hour, backfill period: 1 week

How did we do?

Integration Guide - GitLab (Cloud + Self-Managed)

Contact