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Project Mangement Systems Integration - Start Here

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

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 Server (Self-Hosted)
  • Azure Boards
  • Shortcut

Prerequisites (by tool)

  • LinearB: Company Admin
  • Jira Cloud: Jira Admin with required OAuth scopes
  • Jira 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

Jira Cloud

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.

Full guide is available for your reference, here.

 


Jira Server

Connect Jira Server to LinearB

What you’ll need: Jira Admin access

Steps

  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.

     

Optional: Configure rate limiting (if enabled on your server)

If rate limiting is enabled on your Jira Server, LinearB recommends the following minimum settings:

  • Requests per user: 120 requests per minute
  • Maximum concurrent requests: 120

These settings help prevent throttling and ensure uninterrupted data synchronization.

 

Troubleshooting (On Prem)

  • Connection fails: confirm the Application Link URL is exactly https://app.linearb.io.
  • Ensure your firewall allows communication with LinearB:
    • Inbound: 18.118.232.229, 52.15.80.85
    • Outbound: 35.226.140.92
  • Authentication fails: ensure you paste the Consumer Key and Public Key correctly.

Full guide is available for your reference, here.

 

Azure Boards Integration

Recommended setup: Use a dedicated service account with Azure 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).
Full guide is available for your reference, here.

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.
Full guide is available for your reference, here.

PMT Integration Sync Timing

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

Re-Authorize your Project Management Tool 

If you are receiving a alert box Screenshot 2026-01-21 at 9.24.50 AM.png pop in the UI stating that your data is out of sync or that your PM tool has been disconnected, this is likely due to a permissions issue (eg. PAT user is now inactive with your company) or token expiration. 

Please navigate to Company Settings → Project Management where you will be prompted with instructions to re-authorize.

How did we do?

Integrating Shortcut into LinearB

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