Overview

To allow your customers to link Atlassian products (Jira, Jira Service Management, and Confluence) with Merge, you will need to set up an Atlassian OAuth App and enter your applications credentials within the Dashboard.

Instructions

Step 1: Sign up for Atlassian

If you do not yet have an Atlassian account, create one at https://id.atlassian.com/signup

Step 2: Create an Atlassian app

1. Log in to your Atlassian Developer account and navigate to https://developer.atlassian.com/console.

2. Click Create, and select OAuth 2.0 integration

3. Name: This should be your application's name. When your users link their Atlassian product, they will see that "Name" is requesting to integrate with their specific Atlassian product.

Step 3: Configure your Atlassian app's settings

1. In the menu on the left hand side, click the Distribution tab

   1. Click Edit

   2. Set the Distribution Status setting to Sharing

   3. Under Vendor name, enter your company name

   4. Under Privacy policy, enter the URL to your company's privacy policy

   5. If you require Groups and Users for your use case, this next step is required.

      1. Set Personal Data Declaration to Yes

      2. Check I confirm I have implemented the Personal Data Reporting API. Merge's Jira, Jira Service Management, and Confluence integrations implement the Personal Data Reporting API.

         

2. Click the Permissions Tab

   

3. Enable access to Personal data reporting API

   1. In the Personal data reporting API row under the Action column, click Add button, then the Configure button.

   2. Click Edit Scopes

   3. Check the Personal data reporting API scope

   4. Click Save

      

4. Set scopes per application

   In the corresponding Application row (Jira API / Confluence API) click the Add button in the Action column, then the Configure button.

   Set the following scopes to enable access for all Merge Common Models. You may choose to remove scopes if not needed for your use case.

   	Confluence	Jira & Jira Service Management
   Classic scopes	read:confluence-space.summary read:confluence-content.summary search:confluence read:confluence-user read:confluence-groups readonly:content.attachment:confluence	read:jira-work manage:jira-project manage:jira-configuration read:jira-user write:jira-work manage:jira-webhook
   Granular scopes	read:space:confluence read:audit-log:confluence read:configuration:confluence

5. Click the Authorization Tab

   1. In the OAuth 2.0 (3LO) row under the Action column, click Add button, then select the Configure button.

   2. Enter https://ah.merge.dev/oauth/callback as the Callback URL

   3. Click Save

Step 4: Fetch your client ID and Secret

1. Under the Authentication details section

   1. Copy the Client ID by clicking the Copy icon button next to the value.

   2. Copy the Secret by clicking the Copy icon button next to the value.

Step 5: Populate your app's details within Merge

1. From the Agent Handler Connectors page, add your client ID and secret to the Jira connector by clicking the "+ Add connector" button.