Logos for NetSuite and Jira, representing a walkthrough for a NetSuite-Jira integration powered by Unito.
How to Sync NetSuite and Jira With Two-Way Updates
Logos for NetSuite and Jira, representing a walkthrough for a NetSuite-Jira integration powered by Unito.

How to Sync NetSuite and Jira With Two-Way Updates

In this guide, you’ll find everything you need to know how to set up an integration that syncs NetSutie records with Jira issues through an automated two-way flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either.

More of a visual learner? Check out this video demo for a very similar integration.

By the end of this guide, your NetSuite-Jira integration will:

  • Create new NetSuite records based on Jira issues.
  • Create new Jira issues synced with NetSuite records.
  • Update fields in real-time with a two-way sync when you work in either tool.

In this guide:

Before you start

Connecting NetSuite to Unito for the first time

You’ll need a NetSuite admin account and the following information:

  • NetSuite Application ID
  • OAuth Client ID
  • OAuth Client Secret

You’ll find a full guide to getting this information here.

Setting up Jira

If you’re connecting Jira to Unito via OAuth 2.0, then simply follow the on-screen instructions when adding your account for the first time:

Unito OAuth screen for connecting Jira with 3 options: OAuth 2, an API token or OAuth 1.0

If you’re not using OAuth 2.0 to connect your Jira Cloud workspace to Unito, you’ll need to do the following:

  1. Set your Jira contact email visibility to anyone in your Jira profile page.
  2. Set up an application link in Jira to sync your issues to NetSuite.

If you’re connecting an on-premise Jira Server instance to Unito, you’ll need to follow this guide. You can also use ngrok to connect Jira Server to Unito.

Step 1: Connect NetSuite and Jira to Unito

  1. Sign up for Unito.
  2. Click +Create Flow in the Unito app.
  3. Click Start Here to connect NetSuite and Jira.
  4. Click +Choose account for each tool and complete the authorization process.
  5. Click Confirm.
A screenshot of the tool connection screen in Unito, with NetSuite and Jira connected.

Connecting tools to Unito for the first time? Here’s an in-depth guide.

Step 2: Choose flow direction for records and issues

With flow direction, you decide where Unito automatically creates work items to match those you create manually. You have three options:

  • 2-way: Both NetSuite records and Jira issues are automatically created by your Unito flow to match items you create manually in each tool.
  • 1-way from NetSuite to Jira: Jira issues will be automatically created by Unito to match NetSuite records you create manually. Unito won’t create new NetSuite records.
  • 1-way from Jira to NetSuite: NetSuite records will be automatically created by Unito to match Jira issues you create manually. Unito won’t create new Jira issues.
A screenshot of the flow direction screen in Unito with NetSuite and Jira connected.

Want to know more about flow direction? Check out this guide.

Step 3: Build rules to sync specific work items

Unito rules can do two things:

  1. Filter out work items you don’t want synced. For example, you could create a rule that only syncs NetSuite records opened after a certain date.
  2. Automate certain actions. For example, you could create a rule that automatically assigns new Jira issues to a certain person on your team.

To start building your rule, click Add new rule, then choose a trigger and action.

A screenshot of the rules screen in Unito with NetSuite and Jira connected.

Want to learn more about rules? Check out this guide.

Step 4: Map fields between NetSuite and Jira

When you map fields, you pair fields in NetSuite with fields in Jira so data goes exactly where it needs to. Unito can usually map most fields automatically, whether they’re exactly the same (Owner→Owner) or just compatible (URL→Text). You can also choose to map fields manually to fully customize your flow.

A screenshot of Unito's mapping screen, asking the user if they want to map fields automatically or manually.

Here’s what you’ll see when Unito maps your fields automatically.

A screenshot of the field mapping screen in Unito, with NetSuite and Jira connected.

You can add a field mapping by clicking +Add mapping, then Select a field. When you choose the field you want to map in one tool, Unito will automatically recommend compatible fields in a dropdown under the other tool.

Some fields have a cog icon. They can be customized further once they’re mapped. For example, a Status field can be customized so its options match those in another field.

A screenshot of the field mapping screen in Unito, with a submapping for an Issue Status field open.

Step 5: Launch your NetSuite-Jira integration

That’s it! You’re ready to launch your flow. Unito will automatically keep NetSuite records and Jira issues in sync. This will allow your teams to collaborate more effectively without copying and pasting data or constantly switching tools.

Ready to optimize your workflow?

Meet with our team to see what Unito can do for your workflows.

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What’s next?

Need to integrate NetSuite or Jira with other tools in your stack? Check out our other guides:

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