Configure Integrations

Want to set up integrations within Onwardly? This article will show you how to configure the way Onwardly integrates with other applications.

In this article:

• Atlassian JIRA integration
• Slack integration
• Microsoft Teams integration

Atlassian JIRA integration

Use the JIRA integration to link tasks in Onwardly with issues in JIRA and unlock further productivity with the power of both systems working together. To set up the integration:

1. Login to Onwardly.
2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.
   
   
   
   
3. On the profile page, select the Your organisation tab. This will take you to your organisation page. 
   
   
   
   
4. On your organisation page, click Manage your integrations located under Integrations. This will take you to the Integrations page.
   
   
   
   
5. To configure the integration, select Enable under the Atlassian JIRA option.
   
   
   
   
6. Click on Begin to start the Atlassian JIRA integration. This will redirect you to the log-in page of Atlassian JIRA.
   
   
   
   
7. On the Atlassian JIRA page, Log in to your Atlassian JIRA account through your usual form of authentication.
   
   
   
   
8. You will then be prompted with a request for Onwardly requesting access to your Atlassian JIRA account, click Accept to approve and authorize access. This will take you to the Configure JIRA integration page on Onwardly.
   
   
   
   
9. Enter the details to configure the site and project Onwardly will integrate with. These include:
   1. Atlassian site
   2. JIRA project 
   3. JIRA issue type
10. Click on Save to update and enable Atlassian JIRA integration with Onwardly.
    
    
    
    
11. Atlassian JIRA integration can be disabled anytime by clicking Disable under Atlassian JIRA on the integrations page.

Slack integration

Use the Slack integration to receive reminders and reports from Onwardly inside your Slack workspace. To set up the integration:

1. Login to Onwardly.
2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.
   
   
   
   
3. On the profile page, select the Your organisation tab. This will take you to your organisation page. 
   
   
   
   
4. On your account page, click Manage your integrations located under Integrations. This will take you to the Integrations page.
   
   
   
   
5. To configure the integration, select Enable under the Slack option.
   
   
6. Click on Begin to start the Slack integration. This will redirect you to the Slack page.
   
   
   
   
7. You will then be prompted to allow Onwardly to have permission to access your Slack workspace. Select the workspace you would like to integrate located in the drop-down in the top right, then click Allow to approve and authorize access. This will take you to the Configure Slack integration page on Onwardly.
   
   
   
   
8. Enter the details to configure the Slack channel Onwardly will integrate with. These include:
   1. Slack channel
9. Click on Save to enable Slack integration with Onwardly.
   
   
   
   
10. Add the Onwardly bot into Slack by following the steps provided in Onwardly. Click I've added it once it has been added into the Slack channel. This will take you to the Test the Slack integration page.
    
    
    
    
11. On the Test the Slack integration page, click Send a test message to ensure your Slack integration has been set up successfully. Click on Finish to complete the Slack integration setup.
    
    
    
    
12. Click on Finish to enable the Slack integration setup.
    
    
    
    
13. Slack integration can be disabled anytime by clicking Disable under Slack on the integrations page.

Microsoft Teams integration

Use the Teams integration to receive reminders and reports from Onwardly inside your Teams instance. To set up the integration:

1. Login to Onwardly.
2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.
   
   
   
   
3. On the profile page, select the Your organisation tab. This will take you to your organisation page. 
   
   
   
   
4. On your account page, click Manage your integrations located under Integrations. This will take you to the Integrations page.
   
   
   
   
5. To configure the integration, select Enable under the Microsoft Teams option.
   
   
6. Click on Begin to start the Teams integration. This will redirect you to Microsoft.
   
   
   
   
7. You will then be prompted to log into your Microsoft Office 365 account (if you aren't already logged in) and allow Onwardly to install the Teams integration. 
   
   
8. Enter the details to configure the Teams channel Onwardly will integrate with. These include:
   1. Team
   2. Channel
9. Click on Save to enable Teams integration with Onwardly.
   
   
   
   
10. On the next page, click Send a test message to ensure your Teams integration has been set up successfully. Click on Home to complete the integration setup.
    
    
    
    
11. The Teams integration can be disabled anytime by clicking Disable on the integrations page.