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Integration Management

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About

Visor allows you to pull data from other apps into a spreadsheet, make changes using a beautiful and intuitive interface, and have those changes sync back to your external data sources.

Setting up your integrations in Visor is as easy as 🍰 , and it just got easier thanks to our new Integration Management flow. You can now get your workbook up and running faster than ever before with a more streamlined connections wizard and an advanced custom fields picker.

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"I. Love. #Spreadsheets.... We no longer have to choose between the flexibility of working in a spreadsheet and the accuracy of working with real-time data from other apps, thanks to the powerful bidirectional integrations built by the team at Visor." - Rob Olson

Integrating with Visor

How to set up Integrations and get your data into Visor

After logging in, integrating with other apps is the first step to getting your data connected and visualized.

If you clicked out of the initial Jira onboarding wizard and don't have any apps integrated yet, go ahead and click on Integrations to start setting up a Connected App.

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1. Choose an App to Connect With

To create a new Connection, choose which app you'd like to connect with from the app picker:

In practice, a Connection is just the field that manages syncing with a given app.
In practice, a Connection is just the field that manages syncing with a given app.

Once you've chosen which app you'd like to integrate with, Visor will pull information from the app and prompt you to choose what Record Type you'd like to set up the Connection with.

2. Select a Record Type

In this example we selected HubSpot as our Connected App, so we have the option to choose what Record Type we want to pull into Visor. If you're connecting with Jira, skip to Adding Linked Records. The record type corresponds to the Connection Field that will manage pulling data in from your external app. Each connection has exactly one Connection Field, and this field acts as a primary key when pulling associated data into your Linked Records.

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Only the "Issue" type is supported for Jira Connections, so you'll be taken directly to Adding Linked Records instead.

3. Add Linked Records

Now that we have chosen a record type the next step in is to add Linked Records to your workbook. Linked Records are fields (columns) that are keyed off of the Connection Field, and allow you to make changes to your data that are pushed back to your integrated app when you sync.

Common Linked Records for Jira include Assignee, Due Date, and Status. Adding Start Date and End Date will make Gantt & Timeline views easier to configure.
Common Linked Records for Jira include Assignee, Due Date, and Status. Adding Start Date and End Date will make Gantt & Timeline views easier to configure.

Feel free to just click "Select All" to pull in all available fields from Jira, you can always hide or remove fields later.

After you're happy with your selection of fields, click Continue in the lower right to finish adding this Connection to your workbook.

4. Import Records

The Jira Integration supports importing records directly into your workbook. After selecting which Linked Records you'd like to use, you'll be prompted to filter out which issues you'd like to pull in. This is a two step process.

First choose which project you'd like to pull in issues from using the project picker window:

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Clicking on your project here will bring you to the final stage of the Jira importer, the Filter screen:

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Notice in the Step 2 text of this modal we're telling Visor we want to include all issue types, with all statuses, since the beginning of time. This might be a lot of issues!

In fact, it's very common to run into an error here for trying to import too many issues. To remedy this, you'll want to take advantage of the filtering Visor offers. To filter, simply click on the blue text links in the filter issues section:

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Once open, you'll be able to filter down your selection of issues to a more manageable size.

Keep track of the Issue Count Indicator in the bottom left corner! 500 is the current max that we allow.
Keep track of the Issue Count Indicator in the bottom left corner! 500 is the current max that we allow.

After filtering your issues, you'll be brought to a preview screen that displays which issues you're bringing in:

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And finally, you'll be asked if you want to maintain nesting from Jira or flatten the data in Visor:

If you have Epics, Issues, Subtasks, or even more hierarchical levels in your Jira setup, we recommend maintaining nesting.
If you have Epics, Issues, Subtasks, or even more hierarchical levels in your Jira setup, we recommend maintaining nesting.

5. Customize Your Table View

If you set up a Connection to HubSpot or Salesforce, you won't see any populated cells in your table yet. To get some data in, search in the cells of the Connected Field (whichever column you connected to the external data source) for data to pull in.

Viola! At this point (hopefully) you've imported some records into your workbook, and you can now move on to making it beautiful by setting up

or advancing your visualizations and planning with the
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Timeline View
.

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Try it Out

Term Definitions

Integration - The relationship between Visor and a Connected App that is authorized to sync

Connection - The field that manages syncing with another app

Linked Record - Columns that are linked to the Connection field and have associated data

Connected Field - Same as a Linked Record for all intents and purposes

FAQs

Why is 'Issue' the only supported record type for a Jira Connection?

Currently Issues are the most basic form of data we can pull from Jira. When talking about Issues we are also including the different types of Issues that exist (Epics, Stories, Tasks, Subtasks, etc.) that can be nested in Visor after you pull your data in.

We do have plans to support more types of Jira data (Releases, Initiatives, Custom Objects) on our Public Roadmap.

Why don't I see any data after Connecting to HubSpot or Salesforce?

We currently do not support importing for our HubSpot and Salesforce integrations, but this will be added in the near future! See our Public Roadmap for more.

For now, you can use the HubSpot and Salesforce integrations to pull in your data manually and work with it in a spreadsheet fashion, or you can take advantage of Visor's more powerful features and use your HubSpot / Salesforce data in tandem with your Jira data, by simply running through this tutorial twice (First pull in Jira Issues, then add HubSpot/Salesforce data).

Ready to try it in Visor?

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Written by Corey

Updated this week

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