---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Set up a Jira instance

# Setting up a Jira instance for SPW
Jira Integrations {#ariaid-title1}

* Release version: Yokohama
* 
* Updated December 5, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Establish a connection between Strategic Planning Workspace (SPW) and Jira using a Jira instance record.

Before connecting SPW and Jira, you need a Jira instance record and Jira connection alias in your ServiceNow instance.  
Based on the type of your Jira instance, perform the following steps:

* For Jira Cloud:
  1. [Create a child alias for the Jira Spoke alias](https://www.servicenow.com/docs/yHL2i4Xi9jsvE9SXM7kT6A "Create a child connection & credential alias that will be used to connect to Jira later, to enable integration between Strategic Planning and Jira.").
  2. Integrate your ServiceNow instance with your Jira account using OAuth. See [Option 1: Using OAuth authentication (Authorization Code grant type)](https://www.servicenow.com/docs/access?context=setup-jira-spk-opt2&version=yokohama&pubname=yokohama-integrate-applications&section=setup-jira-spk-oauth&ft:locale=en-US)  
     Note:  
     To create credential record and connection record in this task, use the child alias that you created earlier and not the parent Jira Spoke.
  3. 
  4. 
  5. [Create a Jira instance record in ServiceNow AI Platform](https://www.servicenow.com/docs/lB4TXefoygKDGfTPUSYbPw "Create a Jira instance record which is later used to connect Strategic Planning Workspace and Jira.").
  {#setting-up-jira-instance-spw__ol_fqw_bfk_4hc}
* For Jira Server or Data center:
  1. [Create a child alias for the Jira Spoke alias](https://www.servicenow.com/docs/yHL2i4Xi9jsvE9SXM7kT6A "Create a child connection & credential alias that will be used to connect to Jira later, to enable integration between Strategic Planning and Jira.").
  2. Set up a MID server. See [Tips to set up your MID Server](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0535145).
  3. [Create Personal Access Token (PAT) in Jira](https://www.servicenow.com/docs/3Z7C9SK1BCFReHeuEoy39Q "Create a Personal Access Token (PAT) for your Jira Server/Data Center instance, which is later used to create a connection between Strategic Planning and Jira.").
  4. [Using the PAT, set up connection \& credentials for the child alias](https://www.servicenow.com/docs/p6vSn8ZF6fMRF6OKkYJ_ow "Using your Jira instance details, create a connection and credential for the child alias. This alias is used to enable the two-way sync of work item updates between Strategic Planning Workspace and Jira.").
  5. [Create a Jira instance record in ServiceNow AI Platform](https://www.servicenow.com/docs/lB4TXefoygKDGfTPUSYbPw "Create a Jira instance record which is later used to connect Strategic Planning Workspace and Jira.").
  {#setting-up-jira-instance-spw__ol_f1l_23k_4hc}
{#setting-up-jira-instance-spw__ul_qvk_1fk_4hc}

After successfully setting up the Jira instance record, proceed to connect Strategic Planning Workspace and Jira. For more information, see [Connect SPW to Jira](https://www.servicenow.com/docs/AqnlUnoRjKL6~vKO1nsNpA "Connect Strategic Planning Workspace to Jira to enable the integration between the applications.").
* **[Create a child alias for Jira Spoke alias for SPW Jira Integrations](https://www.servicenow.com/docs/yHL2i4Xi9jsvE9SXM7kT6A)**   
  Create a child connection \& credential alias that will be used to connect to Jira later, to enable integration between Strategic Planning and Jira.
* **[Create Personal Access Token in Jira for SPW Jira Integrations](https://www.servicenow.com/docs/3Z7C9SK1BCFReHeuEoy39Q)**   
  Create a Personal Access Token (PAT) for your Jira Server/Data Center instance, which is later used to create a connection between Strategic Planning and Jira.
* **[Create connection and credentials for SPW Jira Integrations](https://www.servicenow.com/docs/p6vSn8ZF6fMRF6OKkYJ_ow)**   
  Using your Jira instance details, create a connection and credential for the child alias. This alias is used to enable the two-way sync of work item updates between Strategic Planning Workspace and Jira.
* **[Create Jira instance for SPW Jira Integrations](https://www.servicenow.com/docs/lB4TXefoygKDGfTPUSYbPw)**   
  Create a Jira instance record which is later used to connect Strategic Planning Workspace and Jira.