1. DataSync Service Account

This is a dedicated Spira user that the sync engine uses to authenticate with Spira's API. It's needed regardless of whether you use the Cloud, On-premises, or Desktop datasync option.

Credential Details

  • Spira Login (username): A dedicated service account user in Spira (e.g., "DataSyncService")

  • Spira Password: The password for that service account

Where it’s entered

  • Cloud Spira DataSync: Inflectra Customer Area > My Cloud Subscriptions > Configure (the Spira DataSync row)

  • On-premises Windows Service: DataSyncService.exe.config XML file (Login & Password fields)

  • Desktop DataSync app: The app's UI (Username & Password fields), then click "Test"and click "Update" to apply the changes 

 

Required memberships for the DataSync Service Account

  • Must be an active user in Spira with login access

  • Must be explicitly added as a member of every Spira product you want to sync

  • Must have a Product Role with permissions to view, create, and modify all synced artifact types (Incidents, Requirements, Tasks, Releases, Documents)

  • Does NOT need to be a System Administrator

2. Inflectra Customer Area Login (Cloud DataSync Only)

Credential Details

  • Inflectra website login: Your organization's billing/technical admin account at inflectra.com

Required access

  • Must be an authorized billing or technical administrator for your Inflectra subscription

  • Used to add the Spira DataSync feature and configure it in "My Cloud Subscriptions"

  • This is NOT a Spira login — it's your inflectra.com Customer Area login

3. Spira System Administrator

Credential Details

  • Spira System Admin login: Any Spira user with the System Administrator role

Used for

  • Configuring the JiraDataSync plugin settings (System Administration > Integrations > Data Synchronization)

  • Setting up user mappings (Administration > Users > View Edit Users)

  • Activating the datasync per product and configuring all field mappings

Required memberships

  • Must have the System Administrator role in Spira (system-wide)

  • Should also be a member of the products being configured (to access product-level data mapping pages)

4. Jira Cloud Account

Credential Details

  • Jira Login: Atlassian email address (e.g., admin@yourcompany.com)

  • Jira API Key: An Atlassian API Token (generated at id.atlassian.com > Security > API tokens) — NOT a password

Where it’s entered

  • In Spira: the JiraDataSync plugin configuration page (Jira URL, Jira Login, Jira API Key fields)

  • In the Jira Configuration Helper desktop app (same URL + Login + API Key)

Required project memberships in Jira

  • The Jira account must have permissions to create and view issues and versions in the Jira project(s) being synced

  • Typically needs at least a project role equivalent to "Developer" or higher in each synced Jira project

  • Must be able to read all issue types, statuses, priorities, custom fields, and versions

5. Mapped Users

These aren't "configuration credentials" but they affect how data appears after sync.

Mode Details

  • Auto-map (recommended): Auto-map works by email address. The requirement is that the user has the same email address registered in both systems 

  • Manual mapping: For each Spira user, a Jira account ID or Jira user email address is entered in their Spira profile (Administration > Users > Edit > Membership and Mapping >Data Mapping tab)

Required memberships for mapped users

  • In Spira: Each mapped user should be a member of the synced product(s) so that artifact assignments display correctly

  • In Jira: Each mapped user should be a member of the synced Jira project(s) so assignments can be written back

Note: The datasync does NOT create users in either system. It only maps existing ones.


 

Account summary

 

# Account Type Needed For Key Membership Requirement(s)
 1DataSync Service Account (Spira user)Sync engine authenticates to SpiraMember of every synced product with create/modify permissions on all artifact types
 2Inflectra Customer Area admin (inflectra.com account)Adding & configuring Cloud datasyncAuthorized billing/tech admin on the subscription
 3 Spira System Admin (Spira user)Configuring the plugin, field mappings, user mappingsSystem Administrator role
4Jira account (Atlassian user)

Plugin connection to Jira

also used in Jira Configuration Helper app

Project-level permissions (required on each synced Jira project):

  • Browse Projects

  • Create Issues

  • Edit Issues

  • Transition Issues

  • Add Comments

  • Create Attachments

  • Link Issues

  • Manage Versions ⚠️ (not included in the default Developer role — needs explicit grant)

Global/site-level permissions:

  • Browse Users and Groups ⚠️ (needed for user mapping to work; missing this causes all assignments to fall back to the sync account)

5Mapped users (both sides) Spira and JiraCorrect attribution of who did whatMembers of the respective products/projects on both sides