Step 2
Your First Sync: From Jira to Spreadsheet in Seconds
Let's run your first sync and see the magic happen. This basic process is the foundation for all the advanced reporting you can do later.
Select Your Jira Site: If your organization uses multiple Jira instances, choose the correct one from the "Jira Site" dropdown
Choose Your Project: Start typing in the "Project" dropdown to search for and select the project you want to sync.
Filter by Date (Optional but Recommended): To speed up your sync, use the "Created Since" field. You can enter a specific date (e.g., 2026-01-01) or a relative timeframe (e.g., -30d for the last 30 days).
Click the "Sync Now" button at the bottom of the sidebar.
The add-on will fetch the data. A new sheet named "Latest Issue Data" will be created and populated with your Jira issues.
Pro-Tip: Find Your Fields Faster
You can check all the fields available in your Jira project by clicking the "Fetch Fields" button. This scans your project and gives you a complete, searchable list of every available field—including custom ones like "Story Points" or "Epic Link.