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Enterprise Integrations & API

Resource Management for Jira is designed to eliminate data silos. Instead of manual entry, large organizations can treat the app as a destination for their corporate "source of truth" using a secured REST API.

The Integration Philosophy: Inbound-Only Sync​

To maintain maximum security and compliance, the app operates on an inbound-only synchronization model. The app does not reach out to your Active Directory or HRMS; instead, your secure internal pipelines push data to the app.

This architecture ensures that:

  • No outbound credentials are stored within the Forge app.
  • Firewall rules remain strict; data only flows from your trusted environment into Jira.
  • Full Auditability: Every sync event is logged, showing exactly what was changed and by which system.

The Data Pipeline Flow​

Integration follows a simple three-step lifecycle:

1. Source to Export​

Your internal scripts (Python, Node.js, PowerShell) query your source systems:

  • Identity: Azure AD, Microsoft Entra ID, Okta.
  • Structure: HRMS (Workday, SAP SuccessFactors).
  • Availability: Outlook/Exchange calendars.

The script generates a JSON snapshot of the desired state. To ensure stability, the app supports Idempotent Upserts using an externalId. By providing a unique ID from your source system, you can update existing records without creating duplicates, even if the internal Jira ID changes.

2. Validate (Dry-Run)​

Before applying changes to production, the payload is sent to the endpoint with the mode set to validate.

  • The app checks for orphans, circular dependencies, or invalid Jira account resolutions.
  • It provides a "diff" report showing exactly which teams will be created, updated, or archived.
  • No data is persisted during this phase.

3. Apply​

Once validated, the payload is sent with the mode set to apply. The app atomically updates the organization structure, refreshes manager scopes, and updates effective rates.

Key Integration Capabilities​

  • Automated Org Chart: Sync the entire RBS (Resource Breakdown Structure) hierarchy in one call.
  • Dynamic Rate Management: Update standard, overtime, and weekend rates based on HR pay grades.
  • Calendar & Availability Sync: Import corporate holidays, base calendars, and individual availability periods (including a comprehensive "availability-sync" feed for leave and exceptions).
  • Resource Profile Overrides: Sync calendar assignments (overrides) to ensure resources are mapped to the correct regional calendar based on their current location or assignment.
  • Snapshot Semantics: Each sync can be a full replacement or a partial update, ensuring retired teams are archived automatically.

Technical Reference​

Detailed API specifications, authentication headers, and payload examples can be found in the API Documentation.