How to Integrate Jira with Excel
How to Integrate Jira with Excel: step-by-step guide
Navigate to the top menu bar, then click 'Apps'.
Choose 'Explore More Apps' from the given options.
Following that, search for 'Microsoft Excel and then select 'Microsoft Excel+ For Jira' from the results.
Click 'Try It Free' at the top-right corner.
Subsequently, tap 'Start Free Trial' to proceed.
On the project's main dashboard, select and open the Issue you want to integrate with Excel.
After that, scroll down to the Embeds section and then choose 'Microsoft Excel'.
Tap 'File Picker' and then log into your Microsoft 365 online account.
Choose the specific Excel file you want to add to the selected Jira issue.
Finally, click 'Select' to finish and activate the integration of your Jira issue with Excel.
Quick answer: To connect Microsoft Excel and Jira, navigate to Apps, search for Microsoft Excel+ For Jira, and start a free trial. Open an issue on your project dashboard, go to the Embeds section, select Microsoft Excel, use the File Picker to log into your Microsoft 365 account, choose your file, and click Select to finish.
About this Jira tutorial
Integrate Excel files into your Jira issues easily. Connect Microsoft 365 and embed spreadsheets directly inside project issues. This guide shows how to integrate Jira with Excel in 10 steps, starting with "Navigate to the top menu bar, then click 'Apps'" and finishing with "Finally, click 'Select' to finish and activate the integration of your Jira issue with...". The interactive demo above is a click-through copy of the real Jira interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Jira with Excel?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Jira data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Jira and Excel. Related guides: How to Integrate Jira with GitHub, How to Integrate Jira with Gmail and How to Integrate Jira with Google Calendar. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
