Confluence Integration

How to link Confluence pages — and Jira projects, boards and plain URLs — to Leads, Deals, Contacts and Companies in Mria CRM for Jira.

The Confluence Integration in Mria CRM lets you connect your CRM data — Leads, Deals, Contacts, and Companies — with Confluence content. Your team can now keep important documentation and CRM records connected in one workflow.

You can link and manage Confluence content directly inside Mria CRM.

To use Confluence content linking, your Jira administrator must first connect Mria CRM to your Confluence site.

Users with Jira administrator permissions can set up the connection:

• In Jira, go to Apps → Manage your apps, or open Connected apps directly in Atlassian Administration.

• Select Mria CRM: CRM for Jira Teams.

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3. Open the Manage connections section

4. Click Connect next to Confluence

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5. Review the permissions and confirm

Once connected, CRM users will gain the ability to search, view, and link permitted Confluence content directly from CRM records.

Confluence content is attached in the Linked items section of any CRM record. Open the Confluence tab there and click + Link item.

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+ Link item opens a search dialog. Narrow it with the Filter by space dropdown, or paste a Confluence link straight into the search box.

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Pick the page you want and click Link — the button stays disabled until something is selected. Only pages you have permission to see appear in the results, exactly as in Confluence itself.

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• Confluence — Confluence pages, by search or pasted link.

• Spaces — note that this tab links a Jira project (a “space” in the new Jira navigation), not a Confluence space.

• Boards — Jira boards.

The integration strictly follows Jira/Confluence permissions:

• If a user can access a page in Confluence → they can see and link it in CRM.

• If a user cannot access a page → they won’t see it at all in CRM search or results.

• To add a link that should appear for everyone, even when the content itself is restricted, use the Web links tab instead.

If you need to attach a link that should be visible to everyone, even when the page itself is restricted, use the Web links tab instead.

Open Linked items → Web links → + Link item, enter the URL (required) and optionally some Link text to describe it.

This stores the address as given — nothing is loaded from Confluence and no permission check is applied, so the link shows for every user who can see the record.

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Linked pages are listed in the Confluence tab of Linked items, and the tab carries a count so you can see at a glance whether a record has any.

Users can:

• Click an entry to open the page in Confluence.

• Remove a link with the × at the end of its row.

• Add more with + Link item.

The other tabs behave the same way, so Jira issues, Jira projects, boards, web links and Confluence pages are all managed in one place.

Each tab is paginated, with an items-per-page control once there is more than one page, and there is no cap on how many pages a record can hold — see Jira Integration.

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You can attach Confluence content to:

• Leads

• Deals

• Contacts

• Companies

• Products

Each of them has its own Linked items section, so documentation stays reachable from the record it belongs to. On a Product the section sits below the linked Deals, Leads, Companies and Contacts counts.

Check the More overflow first — this is almost always the answer.

If Confluence is not under More either, work through these in order:

1. Is the connection set up? The Confluence tab only does anything once a Jira admin has connected Mria CRM to Confluence — see Setting Up the Confluence Connection above.

2. Are you looking at an entity that has it? Leads, Deals, Contacts, Companies and Products all have Linked items.

3. Is the app current? Only if none of the above applies. Open Apps → Manage your apps in Jira, or Connected apps in Atlassian Administration, select Mria CRM: CRM for Jira Teams, and click Update if an update is offered.

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