Overview
If you are developing for Atlassian Marketplace it has a very good Vendor Management portal with an Open API to pull data from. This portal might be a better source of data for your Accounts in journy.io as opposed to your CRM or could journy.io might be a way for you to get proper CRM as a result of tight integration.
Let’s try to work it out!
Pre-requites
If you have engineering team in place and they are available:) you can task them with pulling data from Atlassian Marketplace API on sequence and using journy.io API to connect.
The reality is engineering teams are rarely available and/or you might want to POC it before make a commitment to assign you engineering team on it so you develop something you would need to maintain and evolve in the future.
Therefore we will be using No-code solution like Make.com in this guide plus share some ready to use blueprints. But you can do it with any other platform you are proficient in.
We will be also using message bus like Segment.com, just because Make.com has a good integration with Segment plus journy.io are fully compatible with it. This will also give you long term possibility to change journy.io with another tool and/or send same data elsewhere.
Configuring Segment Source
Login to you Segmen account and click Sources > Add source
Type API in search and select HTTP API source to add
Click Add source
Put some good name and click click Add source
That’s it - now you have where to upload data with make.com
Configuring Segment Destination
Let’s connect now this Segment source with journy.io.
Logging to your journy.io account and click on Connections > Add connection
Select Segment
Segment connection will open up. Select on Source tab and click on Api key to copy it
Go to Segment and choose Destinations > Add destination.
Search for journy and select it
Select your Source and click Next
Put some good name and select Create Destination
Click on Api Key
And copy the key from journy.io that should be still in your Clipboard. Otherwise switch to journy.io and copy it again
Good - now you have Segment fully configured to receive data from No-code tool mike make.com and push into journy.io
Let’s now play with make.com
Make.com blueprint
Login to your make.com account.
Click Scenarios > Create new scenarios
Select More > Import Blueprint
Import the Blueprint Attached.
Your Atlassian vendor data
Click on Atlassian Marketplace Access Properties and specify your Vendor ID
Your Atlassian authorization token
Navigate to https://id.atlassian.com/manage-profile/security/api-tokens
Click Create API token
Copy your access token
Navigate to https://www.blitter.se/utils/basic-authentication-header-generator/
Put your email (the same you used to generate token) as username
and token as password to Generate Header
Copy Authorization Header generated. Should be “Basic ….“
Get back to Make.com and insert it into Atlassian Marketplace Access Properties
Almost there!
Your Segment write key
Go to your Segment account and select you Source
Copy your Write Key
Go back to make.com and open Segment Access Properties and paste it there
You are there!
Making it work
You did all the work to start pulling your data from Atlassian Marketplace and pushing it to journy.io. We suggest to start with 1-2 test Licences/Accounts before upload in bulk and making it business as usual.
Test account
Before go all-in with integration you might want to test it out with 1-2 test account/licences. Go to your Atlassian Marketplace Vendor Portal and get 1-2 Entitlement Numbers for test licences you want to process
Go to Make.com and click on Atlassian Marketplace Access Properties
Put test Entitlement Number into respective property and assure that AppKey and LastUpdated are empty
Click Run once
If all good you will see all labels green
Also by clicking on execution counters you can trace end to end execution on all the steps.
Let’s go to Segment, select our Source and click Debugger tab to assure the message was sent
and finally let’s go to journy.io to check our Account created/updated
All active accounts
Once you tested it with 1-2 test licences you have 2 options:
Bring all active accounts and move into https://releasemanagement.atlassian.net/wiki/spaces/journy/pages/edit-v2/2774433793#Final-configuration-in-journy.io
or do https://releasemanagement.atlassian.net/wiki/spaces/journy/pages/edit-v2/2774433793#Final-configuration-in-journy.io and see how it works to for 1-2 accounts before uploading all active
Let’s bring all active licences to journy.io from Atlassian Marketplace.
Come back to your scenario in make.com (or any other No-code platform).
Click on Atlassian Marketplace Access Properties
Clear Entitlement Number
Specify your AddonKey (in case you want licences to a particular App)
Specify active in status field
Clear Last Updated if you have it
Click Run once
If all good you will see all labels green
Plus you can verify the amount of accounts/licences created.
Let’s go to Segment, select our Source and click Debugger tab to assure the message was sent
and finally let’s go to journy.io to check our Account created/updated
Now you have all your active accounts in journy.io
Make it business as usual
Information at Atlassian Marketplace is updated regularly and you want all the change replicated in journy.io to have up to date look at your clients. To make it happen we will configure an option to execute scenario on cadance and solicit only updates from Atlassian Marketplace.
Come back to your scenario in http://make.com (or any other No-code platform).
Click on Atlassian Marketplace Access Properties
Clear Entitlement Number
Specify your AddonKey (in case you want licences to a particular App)
Clear status
Specify Last Updated to make it yesterday for e.g. (if you want to run it daily)
{{formatDate(addDays(now; -1); "YYYY-MM-DD")}}
Click Run once and assure you get it in Segment and updated in journy.io
Now turn on scheduling and select a time of day you want to execute it.
Click Save.
You can check progress of execution anytime by clicking on History tab
Final configuration in journy.io
Check out a rich feature set of journy.io at Features.
Below we will show some quick gains that are also specific to Atlassian Marketplace Business.
Suggestion on Business Settings
Click on Settings > Business Settings and scroll to Account.
Select Website to pull client logo from
Select Maintenance End Date as renewal date
Shortlist Key Properties you want to see at overview tab (you still can see all of them at properties tab)
Setup Custom Links to access client Website, Licences and Transactions for client at Atlassian Marketplace
Suggestion on Stages Configuration
Click on Settings > Stages and select to Account.
Here’s the way we configured stages for ourselves …
Read more on how journy.io treat Stages and how you can define Stages at Stages.
Note that I crossed out Health score in our configuration of the stages - you might need it from Day 1. Check more on Custom Scores for future needs.
What’s Next?
What else you can pull from Atlassian Marketplace?
We have not pulled all from the below, but here’s more or less a full menu what you can get from Atlassian Marketplace in addition. Feel free to reach to us if you need support with it.
What? | Why? | How? |
---|---|---|
Technical, Billing and Reseller Contacts | You might want to propagate it to your CRM via journy.io as journy has very good integration with most popular CRMs and might power your switch from one CRM to another one | Two options:
|
Transactions History | You might want to see all the purchases for clients as events - New, Upgrades, Renewals, Refunds |
|
We might update this section if we here feedback from you to make step-by-step guides for the 2 above.
What are the next steps with journy.io?
You have done a lot but this is just the beginning of the journey to have the full potential of journy.io and full value out of it.
What? | Why? | How? |
---|---|---|
Segments | ||
In-App Analytics | ||
Scores and Health Profiles | ||
Playbooks | ||
Intercom in your App | ||
Proper CRM / change CRM | ||
Optimize toolset / costs |
Tip: Need help with your Connectors?
Reach out to our support team
https://releasemanagement.atlassian.net/servicedesk/customer/portal/14or book time to make it together
https://calendly.com/journy-io/meet-us?back=1&month=2024-04