Integration Problems

Symptoms:
├── "Authentication failed with Jira" error
├── Integration status shows red
├── Can't access Jira data in Impulsum
├── Manual sync fails with auth error
└── Recent Jira changes not appearing

Quick Fix:
├── Go to Settings > Integrations > Jira
├── Click "Reconnect" button
├── Complete OAuth flow in new window
├── Verify connection shows green
└── Test with manual sync

Symptoms:
├── "Jira instance not found" error
├── Can access Jira normally in browser
├── Integration setup fails during connection
├── OAuth flow redirects to wrong URL
└── Projects don't appear in Impulsum

Troubleshooting:
├── Verify Jira URL format: yourcompany.atlassian.net
├── Ensure using Jira Cloud (not Server/DC)
├── Check if Jira instance was migrated recently
├── Verify you have access to the correct instance
├── Try connecting from incognito/private browser
├── Clear browser cache and cookies
├── Contact Jira admin to verify instance details
└── Check if company uses multiple Jira instances

Symptoms:
├── "Cannot reach Jira instance" error
├── Connection timeouts during setup
├── Intermittent sync failures
├── Works from home but not office
└── Webhooks not being delivered

Corporate Network Troubleshooting:
├── Check if you can access Jira normally in browser
├── Test from different network (mobile hotspot)
├── Contact IT about firewall rules for:
│   ├── *.atlassian.net (Jira Cloud)
│   ├── *.impulsum.com (Impulsum services)
│   └── Webhook endpoints (for real-time sync)
├── Check if VPN is required for Jira access
├── Verify proxy settings don't block API calls
├── Test during different times (network congestion)
└── Request IT to whitelist Impulsum IP ranges

Symptoms:
├── "SSL certificate error" messages
├── "Secure connection failed" errors
├── Connection works sometimes, fails others
├── Different behavior across browsers
└── Recent changes to corporate security

Solutions:
├── Update browser to latest version
├── Clear browser SSL cache
├── Try different browser or incognito mode
├── Check corporate certificate policies
├── Contact IT about SSL inspection/filtering
├── Verify system date/time is correct
├── Test from different device/network
└── Check if corporate proxy modifies SSL certificates

Required Permissions:
├── Browse Projects: View project list and basic info
├── View Issues: Access issue details and data
├── Browse Users: Access team member information
├── View Development Tools: Access commit/PR data (if used)
└── Project-specific access: Access to projects you manage

Permission Troubleshooting:
├── Test: Can you see all projects in Jira web interface?
├── Test: Can you view issues in projects you want to sync?
├── Test: Can you see team member profiles and assignments?
├── Check: Are you member of relevant project roles?
├── Verify: Do you have access to custom fields being synced?
├── Contact: Jira administrator for permission review
└── Document: Which projects you need access to and why

Symptoms:
├── "Access denied to project XYZ" error
├── Some projects visible, others missing
├── Can see project but not issues
├── Custom fields not syncing for some projects
└── Team members missing from some projects

Solutions:
├── Verify project permissions in Jira
├── Check project role assignments
├── Confirm project security scheme settings
├── Test access with different user account
├── Request access from project administrator
├── Check if projects are archived or restricted
├── Verify custom field context and permissions
└── Test with Jira admin account if available

Features Requiring Jira Admin:
├── Webhook setup and configuration
├── System-level integration settings
├── Global custom field access
├── User management and provisioning
├── System audit logs and monitoring
├── Advanced security settings
└── Cross-project reporting and analytics

Non-Admin Limitations:
├── Can only sync projects you have access to
├── Cannot set up system-wide webhooks
├── Limited access to user management data
├── Cannot access system configuration
├── May miss some cross-project relationships
├── Limited access to audit and compliance data
└── Cannot configure global custom fields

Workarounds:
├── Work with Jira admin for initial setup
├── Use project-level webhooks where possible
├── Focus on projects within your scope
├── Document limitations for stakeholders
├── Request admin access if business justification exists
├── Use manual sync more frequently
└── Coordinate with admin for system changes

Common Data Issues:
├── Recent issues not appearing in Impulsum
├── Custom fields showing as empty
├── Team member assignments missing
├── Sprint information not syncing
├── Historical data incomplete
├── Comments and attachments missing
├── Workflow status not updating
└── Time tracking data absent

Data Sync Troubleshooting:
├── Check last sync time (should be < 4 hours)
├── Verify custom field mapping in Settings
├── Test manual sync and wait 5 minutes
├── Check if data exists in Jira web interface
├── Verify permissions for missing data
├── Check if fields are in correct context
├── Test with different project or issue
└── Compare data across different time periods

Custom Field Setup:
├── Go to Settings > Integrations > Jira > Field Mapping
├── Click "Detect Fields" to scan for new fields
├── Map important business fields:
│   ├── Story Points (if using custom field)
│   ├── Business Value or Priority scores
│   ├── Customer or Stakeholder fields
│   ├── Technical complexity ratings
│   ├── Risk or compliance fields
│   └── Any fields used in reporting
├── Test mapping with known field values
├── Verify field context and project scope
└── Document field mapping decisions

Field Mapping Troubleshooting:
├── Field not appearing: Check field context and permissions
├── Field empty in Impulsum: Verify field has values in Jira
├── Field wrong type: Check data type mapping
├── Field not updating: Check field edit permissions
├── Field inconsistent: Check field configuration across projects
├── Field missing history: Check if field tracks history
└── Field access denied: Check field security settings

Data Quality Checks:
├── Compare issue counts between Jira and Impulsum
├── Verify team member assignments match
├── Check sprint and epic relationships
├── Validate status and workflow mappings
├── Confirm date and time accuracy
├── Check custom field values and formatting
├── Verify link and dependency relationships
└── Test data consistency across projects

Data Cleanup Recommendations:
├── Standardize naming conventions across projects
├── Clean up old or duplicate issues
├── Update team member assignments
├── Resolve orphaned or unassigned issues
├── Standardize custom field usage
├── Clean up old sprints and versions
├── Update project and component structures
└── Document data standards for team

Performance Considerations:
├── Initial sync of 1000+ issues: 10-30 minutes
├── Incremental syncs: Usually < 5 minutes
├── Custom field heavy projects: Longer sync times
├── Historical data: May require multiple sync cycles
├── Cross-project links: Additional processing time
├── Large attachments: May slow sync process
└── Complex workflows: Additional processing overhead

Optimization Strategies:
├── Sync during off-peak hours for large datasets
├── Focus on active projects first
├── Archive old/completed projects before sync
├── Limit custom field mapping to essential fields
├── Use project-specific sync where possible
├── Monitor sync progress in Settings
├── Contact support for very large datasets (>10K issues)
└── Consider data retention policies

Prerequisites:
├── Jira administrator access required
├── System webhook permissions
├── Network access to Impulsum webhook endpoints
├── Understanding of Jira webhook configuration
└── Ability to test and validate webhook delivery

Webhook Benefits:
├── Real-time data updates (vs 4-hour polling)
├── Immediate notification of changes
├── Reduced API usage and rate limiting
├── Better user experience with live data
├── More accurate timeline and activity tracking
└── Improved collaboration and communication

Jira Webhook Setup:
├── Go to Jira Administration > System > WebHooks
├── Click "Create a WebHook"
├── Name: "Impulsum AI Sync"
├── Status: Enabled
├── URL: [Provided by Impulsum in Settings]
├── Events: Select relevant events:
│   ├── Issue Created, Updated, Deleted
│   ├── Issue Assigned, Transitioned
│   ├── Comment Created, Updated, Deleted
│   ├── Sprint Started, Completed, Closed
│   ├── Version Released, Archived
│   └── Project Updated (if available)
├── JQL Filter: (Optional) Limit to specific projects
├── Exclude body: Unchecked (we need the data)
└── Save and test webhook delivery

Common Webhook Issues:
├── Webhook not triggering: Check event configuration
├── Webhook failing: Check URL and network connectivity
├── Partial data: Check event selection and JQL filter
├── Delayed updates: Check webhook queue and processing
├── Authentication errors: Check webhook URL and credentials
├── Rate limiting: Check webhook frequency and throttling
├── Duplicate events: Check for multiple webhook configurations
└── Missing events: Check event selection and Jira version

Webhook Diagnostics:
├── Check webhook delivery status in Jira
├── Review webhook logs and error messages
├── Test webhook with manual trigger
├── Verify network connectivity to Impulsum
├── Check webhook URL and authentication
├── Monitor webhook queue and processing times
├── Test with different event types
└── Contact support for webhook endpoint issues

Regular Webhook Maintenance:
├── Monitor webhook delivery success rate
├── Check for failed webhook deliveries
├── Review webhook performance and timing
├── Update webhook configuration as needed
├── Test webhook after Jira updates
├── Monitor webhook impact on Jira performance
├── Document webhook configuration and changes
└── Train team on webhook troubleshooting

Webhook Performance Optimization:
├── Use JQL filters to limit webhook scope
├── Select only necessary events
├── Monitor webhook processing times
├── Coordinate webhook timing with system load
├── Use webhook batching where available
├── Monitor network and connectivity issues
├── Optimize webhook payload size
└── Consider webhook rate limiting and throttling

Slack Setup Requirements:
├── Slack workspace admin permissions (for installation)
├── Channel permissions for bot access
├── Appropriate Slack plan (some features require paid plans)
├── Network access to Slack APIs
└── Understanding of Slack app permissions

Common Connection Issues:
├── "App not installed" - Contact Slack admin to install Impulsum app
├── "Permission denied" - Check bot permissions in channels
├── "Workspace not found" - Verify correct workspace URL
├── "Token expired" - Reconnect integration in Settings
└── "Rate limited" - Reduce message frequency or contact support

Channel Setup Best Practices:
├── #project-updates: Automated project status and milestone updates
├── #critical-alerts: Urgent issues requiring immediate attention
├── #weekly-reports: Scheduled weekly team performance summaries
├── #sprint-updates: Sprint planning, review, and retrospective updates
├── Direct messages: Personal alerts and 1-on-1 insights
├── #team-[name]: Team-specific updates and notifications
└── #stakeholder-updates: Executive and stakeholder communications

Channel Permission Issues:
├── Bot not in channel: Invite @Impulsum bot to relevant channels
├── Cannot post messages: Check bot posting permissions
├── Cannot read messages: Check bot read permissions (for context)
├── Cannot access private channels: Invite bot or use public channels
├── Cannot mention users: Check bot mention permissions
├── Cannot upload files: Check file sharing permissions
└── Cannot create threads: Check threading permissions

Common Slack Issues:
├── Messages not appearing: Check bot permissions and channel access
├── Delayed notifications: Check Slack API status and rate limits
├── Formatting issues: Check message formatting and Slack markdown
├── Missing mentions: Check user mapping and mention permissions
├── Thread issues: Check threading permissions and configuration
├── File sharing problems: Check file upload permissions and size limits
├── Emoji and reaction issues: Check workspace emoji and reaction settings
└── Integration command failures: Check slash command configuration

Slack Troubleshooting:
├── Test bot permissions with simple message
├── Check Slack app configuration in workspace settings
├── Verify channel membership and permissions
├── Test with different channels and message types
├── Check Slack API status and rate limits
├── Review Slack app logs and error messages
├── Test integration commands and interactions
└── Contact Slack admin for workspace-level issues

Slash Commands:
├── /impulsum status: Quick project status check
├── /impulsum team: Team performance summary
├── /impulsum risks: Current risk assessment
├── /impulsum help: Available commands and usage
└── Custom commands: Configure team-specific shortcuts

Interactive Features:
├── Action buttons: Quick responses and actions from messages
├── Message threading: Organized discussions around updates
├── Scheduled messages: Automated daily/weekly summaries
├── Workflow integration: Connect with Slack workflow builder
├── App home: Personalized dashboard within Slack
└── Modal interactions: Rich forms and data input within Slack

Troubleshooting Advanced Features:
├── Commands not working: Check slash command configuration
├── Buttons not responding: Check interactive component permissions
├── Workflows failing: Check workflow builder configuration
├── Scheduled messages not sending: Check scheduling permissions
├── App home not loading: Check app home configuration
└── Modal issues: Check modal and form permissions

Teams Requirements:
├── Microsoft 365 admin permissions (for app installation)
├── Teams channel permissions for bot access
├── Appropriate Microsoft 365 plan
├── Network access to Microsoft Graph APIs
└── Understanding of Teams app permissions and security

Connection Troubleshooting:
├── "App not available" - Contact M365 admin to approve Impulsum app
├── "Permission denied" - Check app permissions in Teams admin center
├── "Tenant not found" - Verify correct Microsoft 365 tenant
├── "Authentication failed" - Reconnect with admin account
├── "Graph API error" - Check Microsoft Graph API status
└── "Compliance blocked" - Check organizational compliance policies

Channel Setup Strategy:
├── General channels: Broad team updates and announcements
├── Project channels: Project-specific updates and discussions
├── Leadership channels: Executive summaries and strategic updates
├── Crisis channels: Urgent alerts and incident response
├── Weekly sync channels: Regular team sync and performance updates
├── Private channels: Sensitive or confidential project updates
└── Cross-team channels: Inter-departmental collaboration updates

Teams Permission Issues:
├── Bot cannot post: Check bot posting permissions in channel
├── Cannot access private channels: Add bot to private channel members
├── Cannot mention users: Check @mention permissions and user mapping
├── Cannot access files: Check SharePoint integration and file permissions
├── Cannot create meetings: Check calendar and meeting permissions
├── Cannot access channel files: Check SharePoint access and permissions
└── Cannot use adaptive cards: Check rich content permissions

Teams Integration Features:
├── Adaptive cards: Rich, interactive message cards
├── Meeting integration: Project updates in Teams meetings
├── File sharing: SharePoint integration for project documents
├── Calendar integration: Project milestones in Teams calendar
├── Task integration: Project tasks in Teams/Planner
├── Power Platform: Integration with Power Automate and Power BI
└── Compliance: Built-in compliance and data governance

Teams Troubleshooting:
├── Adaptive cards not rendering: Check card schema and permissions
├── Meeting integration issues: Check meeting and calendar permissions
├── File access problems: Check SharePoint permissions and integration
├── Calendar sync issues: Check calendar permissions and Exchange access
├── Task integration problems: Check Planner/Project permissions
├── Power Platform issues: Check Power Platform licensing and permissions
└── Compliance issues: Check organizational compliance and retention policies

Common Email Problems:
├── Emails not arriving: Check spam/junk folders
├── Delayed delivery: Check email server and routing
├── Formatting issues: Check HTML rendering in email client
├── Attachment problems: Check file size and type restrictions
├── Unsubscribe issues: Check email preferences and settings
├── Bounce backs: Check email address validity and server issues
└── Authentication issues: Check SPF, DKIM, and DMARC settings

Email Troubleshooting:
├── Test with different email addresses
├── Check email client spam filters and rules
├── Verify email address in Impulsum settings
├── Test with different email clients (Outlook, Gmail, etc.)
├── Check corporate email security and filtering
├── Verify email server connectivity and status
├── Test email delivery timing and frequency
└── Contact IT about email filtering and security policies

Email Preferences:
├── Daily digest: Consolidated daily summary of activities
├── Weekly reports: Comprehensive weekly performance overview
├── Real-time alerts: Immediate notifications for critical issues
├── Milestone notifications: Updates on project milestones and deadlines
├── Team updates: Notifications about team performance and changes
├── Stakeholder reports: Formatted reports for external stakeholders
├── Custom schedules: User-defined delivery times and frequency
└── Mobile optimizestion: Mobile-friendly email formatting

Email Delivery Optimization:
├── Whitelist Impulsum email domains
├── Configure email client rules for organization
├── Set up VIP or priority sender settings
├── Configure mobile email notifications
├── Set up email forwarding and delegation
├── Configure out-of-office handling
├── Set up email archiving and retention
└── Configure email security and encryption

Multi-Platform Challenges:
├── Inconsistent messaging across platforms
├── Duplicate notifications from multiple channels
├── Context loss when switching between platforms
├── Different permission models across platforms
├── Varying feature support across integrations
├── Time zone and scheduling conflicts
├── User mapping and identity management
└── Data privacy and compliance across platforms

Synchronization Solutions:
├── Configure consistent notification preferences
├── Use platform-specific channels for different purposes
├── Implement unified user identity mapping
├── Coordinate notification timing across platforms
├── Establish clear communication protocols
├── Document platform-specific features and limitations
├── Train team on multi-platform usage
└── Monitor cross-platform consistency and effectiveness

Workflow Integration:
├── Project updates: Automated updates to relevant channels
├── Status changes: Real-time notifications of project status changes
├── Risk alerts: Immediate alerts for project risks and issues
├── Milestone celebrations: Automated recognition of achievements
├── Team performance: Regular team performance updates and insights
├── Stakeholder communication: Automated stakeholder updates and reports
├── Crisis communication: Emergency communication protocols
└── Feedback collection: Automated feedback collection and analysis

Workflow Troubleshooting:
├── Messages not triggering: Check workflow configuration and permissions
├── Wrong recipients: Check user mapping and channel configuration
├── Delayed messages: Check workflow timing and processing
├── Missing context: Check data integration and context sharing
├── Formatting issues: Check message templates and formatting
├── Permission errors: Check workflow permissions and access rights
├── Integration failures: Check platform connectivity and status
└── Performance issues: Check workflow efficiency and optimizestion

Communication Effectiveness:
├── Message delivery rates: Track successful message delivery
├── Engagement metrics: Monitor message opens, clicks, and responses
├── Response times: Measure team response times to notifications
├── Channel effectiveness: Analyze which channels work best for different types of communication
├── User preferences: Track user preferences and satisfaction
├── Communication patterns: Analyze communication patterns and trends
├── Integration performance: Monitor integration reliability and performance
└── Business impact: Measure business impact of communication improvements

Optimization Strategies:
├── A/B test different message formats and timing
├── Optimize notification frequency and content
├── Personalize communication based on user preferences
├── Improve message relevance and targeting
├── Streamline communication workflows
├── Reduce notification fatigue and overload
├── Enhance cross-platform consistency
└── Continuously improve based on feedback and analytics