Get started in 15 minutes

Connect GitHub, issue tracker and Slack, and create Swarmia teams to get your first insights.

Swarmia is a software engineering intelligence platform designed to provide actionable insights and visibility to modern engineering teams. By integrating your development tools, Swarmia helps your teams collaborate effectively, streamline workflows, and deliver the right features faster.

Follow these steps to set up Swarmia and prepare your teams for onboarding.

Step 1: Install Swarmia to GitHub

If you have already connected GitHub to Swarmia you can move to step 2: Connect your issue tracker

To install the app, make sure you have the necessary admin permissions on GitHub and find Swarmia in the GitHub Marketplace. Click Install, review the necessary authorizations, and click Install & Authorize. You will then be taken to the onboarding wizard. Give a name for your organization and click Next.

⚠️ Note: All users in your organization can read the metadata (such as Pull Request names) for all integrated repositories in Swarmia. Use caution if working with sensitive repositories.

⚠️ Note: Swarmia collects the file names and size of commits from the source code. We do not store your source code! More information is available on the Data Security page.

⚠️ Note: If you have open source projects and don't want to see data from them in Swarmia, you can manually select the repositories you want to connect during onboarding.

On connection Swarmia uses GitHub to manage access to the app. Ensure GitHub organization membership reflects the team that should have access to Swarmia. Okta or Google can be setup for SSO after initial log in.

Teams can also be configured leveraging existing GitHub teams, it can be worth taking a look and cleaning that if you bring them in.

Step 2: Connect your issue tracker (recommended)

Jira

1. Start by ensuring you have Jira admin permissions

2. Navigate to Jira settings in Swarmia and follow the installation guide

3. Proceed to Jira team and organization settings to access the full functionality of Swarmia.

See detailed installation instructions

Linear

1. Start by ensuring you have Linear admin permissions

2. Navigate to Linear settings in Swarmia and follow the installation guide

See detailed installation instructions

Step 3: Connect your Slack workspace (recommended)

1. Ensuring you have Slack admin permissions

2. Navigate to Slack settings in Swarmia and follow the installation guide

3. Sign in to your Slack workspace, review permissions, and click Allow.

Most users interact with Swarmia through Slack by receiving personal notifications, team digests, and feedback on working agreements. Read our blog post to learn about the benefits.

Step 4: Create teams

Create teams in Swarmia to ensure work gets assigned to the right teams. Once contributors are organized into teams and issues are mapped to those teams you can see your organization's data in Swarmia.

Swarmia brings together user identities from all the tools you integrate with Swarmia, and we need to know which people these identities belong to. The good news is that Swarmia automatically merges most user identities for you and removes any potential duplicates. However, reviewing your contributors and confirming that the initial data looks accurate is still a good idea.

If Swarmia detects duplicate identities that can be merged, you’ll see them on the right side of the page. We don’t always catch every duplicate, so we recommend going through the list of contributors and manually merging any remaining duplicates. You can do this by selecting two contributors from the list and clicking Merge in the space on the right.

You can use three methods to create your teams:

• Create teams manually

• Import teams from GitHub

• Integrate with Swarmia Teams API

Learn more about creating & managing teams.

We're here for you

Our team is ready to help you during installation and onboarding. For questions or feedback, reach us via chat or email at [email protected].