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  • Swarmia documentation
  • Getting started
    • Get started in 15 minutes
    • Integrations
      • GitHub
        • GitHub Enterprise Server
        • Multiple GitHub organizations
        • Forked repositories
        • Troubleshooting
          • Reinstalling the Swarmia GitHub app
          • Updating app permissions
          • Installing Swarmia outside of GitHub Marketplace
      • Jira
        • Jira Server and Jira Data Center
        • Multiple Jira organizations
      • Linear
        • Private Linear teams
        • Disconnect Linear
      • Slack
        • Private Slack channels
      • Authentication
        • Google Single Sign-On
          • Frequently asked questions
        • Okta Single Sign-On
      • HR systems
      • Data export
        • Data cloud
        • Export data as a CSV file
      • Other integrations
        • Other issue tracker integrations
        • Other source code hosting integrations
  • Configuration and data quality
    • Teams & members
      • Creating & managing teams
        • Teams API
      • Contributors
      • Roles and permissions
      • Inviting team members
    • Issue tracker configuration
      • Jira configuration
      • Jira best practices
      • Linear configuration
    • Pull request exclusions
    • Linking pull requests to issues
    • Investment categories
    • Deployments
      • Generate deployments from merged pull requests
      • Generate deployments from GitHub deployments
      • Generate deployments from GitHub checks
      • Generate deployments via the API
        • Generate deployments for monorepos via the API
    • Sprint configuration
  • Use cases
    • Improve pull request flow
      • Pull request insights
      • Reducing pull request cycle time
      • Review code faster
      • Managing pull requests in progress with the Pull Request view
      • Diagnosing low pull request throughput
      • Analyzing pull request batch size
  • Improve your team's focus
    • Optimizing issue cycle time
    • Analyzing activity patterns on Work Log
    • Grouping activity on the Work Log view
    • Focus summary
  • Balance engineering investments
    • Activity and effort-based models
    • Categorizing work
    • Common problems with balancing engineering investment
  • Deliver strategic initiatives
    • Forecasting initiatives
  • Capitalize software development costs
  • Run developer experience surveys
    • Creating a survey
    • Managing surveys
    • Viewing and sharing survey results
    • How we show your survey responses
    • Survey communication guide and templates
  • Track DORA metrics
    • Automatic change failure detection
    • How Swarmia links PRs to deployments
  • Coach software developers
  • Get visibility into your CI pipeline
  • Continuous improvement
    • Working agreements
  • Notifications
    • Team notifications
    • Personal notifications
  • Retrospectives with Swarmia
  • Metrics & definitions
    • Pull request cycle time
      • What's the difference between "Change lead time" and "Pull request cycle time" metrics in Swarmia?
    • Issue cycle time
      • Defining issue lifecycle and cycle time
    • Developer effort (FTEs)
  • DORA metrics
    • Change lead time
    • Deployment frequency
    • Mean time to recovery
    • Change failure rate
  • Throughput
  • Time to deploy
  • Batch size
  • Flow efficiency
  • Scope creep
  • Sprints
  • Frequently asked questions
    • How do you treat weekends in metrics?
    • Tracking squashed commits
    • How do merge queues affect my metrics?
    • Why is my commit not visible in Swarmia?
    • How do I account for people leaving my organization?
  • Resources
    • Security & data retention
      • Data security
      • Data access
      • Swarmia IP Addresses
      • Single Sign-On (SSO) / SAML
      • Can I get a copy of the SOC 2 Type II audit report?
      • Deleting your organization
  • Pricing & plans
    • Compare plans
    • Free plan
    • Do I need a credit card to start a free trial?
    • What are the differences between the individual modules and the standard plan?
    • How do you determine the number of developers for billing?
    • What happens to customers with the Lite plan after the December 2024 pricing and plan change?
  • Changelog
On this page
  • Step 1: Install Swarmia to GitHub
  • Step 2: Connect your issue tracker (recommended)
  • Jira
  • Linear
  • Step 3: Connect your Slack workspace (recommended)
  • Step 4: Create teams
  • We're here for you

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  1. Getting started

Get started in 15 minutes

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

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Last updated 3 days ago

Was this helpful?

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 and find . 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 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 and follow the installation guide

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

Linear

  1. Start by ensuring you have Linear admin permissions

Step 3: Connect your Slack workspace (recommended)

  1. Ensuring you have Slack admin permissions

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

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

We're here for you

Navigate to and follow the installation guide

Navigate to and follow the installation guide

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

Integrate with

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

the necessary admin permissions on GitHub
Swarmia in the GitHub Marketplace
Data Security
Jira settings in Swarmia
team
organization
See detailed installation instructions
Linear settings in Swarmia
See detailed installation instructions
Slack settings in Swarmia
Read our blog post
Swarmia Teams API
Learn more about creating & managing teams.
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