Get started with Swarmia by connecting with GitHub, your issue tracker, and Slack
Swarmia is a tool for teams. By integrating with your issue tracker and version control, we reveal hidden patterns about your focus and workflow to help you work better together. This guide helps you install Swarmia to your GitHub organization and connect your Slack workspace in preparation for team setup.
Step 1: Install Swarmia to GitHub
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.
💁♀️ Review your GitHub teams. Swarmia uses GitHub to manage access to the app. Ensure that your GitHub teams reflect your actual organization and that all your intended Swarmia users have a GitHub account and belong to your GitHub organization. In case you do not have any teams in GitHub yet, you can also create teams within Swarmia.
⚠️ 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.
Step 2: Connect your issue tracker (optional)
Follow these step-by-step instructions to connect Swarmia to Jira Cloud and set up the integration.
Teams can configure which issues they own, but the issue type and workflow mappings apply to the whole organization. Follow the step-by-step instructions in this article to map the Jira issues and workflow.
If you're using Jira Server or Jira Data Center, the process requires a bit more steps. Please refer to these instructions for getting started.
If you’re using Linear as your issue tracker, follow these instructions to set up the integration.
You'll also find instructions how to assign the work in Linear teams to teams on Swarmia.
Step 3: Connect your Slack workspace
In the onboarding wizard, or in Slack settings in Swarmia, click Integrate Slack. Sign in to your Slack workspace, review the permissions, and click Allow. Read more about how we use Slack.
Step 4: Review and merge contributors
To ensure data quality, the Contributors list in your organization shouldn't include duplicate identities. In Contributor settings in Swarmia, review the automatically generated merge suggestions and click Merge. We don't always catch every duplicate, so it's a good idea to go through the list of Contributors and merge possible remaining duplicate identities by selecting their checkboxes and clicking Merge.
✅ All done! Now let's onboard some teams...
We're here for you
Our team is ready to help you throughout the installation and onboarding. If you have any questions or feedback, don't hesitate to get in touch through chat or email at email@example.com.