Developer
News and Updates
Get Support
Sign in
Get Support
Sign in
DOCUMENTATION
Cloud
Data Center
Resources
Sign in
Sign in
DOCUMENTATION
Cloud
Data Center
Resources
Sign in
Forge modules
Automation modules
Bitbucket modules
Compass modules
Confluence modules
Dashboard modules (EAP)
Jira modules
Jira Service Management modules
Customer Service Management modules
Jira Software modules
Rovo modules
Teamwork Graph modules
Last updated Jun 12, 2026

Customer Service Management CRM import (EAP)

Forge’s EAP offers experimental features to selected users for testing and feedback purposes. These features are unsupported and not recommended for use in production environments. They are also subject to change without notice.

For more details, see Forge EAP, Preview, and GA.

The customerServiceManagement:crmImport module adds an item under the Manage dropdown on the Customers, Organizations, and Products pages of a Customer Service Management space. When the item is clicked, content is rendered inside a modal dialog. This module is intended for apps that import customer context data from external CRM systems (for example, HubSpot, Zendesk, or Salesforce) into Customer Service Management.

This module can be used in Customer Service Management.

Item under the Manage dropdown on the Customers page

Modal opened by clicking the item, rendering the Forge app content

For a high-level guide and pointers to product-specific integration patterns, see Import customer context data with a Forge app.

Properties

PropertyTypeRequiredDescription
key

string

Yes

A key for the module, which other modules can refer to. Must be unique within the manifest.

Regex: ^[a-zA-Z0-9_-]+$

resourcestringIf using Custom UI or modern versions of UI KitThe key of a static resources entry that your module will display. See resources for more details.
render'native'If using modern versions of UI KitIndicates the module uses UI Kit.
resolver{ function: string } or
{ endpoint: string }

Set the function property if you are using a hosted function module for your resolver.

Set the endpoint property if you are using Forge Remote to integrate with a remote back end.

titlestring or i18n objectYes

The title of the modal, which is displayed at the top of the modal. The title also appears as an item under the Manage dropdown on the Customers, Organizations, and Products pages.

The i18n object allows for translation. See i18n object.

iconstring

The icon displayed next to the title.


For Custom UI and UI Kit apps, the icon property accepts a relative path from a declared resource. Alternatively, you can also use an absolute URL to a self-hosted icon. See Icons for more information.

If no icon is provided, or if there's an issue preventing the icon from loading, a generic app icon will be displayed.

i18n object

KeyTypeRequiredDescription
i18nstringYesA key referencing a translated string in the translation files. For more details, see Translations.

Extension context

UI Kit and Custom UI

Use the useProductContext hook to access the extension context in UI Kit or getContext bridge method in Custom UI.

PropertyTypeDescription
typestringThe type of the module.
project.idstringThe id of the project where the module is rendered.
project.keystringThe key of the project where the module is rendered.
locationstringThe full URL of the host page where this module is displayed.

Rate this page: