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Sync Back

Sync Back sends your prioritization results to Jira Server automatically. Sync data like total scores, priority rankings, criterion scores, score statuses, and score percentages. This eliminates manual switching between Ducalis and Jira Server when viewing priorities.

Prerequisites

You must import Issues from Jira Server before setting up Sync Back.

This guide covers four steps to set up Sync Back:

  1. Choose fields to sync
  2. Create custom fields in Jira Server
  3. Add custom fields to the Jira board
  4. Activate Sync Back

Step 1: Choose fields to sync

Select which Ducalis fields to sync to Jira Server.

  1. Click Sync to access Backlog Management settings.

    Sync button in backlog navigation
  2. Scroll down to Sync Back Fields.

    Sync Back Fields section with default fields

    Two default fields appear: Priority {emoji} Ducalis and Alignment {emoji} Ducalis.

  3. (Optional) Delete default fields if you don't need them.

    Delete field button
  4. Click Add Fields to add more fields.

    Add Fields dialog showing available fields

After selecting fields to sync, continue to Step 2 to create corresponding custom fields in Jira Server.

Step 2: Create custom fields in Jira Server

Create Jira Server custom fields to receive data from Ducalis. You have two options:

  • Map to existing fields – Use custom fields you already have in Jira Server
  • Create new fields – Create new custom fields specifically for Ducalis data

Map to existing fields

If you have existing custom fields in Jira Server, map Ducalis fields to them without creating new fields.

  1. Go to Backlog Management settings.

    Access Backlog Management settings
  2. Scroll down to Sync Back Fields.

    Sync Back Fields mapping interface
  3. (Optional) Keep the default Ducalis fields or delete them.

    Default field options
  4. (Optional) Add another Ducalis field if the one you want to sync isn't listed.

    Add another field dialog
  5. Next to Tracker Field, click the dropdown and select the Jira Server field to map.

    Choose tracker field from dropdown
  6. Click Save.

    Save field mapping

Each Sync Back will send data from the Ducalis field to the mapped Jira Server field.

Synced data in Jira Server field

Create new fields

Create new custom fields in Jira Server specifically for Ducalis data.

  1. In Jira Server, go to Jira Administration.

  2. Click Issues from the dropdown menu.

    Jira Administration Issues menu
  3. In the left sidebar, under Fields, click Custom Fields.

  4. Click Add custom field.

    Add custom field button
  5. Select the field type that matches the Ducalis field type:

    • Ducalis field type 'String' → Select Text field (single line) (in Standard section)
    • Ducalis field type 'Number' → Select Number field
  6. Click Next.

    Select field type dialog
  7. Configure the field name:

    1. In Ducalis, copy the custom field name.

      Copy field name from product
    2. In Jira Server, paste the name and click Create.

      Paste field name and create
  8. Select the screens where this field will display:

    • Screens with the project key(s) you selected in Ducalis import filters

      Select project screens
    • Default screens: Default Screen, Resolve Issue Screen, Workflow Screen

      Select default screens
  9. Click Update.

    Update screen associations
  10. Repeat steps 1-9 for each Ducalis field you want to sync.

    Multiple custom fields created

The Ducalis custom fields now appear inside Jira Server issue cards.

Custom fields visible in issue card

Step 3: Add custom fields to the Jira board

Company-managed projects only

This step applies only to company-managed projects. Skip this step if you use team-managed projects.

Add Ducalis custom fields to your Jira board so they appear in the backlog view and active sprint view. This also lets you sort issues by priority ranking.

Step 4: Activate Sync Back

After creating custom fields in Jira Server and adding them to the board, activate Sync Back.

  1. Click Refresh after completing steps 1-3.

    Refresh button
  2. Toggle Activate Sync Back to on.

    Activate sync toggle

Sync Back schedule

Choose when to sync priority rankings to Jira Server. Two schedule options:

  • By sprint end date – Syncs automatically when the sprint ends
  • By custom period – Syncs at a specific day and time you set
Sync schedule options

To sync immediately, click Manual Sync with Jira.

Manual sync button
warning

After activating Sync Back, you can't add more fields. To add fields, deactivate sync first, add the fields, then reactivate sync.

Copy Sync Back schedule settings

Copy Sync Back schedule settings to other boards in bulk.

  1. Click Copy sync schedule settings.

    Copy sync schedule settings button
  2. Select the boards to copy settings to.

    Choose boards dialog
  3. Click Copy Settings.

    Confirm copy settings

What's next

After setting up Sync Back, you can sort issues in your Jira Server backlog by priority ranking from Ducalis.

Learn how to sort issues by priority ranking.

Jira Server backlog sorted by priority ranking
Last updated: Last week