To sync data from Ducalis, you must set fields that will receive the data you sync from Ducalis. The process is the same for both Cloud and Server versions.
There are two options for setting up fields that will receive data in Jira:
- Field Mapping – You don’t have to create new fields in Jira; you can use existing fields in Jira
- Custom Fields Creation – You have to create new fields in Jira that will receive the data you sync from Ducalis.
You can choose any of these ways.
Fields Mapping
In a case where you have a lot of custom fields in Jira and you do not want to create more fields, you can just map the Ducalis field with a field that you already have in Jira.
Here, you map the Ducalis field that you will export data from with the task tracker field that will receive the data.
How to map Fields
In Ducalis, go to the Sync settings
Scroll down to Sync-Back fields and start mapping your fields
You can use the default Ducalis fields that you find or delete them.
You can also choose another field if the one that you want to sync data from is not among the ones given.
Next to the Tracker field, click to open the dropdown list of fields from your tracker that you can use and choose the field that you want to map with the Ducalis field
Then click Save.
Each time back-sync takes place, data from the Ducalis field will be synced to this field
Custom Fields Creation
Here, instead of using the existing custom fields you have in Jira, you create custom fields in Jira that will receive the data you sync from Ducalis.
There are two kinds of Jira projects:
- Company-managed projects.
- Team-managed projects (Jira Cloud only).
You shouldn’t combine Team-managed projects with any other project in a single Ducalis board filter—the sync will not work.
We advise only the Jira admin or project admin to run the sync, otherwise, custom field updates may trigger dozens of emails in your coworkers’ inbox.
Check your type of project
Firstly, you should learn the type of project you imported issues from Jira. Then choose one of the instructions depending on the type.
To learn the type of project, go to All Project and check the column Type.
Now, you can choose the Instruction – for a company-managed project or a team-managed project.
Custom Fields Creation in a Company-managed Project
- Go to Settings (cog button next to your avatar, top right corner).
- Go to Issues in Jira Settings.
- Go to Custom Fields in the menu on the left.
- Click Create custom field in the top right corner.
- Choose Text Field (single line).
- Click Next.
- Copy the field name from sync settings in Ducalis.
- Go to Backlog Management settings, then Sync Back Fields.
- Then click on the copy icon to copy the names. Your field names depend on your board’s emoji.
- Paste in the field name in Jira and click Create.
- Associate the field and click Update:
- Default Screen
- Resolve Issue screen
- Workflow Screen
- All screens with the project keys for projects you have in the Ducalis board filter.
- If you don’t see your project key, it may mean that it shares settings with another project.
- Open Issue type screen schemes in a new tab. There, you will see what project key relates to yours.
The first field is ready. You have to create two fields for issue ranking sync: Priority and Alignment.
You will see the ranking and alignment analysis link inside the issues.
Custom Fields Creation in a Team-Managed Project
1. Go to Project settings (in the menu on the left inside the project).
2. Go to Issue Types.
3. Choose any issue type you’re prioritizing.
4. Find Can’t find a field? Then click to Go to custom fields.
5. Click Create Custom Field
6. Select the filed type. It depends on what data you want to sync.
7. Enter the field name and click Create.
8. On the next screen, click Update.
9. Return to the Issues type screen, upload the page, and you’ll see the newly created field.
10. Add this field to all issue types in all project(s) used in the Ducalis board.
For example, if you use Project 1 with the issue types: Epic, Task, Bug, and Project 2 with the issue types: Epic, Sub-Task, you should add the field to all of them.
Drag and drop the field into Context fields.
Don’t forget to click Save Changes for each issue type.
11. Now this field will appear in Ducalis and you can match fields.
Instead of creating new fields altogether, you can edit existing fields, and change their names to the names of the Ducalis fields you want to sync data from. Learn more here.
If you’d like to sort Jira Issues by that field, please read next: 2-way Sync. Part 2: Custom Fields Setting for a Jira Board.