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Two-Way Sync With Jira Cloud

The two-way sync feature allows you to automatically get your prioritization results to your task tracker. You can sync data like:

  • Total scores.
  • Priority rankings. 
  • Criterion scores.
  • Scores statuses.
  • Scores percentages.

It saves you the time and the manual work of switching back and forth between Jira and Ducalis when you are working in Jira and trying to view your priorities in Ducalis.

Your data is synced to Jira on a day and time you set up before the sprint ends, but you can also sync the scores anytime by clicking on sync scores now.

Example Showing Issues’ Priority Rankings in Jira

In Jira, the issues that are top priority are displayed with a star that is next to the ranking. You can view your issues’ priority rankings:

  1. Under Active sprints.
  2. Under Backlog with the issues arranged in order of priority.
  3. On the issue card.

Steps Followed To Set Up a Two-way Sync with Jira

  1. Choosing Ducalis fields to sync.
  2. Setting up custom fields in Jira that will receive data you sync from Ducalis.
  3. Adding the fields to the Jira board.
  4. Activating sync.

Choosing Ducalis Fields to Sync

Before you start creating Ducalis custom fields in the Jira cloud, you need to choose the Ducalis fields with the data you would like to sync to the Jira cloud.

  1. Go to Backlog Management settings.
  1. Under Backlog Management, scroll down to Sync Back Fields.
  2. You will find two default fields–the Priority {emoji} Ducalis and the Alignment {emoji} Ducalis.
  1. You can delete these fields, or any other field that you will add and decide to delete.
  1. To add a field, click Add field and select the field you want. 

Setting Up Custom Fields in Jira

When you have added all the fields you want, go on and set up custom fields in Jira Cloud that will receive the data that you will receive from Ducalis.

Adding Ducalis Custom Fields to the Jira Board

If you have a company-managed project, before you activate sync, we advise that you add the Ducalis custom fields you created in Jira to the Jira board, so that they can appear on the backlog ‘view’ and active sprint ‘view’ as shown below. 

Backlog ‘view’

Active sprints ‘view’

Activating Syncing. 

After creating custom fields in Jira and adding them to the Jira board, you can go ahead to activate sync in Ducalis

  1. After you are done with the first three steps, click Refresh.
  1. The toggle to activate sync will appear which you can switch on to activate sync.
  1. Choose the day and time you want to sync the data from your board to Jira. It can, for example, be a day or a few days before your sprint planning meeting. You can change the timezone if it’s not set to the one you want.
  1. If you want to sync the priority rankings immediately, you can just click on ‘Manual Sync’.
Updated on October 4, 2023

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