Importing Issues from Jira Server

Table of Contents

After successfully integrating Ducalis with Jira Server, you can import issues from Jira Server for prioritization in Ducalis.
There are three types of filters that you can use to choose the set of issues you want to import:

This article will show you how to use Ducalis filters to select the issues you want to import.

Using Ducalis Filters

Choose the instance you want to import issues from. You can:

Choose from the ones you have already connected.
Connect a new one. Follow the process of integrating Ducalis with Jira Server.

Click Import from [instance] to proceed.

In the process of Importing issues from Jira, when you get to the Import step, select the Ducalis filters option.

Select your parameters according to which issues you want to filter out. Make sure the required parameters are selected.

You can see a real-time preview of the issues that fall under the parameters you are selecting.

If you cannot see some parameters because of some recent changes you made, you can click Refresh to update the data before looking for them one more time.

Once everything is ready, click Start Import.

Board with issues imported from Jira Server.

Editing Ducalis Import Filters

Editing Ducalis import filters helps to:

Import more issues from Jira to the same board.
Remove issues from a board without removing the integration.

To edit filters:

Click Sync to access the Sync settings.

Under Sync settings go to Sync In and click Edit Sync-In Conditions.

Edit the filters to get the issues you want, then click Save.

Using Jira Filters

Choose the instance you want to import issues from. You can:

Choose from the ones you have already connected.
Connect a new one. Follow the process of integrating Ducalis with Jira Server.

Click Import from [instance] to proceed.

In the process of Importing issues from Jira, when you get to the Import step, select the Saved filters option.

From the dropdown list, you can access the list of filters you created and saved in Jira. Select the filter with the issues that you want to add to Ducalis.

You can see a real-time preview of the issues that fall under the parameters you are selecting.

If you cannot see a filter because of some recent changes you made, you can click Refresh to update the data before looking for it one more time.

Once everything is ready, click Start Import.

Board with issues imported from Jira Server.

Did Not Find Some Filters When You Switched To Jira Filters?

If you already have a filter in Jira, but you don’t see it when you switch to Jira filters, the problem might be with the filter access status.

Checking Or Changing The Filter Access Status

Locate the filter you want in your Jira Server account. From the top panel, click on Issues.

From the dropdown menu, hover over to Filters and select the particular filter that you want.

Click on the Details next to the filter’s name.

Then Edit permissions.

Go on to Add Viewers, and select Any logged-in user from the dropdown.

Click +Add.

Then Save.

Head back to Ducalis and click Refresh.

Type the filter name – it must become available.

Then import your issues.

If you still have difficulties, please contact us in the chat bottom right.

Editing Jira Filters

Editing Jira filters helps to:

Import more issues from Jira to the same board.
Remove issues from a board without removing the integration.

To edit filters:

Head over to Sync settings.

Under Sync settings go to Sync In and click Edit Sync-In Conditions. Click Open filter in Jira to edit the filters in Jira Server.

Edit the filters to get the issues you want, then click Save.

Using JQL Filters

The advanced JQL (Jira Query Language) filters allow you to go deep into your search. Quickly find the issues you want to import from Jira regardless of how they are structured within.

When importing issues from Jira Cloud, you can use a saved JQL filter to import a specific set of issues that you want to prioritize in Ducalis.

Choose the instance you want to import issues from. You can: