Importing Issues from Jira Server

Integrating your Jira Server account with Ducalis gives you the ability to quickly import issues from Jira for prioritization.

In this article, we will show you how to import issues from Jira Server.

Importing Issues

1. In the board you have just created, find and click Connect on the left sidebar to access the Backlog Management settings. Under the settings, click Connect Issue Tracker.

2. From the list of task trackers, choose Jira Server.
3. Then click Connect Jira Server.

4. Choose the instance you want to import issues from. You can:
   • Choose from the ones you have already connected.
   • Connect a new one. Read more here.
5. Click Connect from [instance] to proceed.  

6. Now choose the issues you want to import using:
   •  The provided Ducalis filters.
   • The Jira filters, click Switch to Jira filters to access them.
7. You can get a preview of the issues falling into the filters you applied.
8. When you have selected the issues that you want, you can click Start import.

A board with all the issues is ready! 

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.

1. Locate the filter you want in your Jira Server account. From the top panel, click on Issues.
2. From the dropdown menu, hover over to Filters and select the particular filter that you want.

3. Click on the Details next to the filter’s name.
4. Then Edit permissions.

5. Go on to Add viewers, and select Any logged-in user from the dropdown.
6. Click Add. 

7. Then Save.

Refresh Filter List in Ducalis

1. Head back to Ducalis and click Refresh Filter List.
2. Type the filter name – it must become available.
3. Then import your issues.

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

How to Create a Filter in Your Jira Server Account

1. From the top panel, click on Issues.
2. From the dropdown select Search for issues.

3. Enter your JQL Query.
4. Click Save as.

5. Name the filter and hit Save.

6. Now you need to change filter access settings. Go to Details next to the filter name and click Edit Permissions.

7. Go on to Add viewers, and select Any logged-in user from the dropdown.
8. Click Add.

9. Then Save.

Using JQL Filters To Import Issues

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.

Read here how to import with JQL filters.

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 Backlog Management settings.

• Under Backlog Management settings got to Sync In and click Edit Sync-In Conditions.

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

Removing the Integration

On how to remove the integration you would have created between Ducalis and Jira Server, check out this article.

What’s Next?

When you have integrated and imported your issues from Jira Server, you can go ahead and enable Two-way sync so that you can sync back your prioritization results to your Jira Server account. 

Learn more about how to enable two-way sync with Jira Server.