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Two-Way Sync with Jira Server

Available for plans:Business.

Available for roles: Admin,Owner.

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.

Steps involved in setting up Two-way sync:

  1. Choosing the Ducalis fields that you want to sync.
  2. Creating custom fields in Jira.
  3. Adding the fields to the Jira board so that they appear in the backlog ‘view’ and sprint ‘view’.
  4. Activating sync.

Choosing the Ducalis fields that you want to sync

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

  1. Click Jira on the top panel to access the Sync settings.
  2. Find the ‘Issue Ranking Syn’ section.
  1. You will find two default fields–the Priority {emoji} Ducalis and the Alignment {emoji} Ducalis
  2. You can delete these fields, or any other field that you will add and decide to delete. Just hover over the field you want to delete and click on the trash icon that appears.
  1. To add a field, click Add field and select the field you want.

When you have added the fields that you want to sync to Jira server, you can then go on to create Ducalis custom fields in Jira server.

Creating New Custom Fields in Jira Server

Before you activate two-way sync in Ducalis, you should create custom fields in your Jira server account that will receive the data you sync from Ducalis.

  1. In your Jira server account, go to Jira Administration.
  2. From the dropdown menu, click Issues
  1. Under Issues, hover over to the left side menu and on the Fields section, click on Custom Fields.
  2. Then click Add custom field.
  1. Select the field type. The ‘field type’ should correspond with the ‘field type’ of the field in Ducalis. 
    • Ducalis field type ‘String’, then in Jira choose the field type ‘Text field (single line)’, you can find it in the Standard section. 
    • Ducalis field type ‘Number’, then in Jira choose the field type ‘Number field’. 
  2. Click Next.
  1. Configure the field – enter the name:
    • Head over to your Ducalis board that you want to set up two-way sync in and copy the name of the custom field. Your fields names depend on your board’s emoji.
  • Head back to Jira and paste it in the text field, then click Create.
  1. Next, you should select the checkboxes of the screens where the custom field you just created will be displayed. Select the following screens:
    • Screens with the project key(s) of the project(s) you selected when you applied your import filters in Ducalis.
  • Default screens – Default screen, Resolve issue screen, Workflow screen
  1. Then click Update.

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Follow these steps to create the rest of the Ducalis custom fields. 

You will see the Ducalis custom fields you created inside an issue card.

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 in the backlog ‘view’ and active sprint ‘view’. This will also allow you to sort the issues’ cards using the data you would have imported from Ducalis.

Activating Sync

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.
  2. Choose the day and time you want to sync the issues’ priority rankings to Asana. 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.
  3. If you want to sync the priority rankings immediately, you can just click on ‘Sync Scores Now’.
Updated on July 1, 2022

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