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After establishing a connection, you need to set up the sync scope. In the scope, you specify the details: what issues should be synchronized and how to start the synchronization process.

To configure the scope:

1. Start scope configuration.

  • To start setting up the scope after establishing a new connection click Configure sync.
  • To configure synchronization in an existing connection, navigate to ConnectionEdit connection.

The visual editor will be available only if you verify admin access on your end.

2. Select what to synchronize.

Depending on the issue tracker you use, you will synchronize projects with issues, tickets, or other entities.

To synchronize projects, select a project from the Select project list.

Specify the criteria for tickets and other entities in the Filter entities menu.

3. Set the synchronization method in the Sync method list.

In the Sync method list, you can define how the data will be synced between your issue trackers.

You can choose between the following options:

The issues will be synced manually between various trackers.
The issues will be synchronized automatically according to the filters that you set up.
Issues won't sync in the specified direction.

Issues will be synced in the direction defined by the arrow.

4. Apply filters if necessary.

To apply filters to projects:

  1. Click Filter issues.
  2. Set the filters.

The filters are different depending on the issue tracker. For example, issues in Jira have issue types, and tickets in Zendesk have types. So, the type filter for Jira is called Issue types and Types for Zendesk tickets.

After you apply the filters, only certain issue types from Jira and ticket types from Zendesk will sync with one another.

Issue filter for Jira Cloud and Jira Server

Issue filter for Zendesk

Issue filter for Azure DevOps

5. Press Publish to save the connection.

You can also use these hotkeys to publish a connection:

  • Ctrl+S on Windows or Linux
  • Cmd+S on Mac
Changes in existing connections will not be applied before you update the issue. Please make sure to update the issue, if you want to apply changes.

What's next?

Add Field Mapping

See also

Initiate a Connection in Visual Mode

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Back to How to Set up a Connection in Exalate Visual Mode