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An Instance is an issue tracker with the issues that you want to synchronize.

Sync Rules

A set of rules that defines the synchronization behavior of the issue data.  Exalate uses groovy scripting in its advanced sync rules.
Sync Rules include 2 elements: Outgoing sync and Incoming sync. They are used to specify which data to send to the Destination Instance and how to handle incoming data from the remote instance.


A Connection defines how issues are synchronized between instances. It includes information about two Instances and describes how they are related to each other.

Each Connection has the following components:

Destination Instance

The Destination Instance is an Instance you want to set up a Connection with. 

Outgoing sync

Sync rules that specify which information can be transferred to the destination instance. Check the sync rules concept for more details.

Incoming sync

Sync rules that define how to handle information received from the remote side. Check the sync rules concept fore more details.


A trigger starts the synchronization process. There are different types of triggers:

Under Sync

An issue is under sync when data is synchronized with another issue tracker.
A Twin is a pair of issues that are related to each other through a synchronization relation.
Any modification is synchronized towards the other issue using the specifications of the relation.


A Replica is a copy of an issue which is transferred to the other instance. You can specify what issue data you want to send to the other side in the Outgoing sync rules.

Outgoing sync event

A synchronization event is a registration of the local issue's change. Exalate creates an outgoing sync event on the local issue update.

Incoming sync event

A synchronization request is a registration of the remote issue's change. Every Outgoing Sync event on the sending side results in the incoming sync request on the Destination side.
Proxy User
The Proxy User is the user account that will carry out changes such as creating issues, updating data, adding comments and attachments. More details


There are 2 types of Processors:

  • Outgoing sync
  • Incoming sync

These processors are specified in the context of the synchronization process. Sync rules are defined with the help of these processors.


Filtering allows limiting the information sent to other instances.


Transformation is the act of changing one type of value into another type of value.
For instance, changing a status into a comment. 
Groovy is a dynamic language for the Java platform.
More details on this language:

Destination instance URL

Destination instance URL is a link to the instance you want to set up a connection with. You can enter the link to the instance you are trying to connect, or the Exalate URL from General Settings. If you enter a link to your instance—you will establish a local connection. If the destination instance is in a private network, or you don't have the link, click I don't have a URL.

Exalate will suggest available connection types based on the destination instance's version of Exalate.