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JIRA ON-PREMISE

This article shows how to establish a Basic connection.

Basic connections have a set of sync rules, generated by Exalate. With this connection, you can sync a basic set of issue fields: summary, description, comments, attachments, and issue types.

Note that issue types are mirrored: tasks will be synced as tasks, improvements as improvements, and so on. For example, when you sync epic Exalate creates either an issue with the default issue type, if the default issue type is set in the project configuration, or Task if not set. This also applies to any other issue type that is not found on the destination side.

All comments will be synced as public comments. 

You cannot modify sync rules. If you want to edit/delete sync rules, you can upgrade the connection to a Visual connection or a Script connection. For more details, check How to upgrade a Basic connection in Exalate for Jira on-premise.


To initiate a Basic connection:

1. Navigate to the Connections tab in Exalate.

To navigate to the Connections tab:

  1. Navigate to  AdministrationManage apps.
  2. Click Connections.

2. Click Initiate connection.

3. Specify if you have the link to the destination instance.


  • Enter the link to the destination instance in the Destination instance URL field. 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—Exalate will determine it's a local connection between 2 projects within your instance.
  • Click I don't have a URL if the destination instance is in a private network, or you don't have the link. After clicking I don't have a URL, you can establish a Basic or a Script connection. 

    For more details about Script connections, check out Initiate a Script connection in Exalate for Jira on-premise.


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

Select the appropriate tab below.

4. Click Basic.

Basic connections are not available in connections to older Exalate versions.

5. Click Next.


The following steps will be different based on your connection type. Select the appropriate tab below.

6. Select a project where you would like to sync issues.

7. Click Next.

8. Confirm if you have admin access to the destination instance.

Further steps will be different if you have or don't have admin access to the destination instance.

  • Select Yes, I have admin access if you have admin access to the destination instance. You will be redirected to the destination instance to establish a connection.
  • Select No, I don't have admin access if you don't have admin access to the destination instance. You will generate an invitation for the destination instance admin so they could establish a connection on their end.

9. Click Initiate.

Further steps will be different if you have or don't have admin access to the destination instance. Select the appropriate tab below.

Complete the following steps on the destination instance.

10. Select a project for the incoming sync.

11. Click Confirm.

10. Click Copy invitation code.

You can send the invitation code to the destination instance admin.

11. Click Go to remote to access the destination instance.


Complete the following steps on the destination instance.

12. Click Accept invitation.

13. Paste the invitation code.

14. Click Next.

15. Select the project where you want to sync issues.

16. Click Confirm.

6. Select projects to sync issues between them.

7. Click Initiate.


After establishing the connection, you can sync your first issue in Exalate to see how it works: enter an issue key and click Exalate. Or you can close the window with and sync an issue on your own:

When syncing your first issue, you will see the status of your sync.

4. Click Basic.

5. Click Next.

6. Select a project where you would like to sync issues.

7. Click Initiate.

8. Click Copy invitation code.

Send the invitation code to the remote instance admin or paste it on your own to establish the connection.

Complete the following actions on the destination instance.

9. Click Accept invitation.

10. Paste the invitation code.

11. Click Next.

12. Select a project for the incoming sync.

13. Click Confirm.

After establishing the connection, you can sync your first issue in Exalate to see how it works: enter an issue key and click Exalate. Or you can close the window with and sync an issue on your own:

When syncing your first issue, you will see the status of your sync.




Have more questions? Ask the community

See also

Upgrade a Basic connection in Exalate for Jira on-premise

Set up a Visual connection in Exalate for Jira on-premise

Set up a Script connection in Exalate for Jira on-premise



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