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JIRA CLOUD

Starting from version 5.2.0, not only Global administrators but also Project administrators can set up Basic connections right from the Project settings. 

This article shows how to establish a Basic connection specifically on a Project level.

How to enable connection set up on a Project level

A Global administrator should enable connection set up on a Project level. 

To enable Project level connections:

1.  Go to Apps → Manage your apps

2. Under the Exalate menu click General Settings

3. Enable the corresponding toggle to allow project admins to set up basic connections

Once global admin enables this option, project admins assigned to the user group 'exalate-project-level-administrators' will be able to set up basic connections right from their Project settings.

(warning) Note, only project admins that belong to the 'exalate-project-level-administrators' user group will be able to access Exalate in the Project Settings.

If the 'exalate-project-level-administrators' group is empty - no project administrators will be able to access Exalate from the Project settings. 

If the user group 'exalate-project-level-administrators' doesn't exist - all the Project admins will be able to access Exalate from their Project settings.

How to initiate a Basic connection from the Project settings

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

To initiate a Basic connection on a Project level:

1. Navigate to Projects and select your project from the list

2. Click Project settings from the project menu sidebar

3. Click Apps

If you are in a company-managed project, there will be no step 3, Exalate menu will appear right in the Project settings.

4. Click Exalate connections → Initiate connection



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

To set up a connection with an 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.

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

Select the appropriate tab below.

4. Click Initiate

Basic connections cannot be initiated if the destination instance has an older Exalate version.

5. Specify if you have admin access to the destination instance


Select the appropriate tab below.

6. Click Initiate

 You will be automatically redirected to the destination instance to log in. If the redirection has not happened, click Go to remote

Complete the following steps on the destination instance.

7. Select a project for the incoming sync

  You can select one of the projects you have admin access to. 

8. Click Confirm

6. Click Initiate


7. Click Copy Invitation code 

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

8. Click Done

Complete the following steps on the destination instance.

9. Click Accept Invitation

10. Paste the invitation code 

11. Click Next

11. Select a project for the incoming sync

12. 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.

4. Click Initiate

You can still set up a connection and send over an invitation to connect to the destination instance administrator.

5. Click Copy Invitation code

6. Click Done

Complete the following steps on the destination instance.

7. Click Accept Invitation

8. Paste the invitation code 

9. Click Next

10. Select a project for the incoming sync

11. 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

Set up a Basic connection in Exalate for Jira Cloud

Set up a Visual connection in Exalate for Jira Cloud

Set up a Script connection in Exalate for Jira Cloud



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