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This article describes how you can start issue synchronization on Jira.

Exalate provides multiple ways to start the synchronization:

Exalate button 

Once the Exalate app is installed every issue will have a new issue action Exalate

To start the issue synchronization click the Exalate button, then select a connection that should be used to use to synchronize issues.

If the Exalate button is not available on the issue view you need to enable it in the General Settings.


Jira server

The Exalate issue operation is located under More tab on the issue view 


Jira Cloud

You can find the Exalate button on the right sidebar on the issue view. 

Exalate Now post function

Another way to start issue synchronization is a post function in Jira.


1Edit a Jira workflow Check the Atlassian documentation about advanced workflow configuration
2Add a post function to your workflow

3Select Exalate Now function

4Select a connection

5

You need to make sure that the post function is executed once the issue has been updated otherwise the issue will be transferred to a wrong status.


JQL Trigger

You can start issue synchronization automatically according to a specified search query with the help of a trigger.

If the issue fits a search query it is triggered for synchronization automaticallyOnce someone updates the issue which is under sync the changes are synchronized automatically.

Check the example of the JQL trigger query below. 

When you create an issue in project = BLUE with labels = sync issue will be synchronized automatically.

Also, the same trigger will start the synchronization if any issue in project BLUE has been updated with label sync. 


Sync issues in project BLUE with label sync

project = BLUE AND labels = sync


Using saved filters

You can use JQL saved filters in trigger configuration. Please makes sure that the filter is shared with the proxy user.

Filters can be shared with other users via user groups, projects, and project roles. They can also be shared globally. Any filter that is shared is visible to users who have the Administer Jira global permission.

Use filter ID (filter = 10500) or name (filter = "My filter") to configure a trigger

Changes due to compliance with GDPR

JQL query containing user identifiers such as username, display name or email will stop working starting from 29th of March due to Atlassian compliance with GDPR.

Update your JQL query to use account IDs instead. Find more details in REST API migration guide and deprecation notice - userName and userKey. You can get the user account IDs with the help of JIRA Cloud REST API.

Example

JQL with userNames

issuetype = Bug AND assignee in (mia) AND reporter in (alana) order by lastViewed DESC

JQL with account IDs

issuetype = Bug AND assignee in (abcde-12345) AND reporter in (abc551-c4e99) order by lastViewed DESC

Bulk Exalate

Bulk Exalate allows you to synchronize a set of issues at a time.

Follow the steps below to Bulk Exalate issues.

1. Create a trigger


 Expand for more details

How to create a trigger?
To configure the trigger, please follow the steps:
  1. Navigate to the Triggers tab in the Exalate admin menu 


  2. Click Create Trigger


  3. Select the type of entity you want to synchronize. 

    If you want to synchronize multiple entities, create separate triggers for every entity type.

  4. In the If field, enter the desired filter to decide which issues will get automatically synced to the other side. 

    Use the platform search syntax to specify the filter query. 

         

3. Select the Connection you want to sync with in Then sync with connection field.

4. Optionally, input information to keep a reference for the trigger in the Notes field.

6. Enable the toggle to activate the trigger. In case the toggle is disabled, the trigger won't work.

7. Create trigger.


  • To start the synchronization you need to Bulk Exalate on the trigger. It helps to synchronize all issues that fit trigger search query. Check how to bulk Exalate issues.


  • To stop the synchronization you need to Bulk Unexalate on the trigger. It helps to stop the synchronization of all issues that fit trigger search query. Check how to bulk Exalate issues.

2. Click Bulk Exalate 

Exalate will start the synchronization of all issues that fit the search query specified in this trigger.



See Also