{"id":9693,"date":"2023-01-26T08:03:25","date_gmt":"2023-01-26T07:03:25","guid":{"rendered":"https:\/\/actonic.de\/?p=9693"},"modified":"2023-03-29T11:52:16","modified_gmt":"2023-03-29T09:52:16","slug":"the-perfect-guide-for-jira-to-jira-integrations","status":"publish","type":"post","link":"https:\/\/actonic.de\/en\/the-perfect-guide-for-jira-to-jira-integrations\/","title":{"rendered":"The perfect guide for Jira to Jira integrations"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<h2 id=\"Why-sync-2-or-more-Jira-instances?\" data-renderer-start-pos=\"1708\">Why sync 2 or more Jira instances?<\/h2>\n<p data-renderer-start-pos=\"1747\">There are many scenarios where syncing 2 Jiras can be useful. So, here are 2 examples:<\/p>\n<ol class=\"ak-ol\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"1838\"><span id=\"107139ac-438c-44c8-96b5-9d613cabe461\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"107139ac-438c-44c8-96b5-9d613cabe461\">Your d<\/span>evelopers might use Jira to track bugs, while your support team uses their own Jira instance to monitor customer issues. The support team wants to know when issues are fixed, and the developers want to know what issues customers are experiencing. An integration can share this data automatically, syncing the fields that each team needs.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"2185\">If you run a business that subcontracts deliveries, then the delivery company needs your customer data to do their job. You would like to know when products are delivered, and if there are any problems. Integrating Jira instances can connect both your systems, sharing exactly what you need without manual intervention.<\/p>\n<\/li>\n<\/ol>\n<h2 id=\"Choose-the-right-solution-first\" data-renderer-start-pos=\"2509\">Choose the right solution first<\/h2>\n<p data-renderer-start-pos=\"2543\">To integrate Jira instances successfully, you need the right tool.<\/p>\n<p data-renderer-start-pos=\"2612\">The tool introduced today is called <a class=\"css-tgpl01\" title=\"https:\/\/exalate.com\/\" href=\"https:\/\/exalate.com\/\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">Exalate<\/u><\/a>. Exalate is designed to provide complete flexibility, giving you full and secure control over what is shared, and when synchronization takes place.<\/p>\n<h2 id=\"How-to-integrate-multiple-Jira-instances-in-5-steps\" data-renderer-start-pos=\"2805\">How to integrate multiple Jira instances in 5 steps<\/h2>\n<p data-renderer-start-pos=\"2859\">Here\u2019s how to set up the Jira sync, using Exalate.<\/p>\n<p>[\/vc_column_text][vc_column_text el_class=&#8221;info-box-general&#8221;]<strong data-renderer-mark=\"true\"><span id=\"24dff699-522b-4377-b9ad-ba5586d983bc\" class=\"inline-highlight\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"24dff699-522b-4377-b9ad-ba5586d983bc\">Note<\/span><\/strong><span id=\"24dff699-522b-4377-b9ad-ba5586d983bc\" class=\"inline-highlight\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"24dff699-522b-4377-b9ad-ba5586d983bc\">: If you need a more detailed article, check out this <\/span><a class=\"css-tgpl01\" title=\"https:\/\/exalate.com\/blog\/jira-to-jira-integration\/\" href=\"https:\/\/exalate.com\/blog\/jira-to-jira-integration\/\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\"><span id=\"24dff699-522b-4377-b9ad-ba5586d983bc\" class=\"inline-highlight\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"24dff699-522b-4377-b9ad-ba5586d983bc\">Jira to Jira integration<\/span><\/u><\/a><span id=\"24dff699-522b-4377-b9ad-ba5586d983bc\" class=\"inline-highlight\" data-renderer-mark=\"true\" data-mark-type=\"annotation\" data-mark-annotation-type=\"inlineComment\" data-id=\"24dff699-522b-4377-b9ad-ba5586d983bc\"> guide.\u00a0<\/span>[\/vc_column_text][vc_column_text]<\/p>\n<h3 id=\"Step-1:-Install-Exalate-on-Jira\" data-renderer-start-pos=\"3003\">Step 1: Install Exalate on Jira<\/h3>\n<p data-renderer-start-pos=\"3038\">First, you need to install Exalate. You\u2019ll need to repeat this step on both your Jira instances. You can find Exalate in the <a class=\"css-tgpl01\" title=\"https:\/\/marketplace.atlassian.com\/\" href=\"https:\/\/marketplace.atlassian.com\/\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">Atlassian marketplace<\/u><\/a>, accessible by clicking your user icon in Jira.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;9694&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"3241\">Type \u201cExalate\u201d in the marketplace search field. Find \u201cExalate Jira Issue Sync &amp; more\u201d. Click the free trial button, then \u201cGet license\u201d.<\/p>\n<p data-renderer-start-pos=\"3378\">Choose whether you\u2019re using Jira Cloud, Server, or Data Center. Then provide your site\u2019s address.<\/p>\n<p data-renderer-start-pos=\"3478\">Next, you\u2019ll be redirected back to your Jira dashboard. Confirm your free trial, and you\u2019re ready to go.<\/p>\n<h3 id=\"Step-2:-Connect-the-Jira-instances\" data-renderer-start-pos=\"3584\">Step 2: Connect the Jira instances<\/h3>\n<p data-renderer-start-pos=\"3620\">Now you need to create a connection between the two instances. With Exalate installed, you can find its menu on the left, under \u201cManage Apps\u201d on Jira\u2019s administration screen.<\/p>\n<p data-renderer-start-pos=\"3797\">Click \u201cConnections\u201d in the Exalate menu, then click \u201cInitiate Connection\u201d.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;9696&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"3880\">Enter the URL of the other Jira instance in the popup.<\/p>\n<p data-renderer-start-pos=\"3937\">When connecting to a different instance, select your connection type, and then pick a configuration mode.<\/p>\n<p data-renderer-start-pos=\"4044\">You can also put in the URL of the same instance here to connect projects on the same system. In that case, you can immediately select a configuration type.<\/p>\n<p data-renderer-start-pos=\"4204\">Exalate gives you 3 options:<\/p>\n<ul class=\"ak-ul\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"4237\">Basic mode is included with the free plan. It picks sensible defaults for you and lets you synchronize up to 1000 items per month.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"4371\">Visual mode gives you a low-code visual interface to configure your connection with.<\/p>\n<\/li>\n<li>\n<p data-renderer-start-pos=\"4460\">Script mode lets you define sync rules using the \u2018Groovy\u2019 scripting language. It\u2019s powerful, and lets you create advanced rules for item mappings and triggers.<\/p>\n<\/li>\n<\/ul>\n<p data-renderer-start-pos=\"4625\">You also have to give the connection a name, and a description. That\u2019s useful when you have multiple connections.<\/p>\n<div class=\"rich-media-item mediaSingleView-content-wrap image-center css-1mzi1es\" data-layout=\"center\" data-node-type=\"mediaSingle\">\n<div class=\"css-keh0iz\">\n<div data-context-id=\"6782713934\" data-type=\"file\" data-node-type=\"media\" data-width=\"753\" data-height=\"455\" data-id=\"11b0372e-3f1d-4337-9555-16c7b22e5166\" data-collection=\"contentId-6782713934\" data-file-name=\"6c6r2u9mUK5m-4HE7SspwX0Ubl9e666DdRmNKeyNZEaEnd-tvxQ-l8BALyvskIe86aaokMOoI4ISuBhNe9ph5P8x5L5-yz5DgfmJHdKX2gFJ7IKPsAwSdc4e1bo0Hm38RpNvhPEpAUScBhy2HWj6zPxtHz7cTFdI6kKNmtpUVcPJ0rgTcRP2d9xsv8AsoQ\" data-file-size=\"19192\" data-file-mime-type=\"image\/png\" data-alt=\"\">\n<div id=\"newFileExperienceWrapper\" class=\"new-file-experience-wrapper css-xxlg03\" data-testid=\"media-card-view\">\n<div class=\"media-file-card-view css-1yn77bd\" data-testid=\"media-file-card-view\" data-test-status=\"complete\" data-test-media-name=\"6c6r2u9mUK5m-4HE7SspwX0Ubl9e666DdRmNKeyNZEaEnd-tvxQ-l8BALyvskIe86aaokMOoI4ISuBhNe9ph5P8x5L5-yz5DgfmJHdKX2gFJ7IKPsAwSdc4e1bo0Hm38RpNvhPEpAUScBhy2HWj6zPxtHz7cTFdI6kKNmtpUVcPJ0rgTcRP2d9xsv8AsoQ\" data-test-progress=\"1\"><img decoding=\"async\" draggable=\"false\" src=\"blob:https:\/\/actonic.atlassian.net\/b9277ba3-8fd9-4fc7-af77-db1fb4c58b84#media-blob-url=true&amp;id=11b0372e-3f1d-4337-9555-16c7b22e5166&amp;collection=contentId-6782713934&amp;contextId=6782713934&amp;mimeType=image%2Fpng&amp;name=6c6r2u9mUK5m-4HE7SspwX0Ubl9e666DdRmNKeyNZEaEnd-tvxQ-l8BALyvskIe86aaokMOoI4ISuBhNe9ph5P8x5L5-yz5DgfmJHdKX2gFJ7IKPsAwSdc4e1bo0Hm38RpNvhPEpAUScBhy2HWj6zPxtHz7cTFdI6kKNmtpUVcPJ0rgTcRP2d9xsv8AsoQ&amp;size=19192&amp;height=455&amp;width=753&amp;alt=\" alt=\"\" data-testid=\"media-image\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_single_image image=&#8221;9698&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"4746\">Pick the project you want to sync, click \u201cInitiate\u201d and Exalate will create the connection for you. To access the next steps, click \u201cconfigure sync\u201d right away, or, later, find your connection in the connections screen, and click the \u201cEdit connection\u201d icon.<\/p>\n<h3 id=\"Step-3:-Configure-your-connection-to-determine-what-gets-shared\" data-renderer-start-pos=\"5005\">Step 3: Configure your connection to determine what gets shared<\/h3>\n<p data-renderer-start-pos=\"5070\">The synchronization maps fields from entities on one instance to entities on the other. Usually, this is just a direct mapping, but you can change this.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;9700&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"5231\">On the \u201cRules\u201d tab, there is a list of rules controlling what is mapped to what.<\/p>\n<p data-renderer-start-pos=\"5316\">The <strong data-renderer-mark=\"true\">outgoing sync rules<\/strong> control how fields on your system are sent to the other instance. The <strong data-renderer-mark=\"true\">incoming rules<\/strong> control how fields on entities your instance receives are mapped to the equivalent entities on your system.<\/p>\n<p data-renderer-start-pos=\"5534\">You can change these rules to map to different fields.<\/p>\n<p data-renderer-start-pos=\"5593\">You can delete them, or comment them to prevent them from being applied. Furthermore, you could add specific values. For example, you could change <em data-renderer-mark=\"true\"><strong data-renderer-mark=\"true\">issue.description = replica.description <\/strong><\/em>to read <em data-renderer-mark=\"true\"><strong data-renderer-mark=\"true\">issue.description = \u2018from external team\u2019<\/strong><\/em>.<\/p>\n<p data-renderer-start-pos=\"5831\">Sync rules allow you to share precisely what you want and allow you to customize the integration to do what you need.<\/p>\n<h3 id=\"Step-4:-Automated-Synchronization-Triggers\" data-renderer-start-pos=\"5950\">Step 4: Automated Synchronization Triggers<\/h3>\n<p data-renderer-start-pos=\"5994\">Triggers set the conditions for syncing entities. Entities that match the conditions are synced. To create one, select the \u201cTriggers\u201d tab and click \u201cCreate trigger\u201d.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;9702&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; onclick=&#8221;link_image&#8221;][vc_column_text]<\/p>\n<p data-renderer-start-pos=\"6168\">On the popup that appears, you need to select the entity type the trigger applies to. You can also write a <a class=\"css-tgpl01\" title=\"https:\/\/docs.exalate.com\/docs\/triggers-in-exalate\" href=\"https:\/\/docs.exalate.com\/docs\/triggers-in-exalate\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">JQL expression<\/u><\/a> that matches what you want to sync.<\/p>\n<p data-renderer-start-pos=\"6329\">For example:<\/p>\n<p data-renderer-start-pos=\"6343\"><em data-renderer-mark=\"true\">project = BLUE AND labels = sync<\/em><\/p>\n<p data-renderer-start-pos=\"6377\">Will synchronize entities that match both those conditions.<\/p>\n<p data-renderer-start-pos=\"6439\">After the code, you can add a description to make it clear what the trigger is for. There\u2019s also a switch to activate and deactivate the trigger.<\/p>\n<p data-renderer-start-pos=\"6586\">You can create as many triggers as you require and can enable, disable and delete them as required.<\/p>\n<h3 id=\"Step-5:-Start-synchronizing\" data-renderer-start-pos=\"6687\">Step 5: Start synchronizing<\/h3>\n<p data-renderer-start-pos=\"6716\">Now that your connection is ready, you can sit back and watch it do the work for you. When first setting it up, you should test it to make sure it is doing what you need. If not, check for typos in your sync and trigger rules.<\/p>\n<p data-renderer-start-pos=\"6944\">Once you\u2019ve verified that it is working, you\u2019re done.<\/p>\n<h2 id=\"Conclusion\" data-renderer-start-pos=\"6999\">Conclusion<\/h2>\n<p data-renderer-start-pos=\"7012\">An integration makes sharing data much easier, and gives you a level of control that would be impossible using other methods. And it isn\u2019t hard to set up. With Exalate you can be ready in minutes. You can also tweak it as much as you want to match your exact requirements thanks to scripts.<\/p>\n<p data-renderer-start-pos=\"7304\">By using multiple triggers and customizing the sync rules, you can create an advanced system for data exchange that connects your teams\u2019 software automatically and helps you work together.<\/p>\n<p data-renderer-start-pos=\"7495\">It\u2019s fast, easy, and helps you maximize the benefit you get from your data.<\/p>\n<p data-renderer-start-pos=\"7574\">It has a <a class=\"css-tgpl01\" title=\"https:\/\/exalate.com\/integrations\/\" href=\"https:\/\/exalate.com\/integrations\/\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">30-day free trial<\/u><\/a><u data-renderer-mark=\"true\">,<\/u> and you can <a class=\"css-tgpl01\" title=\"https:\/\/exalate.com\/book-demo\/\" href=\"https:\/\/exalate.com\/book-demo\/\" data-renderer-mark=\"true\"><u data-renderer-mark=\"true\">book a demo<\/u><\/a> with the vendor if you want to find out how Exalate is tailored to your specific use case.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Many teams use Jira to store their data. But getting data from one Jira to another can become a big technical headache. <\/p>\n<p>In this article, you\u2019ll learn how a software integration can connect your multiple Jira instances and help teams work together, seamlessly.<\/p>\n","protected":false},"author":12,"featured_media":9707,"comment_status":"closed","ping_status":"open","sticky":false,"template":"single_cta.php","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[242],"tags":[342,301,280,309],"class_list":["post-9693","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles-atlassian-best-practises","tag-atlassian-best-practises","tag-it-news-en","tag-jira-en","tag-partner-articles-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The perfect guide for Jira to Jira integrations - Actonic \u2013 Unfolding your potential<\/title>\n<meta name=\"description\" content=\"Your perfect guide for Jira to Jira integrations \u27a1\ufe0f In 5 simple steps \u2714\ufe0f With Exalate \u2714\ufe0f Discover now!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/actonic.de\/en\/the-perfect-guide-for-jira-to-jira-integrations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The perfect guide for Jira to Jira integrations\" \/>\n<meta property=\"og:description\" content=\"Your perfect guide for Jira to Jira integrations \u27a1\ufe0f In 5 simple steps \u2714\ufe0f With Exalate \u2714\ufe0f Discover now!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/actonic.de\/en\/the-perfect-guide-for-jira-to-jira-integrations\/\" \/>\n<meta property=\"og:site_name\" content=\"Actonic \u2013 Unfolding your potential\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-26T07:03:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-29T09:52:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/actonic.de\/wp-content\/uploads\/2023\/01\/Jira-Sync-with-Exalate-EN.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"585\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Laura Niedermayer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Laura Niedermayer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/actonic.de\\\/en\\\/the-perfect-guide-for-jira-to-jira-integrations\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/actonic.de\\\/en\\\/the-perfect-guide-for-jira-to-jira-integrations\\\/\"},\"author\":{\"name\":\"Laura Niedermayer\",\"@id\":\"https:\\\/\\\/actonic.de\\\/en\\\/#\\\/schema\\\/person\\\/9bb53d836f8931dbd21a2ec90b243c27\"},\"headline\":\"The perfect guide for Jira to Jira integrations\",\"datePublished\":\"2023-01-26T07:03:25+00:00\",\"dateModified\":\"2023-03-29T09:52:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/actonic.de\\\/en\\\/the-perfect-guide-for-jira-to-jira-integrations\\\/\"},\"wordCount\":1125,\"image\":{\"@id\":\"https:\\\/\\\/actonic.de\\\/en\\\/the-perfect-guide-for-jira-to-jira-integrations\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/actonic.de\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Jira-Sync-with-Exalate-EN.jpg\",\"keywords\":[\"Atlassian Best Practices\",\"IT news\",\"Jira\",\"Partner Articles\"],\"articleSection\":[\"Atlassian Best Practises\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/actonic.de\\\/en\\\/the-perfect-guide-for-jira-to-jira-integrations\\\/\",\"url\":\"https:\\\/\\\/actonic.de\\\/en\\\/the-perfect-guide-for-jira-to-jira-integrations\\\/\",\"name\":\"The perfect guide for Jira to Jira integrations - 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