How to Use the Sync Panel

The Sync Panel extension lets you check sync status and take sync actions directly from your system, without opening the Exalate app.

Create an Exalate Account

If you don't have an Exalate account yet, you'll need to create one before you can use the panel.

1. Open the Exalate extension from your browser toolbar.
2. Click Create an account at the bottom of the login screen.
   
3. Fill in your First name, Last name, Business Email, and Password (minimum 12 characters).
   Alternatively, click Sign up with Google to use a managed Google Workspace account.
4. Click Sign In.
5. Check your inbox for a verification email and click the link inside to activate your account.
6. Return to the extension.

Once your account is verified, you're taken directly to the panel.

Log in to the Sync Panel Extension

1. Open the Exalate extension from your browser toolbar.
2. Enter your Email and Password, then click Sign In.
   Alternatively, click Continue with Google.

The panel keeps you logged in across sessions. You'll only be asked to log in again when your session has fully expired.

If you haven't verified your email yet, login is blocked — use the resend option to get a new verification email.

View Sync Status

Open the panel on any item that you want to sync or view the sync status for. The sync panel shows the sync state for that item. 

The panel checks a few things before showing connection data — if something isn't set up yet, you'll see one of these states:

What you see	What it means
"Open a work item to get started"	You're not on an issue, ticket, or work item page. Navigate to one first.
"This platform isn't supported yet"	Exalate doesn't support your system yet.
"This system isn't connected to Exalate yet"	Your admin needs to register this system in Exalate.
"No sync connections set up yet"	The system is registered, but there are no active connections.
"You're not on the access list yet"	Connections exist, but your email domain hasn't been granted access. Contact your admin.

Once everything is set up, you'll see the work item's sync state:

• Not synchronized — the item hasn't been synced yet. See Sync Now in the next step.
  
• Synced — the item is connected and in sync.
  
• Syncing... — a sync operation is in progress.
  
• Error — something went wrong with the last sync. Contact administrator to find out more about error.

If the item has multiple connections, each one appears as a separate collapsible card. The header shows a summary, e.g. "2 connections · 1 synced · 1 error".

Sync Now

Sync Now is available when an item shows Not synchronized.

1. Click Sync Now on the panel.
2. On the Choose a connection screen, select the connection you want to use.
3. Click Start Sync.

The panel shows progress ("Step X of 6") while the sync runs. Once complete, the item moves to the Synced state, and the connected item appears in the panel. You can also navigate to the remote item using the link displayed. 

To sync the same item with an additional connection, click + Sync with another connection.

If the sync fails, the item moves to the Error state.

Unlink

Unlink removes the sync between the current item and its remote counterpart. It's available for the Synced or Error states. 

1. Click Unlink on the connection card.
2. Review the confirmation message — this will stop the sync and remove the link between items. The items themselves won't be deleted.
3. Click Unlink to confirm, or Cancel to go back.

Once unlinked, the item returns to the Not synchronized state.