Set up a Connection in Basic Mode for Jira Cloud

    Before you set up a Connection in Basic mode ensure that you don't use an older version of Exalate.

    Connections in Basic mode 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.

    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 in Basic Mode.

     If you want to edit/delete Sync Rules, you must upgrade the connection to Visual Mode or Script Mode

    Set up a Connection in Basic Mode from Jira Cloud

    Attention: 

    It doesn't matter which side you start initiating the Connection from. The Exalate UI will remain the same.

    1. Navigate to the Connections tab in the Exalate console.

           Click SettingsApps & click Connections under the Exalate menu. 


    2. Click Initiate connection.


    3. Enter the Destination Instance URL.

    The Destination Instance URL is the link to the instance you want to set up a connection with. You can directly enter the link of that instance or the Exalate URL from the General Settings tab in the Exalate admin panel.

     If you enter the URL of your own instance here—Exalate will determine it's a local connection between 2 projects within your instance.

    Exalate will suggest available Configuration Modes based on the destination instance.

    4. Select Basic.

    5. Click Next.

    6. Select a project where you would like to sync entities received from the destination side. 

    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.

    Steps for: Yes, I have Admin Access

    Click Yes, I have admin access & Initiate the connection. 

    You will be required to verify access on the destination instance. After which complete the following steps on the destination instance.

    9. Select the project or repository where you want to sync entities.

    Selecting the project is not applicable to all platforms. In this case, the Connection will be established after the previous step.

    10. Click Confirm.

    The Connection has been set up. 

    Steps for: No, I don't have Admin Access

    Click No, I have admin access & Initiate the connection. 

    9. Click Copy invitation code.

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

    10. Click Done.

    Complete the following steps on the destination instance.

    11. Click on Accept Invitation under the Connections tab in the Exalate Admin Console in the destination instance and Paste the invitation code.

    12. Click Next.

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

    Selecting the project is not applicable to all platforms. In this case, the Connection will be established after the previous step.

    14. Click Confirm

    The Connection has been set up.