This walkthrough will guide you through the process of setting up a two-way sync between multiple Jira projects with Unito. Below, we’ll show you how to send Jira issues from a primary dev roadmap project to a secondary “dev to-do” board. When tasks from the to-do project are marked “done” they’ll move to the “done” folder in the primary roadmap project. No one needs to manually inform anyone else about task progress. Instead our issues, tasks, or tickets will update automatically based on activity in either Jira project.
There are many different reasons and ways to sync task/issue data with Unito. Think of this article as inspiration for your use case, whatever it may be. If you’d like to browse through more of our Jira articles before you start automating, you can check out our beginner’s guide to Jira, this overview of Jira for project managers, or version control 101.
Why sync issues between multiple Jira projects?
Syncing issues between Jira projects is a smart next step for any professional who’s ready to up their workflow automation game. This integration will allow you to:
- Create a new issue in one Jira project based on open issues in another based on the labels you apply:
- Send those same Jira issues back to your master project as soon as they’re marked done.
Here’s what our synced Jira projects will look like after connecting them with Unito:
Who should sync Jira issues between multiple projects with Unito?
Any active Jira user or project manager can obviously benefit from this kind of advanced integration. Typically Jira Cloud is most popular in the software, professional services, media, education, or healthcare industries. In terms of teams, you’ll find Jira users working in DevOps, software development, reporting, project management, etc.
The nice thing about this flow is that it’s simple and repeatable. When you’re finished with this guide, we’ll show you how to easily duplicate it in Unito to sync additional Jira projects. That can be extremely useful if you have one main hub from which you’d like to oversee and delegate tasks in multiple other projects.
Plus, syncing issues between multiple Jira projects with Unito saves time for anyone manually checking on ticket progress. Key details of your issues stay in sync automatically so users in either project can access the same information without switching tabs.
Before we sync issues between multiple Jira projects:
- Make sure your account has administrator access with global permissions.
- Add a label specifically for this integration to any issues you want to sync. In Step 3, you can tell Unito to only sync issues with that label to other Jira projects.
Step 1: Connect each Jira Cloud project to Unito
- Login the Unito App and click + Create Flow.
- Now, click Start Here to connect your tools.
- Next, select +Add a tool to this flow in either column. Then, +Choose account to specify the Jira projects you plan on syncing. The order in which you connect them doesn’t matter.
- Click Confirm.
Step 2: Set a flow direction between Jira projects
This step tells Unito where to create new Jira issues. Next, we’ll tell Unito when to create those issues. For now, simply choose the direction you prefer, and select confirm.
- Two-way flow direction: issues originating in either Jira project will appear in the other automatically.
- One-way flow direction: only issues originating from one Jira project will appear in the other automatically and not vice versa.
Step 3: Set conditions to specify which issues to sync between multiple Jira projects
- Select Add a new trigger and search for the label you want Unito to look for when it syncs issues between projects.
- Select Confirm.
This is a basic set of rules that sends specific issues from one Jira project to another. When you’re ready , we encourage you to explore your own, more advanced set of rules that better suit your needs.
Learn more about setting rules here.
Step 4: Select which issue details to keep in sync between Jira projects
Fields represent the details of each Jira issue, ticket, or task. This includes: assignee, issue number, attachments, comments, due dates, status, label, etc. Unito can auto-map your fields if you prefer to begin with a template, or you can try a DIY approach.
Each field mapping is fairly intuitive: subtasks map to subtasks, issue type to issue type, etc. Each field mapping can have its own directional sync. This is useful in case you’d like to restrict changes in a particular field from affecting the other Jira project.
Any field mapping with a gear/cog icon can be modified to further customize your integration. For example, we can specify to Unito how issue status in one project relates to issue status in the other.
You can learn more about field mappings here.
Step 5: Save, close, and launch your Jira to Jira integration
And that’s it! Just like that, you’ve built a two-way flow to automate issue creation between Jira projects with Unito!
If you’ve followed the steps above, your flow will now:
- Create new Jira issues in your secondary project whenever an issue in your primary is labelled according to your rules.
- Keep those issues in a live two-way sync.
What’s next after you sync multiple Jira projects with Unito?
- Unito’s flow duplication feature lets you copy existing flows, keeping your rules, mappings, and many other settings intact. This allows you to sync multiple Jira projects to a master without starting each flow from scratch.
- Promote collaboration between technical and non-technical teams by syncing Jira with Trello, monday.com or Asana.
- Read a case study from a Unito user who did just that.
- Build an automated ticket escalation queue from Jira Service Management to Jira Cloud.