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Wrike and GitLab Sync: Setup Guide

Table 195. Availability - Legacy plans


Overview

Note

The Wrike and GitLab two-way sync is powered by a partner: Unito.io. For even more information about how the two-way sync works, please check out Unito’s Help Center.

The Wrike and GitLab sync is part of the Wrike Project Syncs add-on. The Wrike and GitLab two-way sync allows automatic updates between Wrike tasks and GitLab issues. Select a GitLab project that you’d like to sync with Wrike and:

  • Wrike creates a task for each issue in the GitLab project.

  • For any task created in, or added to, the synced folder or project in Wrike, Wrike creates a GitLab issue in the synced project.

  • When you update a linked Wrike task, then the linked GitLab issue is automatically updated (and vice versa).

Once the sync is in place, Wrike tasks become linked with corresponding GitLab issues and when you update a linked task, then the linked issue is automatically updated as well (and vice-versa). Your teams are able to collaborate effectively while remaining in the tool that they’re most familiar with.

Tip

This page explains how to set up the sync. To learn how the sync works and what you can do after it's in place, please see Wrike and GitLab Sync: Overview.

Set up the sync

Account admins and owners can enable the Wrike and GitLab two-way sync.

Note

When you set up the integration, a Wrike Bot is automatically created for you. The bot doesn't take up a Wrike user seat. A sync account is not automatically set up in GitLab, and we strongly recommend creating one prior to setting up the first sync. You’ll find more details on how to do that in Step 2 below.

Step 1: Enable project syncs add-on in your Wrike account

Before setting up the two-way sync between Wrike and GitLab, you need to enable the Project Syncs Add-On in your Wrike account. You can find instructions on how to do that on the Project Syncs overview page.

Step 2: Create a GitLab test project and sync account

Each sync setup begins with creating a folder or project in Wrike and a project in GitLab that will be connected. To help you get a feel for how the sync works, create a test project in Wrike and in GitLab and use these projects for your first sync.

Create a sync account in GitLab to better track when updates are made as a result of the sync. If you use a sync account and a user updates a task’s title in Wrike, then in GitLab you’ll see that the title of the synced issue was updated by the sync account. If you don’t use a sync account, then GitLab will show that the user, whose credentials you selected to set up the sync, updated the issue.

To create a sync account, create a new GitLab user and name it Wrike Bot. Visit Unito’s Help Center to read more about what permissions the Wrike Bot account requires. Make sure you give the bot account access to the GitLab projects you want to sync.

Note

You only need to create a sync account in GitLab. In Wrike, there’s a special bot called Project Syncs Bot that is automatically added to your Wrike account when you set up the integration.

Step 3: Sync setup between Wrike and GitLab

To create the first sync:

  1. Click your profile image in the upper-right corner of the Wrike account.

  2. Select Apps and integrations.

  3. Click the Project syncs tab in the left panel.

  4. (Optional) If there are multiple Wrike accounts associated with your email, select the relevant one.

  5. Click the Create flow button.

  6. You’ll see two cards on the screen for the two systems that you sync. The card on the right is reserved for Wrike by default.

  7. Click the account drop-down and select Connect a new account.

  8. Select GitLab.

  9. You’ll see a pop-up with 2 options: GitLab and GitLab.com.

    • If you choose the GitLab option, enter your GitLab URL and follow the steps that will appear in the pop-up to set up your OAuth application.

    • If you choose the GitLab.com option, log in using the credentials of the bot account you created and authorize Unito.

  10. After login, select the existing GitLab project you wish to sync.

  11. After setting up the GitLab card, select a connector for Wrike on the right card:

    • The Wrike via Project Syncs Bot option is selected automatically. If you keep this option selected, GitLab will show that the bot has updated the issue. In this case, if you are creating the first sync, you need to create a Wrike project or folder which will be integrated with GitLab. That project or folder will be available for selection in future syncs.

    • If you choose Wrike via Username option, then the updates in GitLab will show that the user whose credentials you select to set up the sync updated the issue.

  12. After both cards are set up, scroll down to choose the preferred sync direction.

  13. Click Next. You’ll be directed to a page where you can configure rules.

  14. Leave the filters as is to sync all issues and tasks by default.

  15. Click Next. You'll see the Field Mappings section where you can select what information should be synced between issues and tasks.

  16. Click Next. You’ll see the Options section. Here, you can disable Test Mode and Auto Sync and customize workflow and content.

  17. Click the Create flow button when all the preferred configurations are set up.

Your sync is created.

Note

If you have a lot of existing tasks or issues, then it may take a few minutes for the first sync to complete. Tasks and issues are added continuously until they are all synced.

To sync additional GitLab projects with Wrike, repeat the steps starting from Step 3 above.

Edit existing syncs

  1. Click your profile image in the workspace’s upper right-hand corner.

  2. Select Apps and Integrations.

  3. Click the Project Syncs card.

  4. Click the three-dot menu button on the right side of the flow you wish to edit.

  5. Select Edit from the drop-down.

Now you can edit the sync.

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