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Wrike and Jira Sync: Setup Guide

Table 187. Availability - Legacy plans


Overview

Note

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

The Wrike and Jira sync is part of the Wrike Project Syncs add-on. The Wrike and Jira sync allows for automatic updates between Wrike tasks and Jira issues and epics. Both two-way and one-way syncs are available. Select or create a Wrike project and select the Jira project that you’d like to sync with Wrike and:

  • Wrike creates a task for each issue or epic in the Jira project.

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

  • By default, tasks in Wrike turn into issues in Jira. If there are epics in a Jira project, they’re synced as tasks and the issues they contain are synced as separate tasks.

Once the sync is in place, Wrike tasks become linked with corresponding Jira issues. and when you update a linked task, the linked issue is automatically updated, and vice versa.

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 Jira Sync: Overview.

Set up the sync

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

The steps below are for setting up the sync with the Jira cloud solution. Details about how to sync with Jira’s on-premises solution are available on Unito's Help Center.

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 Jira, 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 Jira, you need to enable the Project Syncs Add-On in your Wrike account. You can find instructions on how to do that on the Wrike Project Syncs overview page.

Step 2: Create a Jira test project and sync account

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

Create a sync account in Jira 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 Jira 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 Jira 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 Jira 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 Jira projects you want to sync.

Note

You only need to create a sync account in Jira. 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 Jira

To create your 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 Jira Cloud and you’ll be prompted to input your Jira Cloud URL.

  9. Select how you want to log in to Jira. You have two options (for both of them you'll see the configuration steps displayed on the screen):

    • With an API token:

      • Enter your username or email.

      • Enter the API token.

    • With OAuth login:

      • Follow the configuration steps displayed on the screen.

      • Click Authorize.

      • Click Allow.

  10. In the Project drop-down, select the existing Jira project you wish to sync.

  11. After setting up the Jira 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, Jira will show that the bot has updated the issue. In this case, if you’re processing the first sync, you need to create a project or folder that will be integrated with Jira. That project or folder will be available for selection in the future syncs.

    • If you choose Wrike via Username option, then the updates in Jira 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 the Test Mode and Auto Sync.

  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, issues, or epics, it may take a few minutes for the first sync to be completed. Tasks, issues, and epics are added continuously until all of them are synced.

To sync additional Jira projects with Wrike, repeat steps described in 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. Select 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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