Wrike and Jira Sync: Setup Guide
Note
The Wrike and Jira sync is powered by our partner: Unito.io. For even more information about how the sync works, please visit Unito’s Help Center.
The Wrike and Jira sync is part of the Wrike Sync add-on, allowing for automatic updates between Wrike tasks and Jira issues and epics. Both two-way and one-way syncs are available. To set it up, select or create a Wrike project and select the Jira project that you’d like to sync with Wrike:
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Wrike creates a task for each issue or epic in the Jira project.
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For any task created in or added to the synced subfolder in Wrike, Wrike creates a Jira issue in the synced project.
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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. 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.
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. For details on syncing with Jira’s on-premises solution, please visit 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 before setting up the first sync. You’ll find more details on this in Step 2 below.
Before setting up the two-way sync between Wrike and Jira, you need to enable the Wrike Sync add-on in your Wrike account. Instructions for enabling the add-on can be found on the Wrike Sync overview page.
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Create test projects: Begin by creating a folder or project in Wrike and a project in Jira that will be connected. To familiarize yourself with the sync process, create test projects in both Wrike and Jira and use these for your first sync.
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Create a sync account in Jira: This helps track updates made as a result of the sync. If you use a sync account and a user updates a task’s title in Wrike, Jira will show that the title of the synced issue was updated by the sync account. Without a sync account, Jira will show that the user whose credentials were used to set up the sync updated the issue.
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To create a sync account, create a new Jira user and name it Wrike Bot. Visit Unito’s Help Center to learn about the permissions required for the Wrike Bot account. Ensure the bot account has access to the Jira projects you want to sync.
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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.
To create your first sync:
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Click your profile image in the sidebar.
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Select Apps and integrations.
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Click the Wrike Sync tab in the left panel.
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(Optional) If there are multiple Wrike accounts associated with your email, select the relevant one.
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Click the Create flow button.
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On the 1. Connect your tools card click Start here.
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You’ll see two cards on the screen for the two systems that you sync. The card on the left is reserved for Wrike by default.
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Click the + Choose account drop-down and select your Wrike account there.
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On the card on the right, select JiraCloud under Sync work in. Then, click the account drop-down and select Connect a new Jira account and you’ll be prompted to input your Jira Cloud URL.
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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):
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With an API token:
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Enter your username or email.
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Enter the API token.
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With OAuth login:
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Follow the configuration steps displayed on the screen.
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Click Authorize.
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Click Allow.
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In the Project drop-down, select the existing Jira project you wish to sync.
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After setting up the Jira card, click on + Choose account for Wrike on the right card:
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You can either choose the Project Syncs Bot. f 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.
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Or you choose the Username option, then the updates in Jira will show that the user whose credentials you select to set up the sync updated the issue.
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After both cards are set up, scroll down to choose the preferred sync direction.
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Click Next. You’ll be directed to a page where you can configure rules.
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Leave the filters as is to sync all issues and tasks by default.
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Click Next. You'll see the Field Mappings section where you can select what information should be synced between issues and tasks.
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Click Next. You’ll see the Options section. Here, you can disable the Test Mode and Auto Sync.
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Click the Create flow button when all the preferred configurations are set up.
Your sync is created.
Note
If you have a large number 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 the steps described in Step 3 above.
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Click your profile image 1 in the sidebar.
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Select Apps and Integrations 2.
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Select the Wrike Syncs 3 tab.
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Click the three-dot menu button 4 on the right side of the flow you wish to edit.
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Select Edit 5 from the drop-down.
Now you can edit the sync.