Now that you have successfully Connected Roadmunk to Jira, this article will show you how to synchronize your roadmap items with your Jira issues.

Tell Roadmunk how to Log In to Jira 

To setup your roadmap integration, simply: 

  1. Open a roadmap.
  2. Click on the Integrate button located at the top right of the screen. 
  3. In the dropdown, select Setup Jira Integration.
  4. Click Next to select your teams Jira Server. That's it! You have successfully setup your Jira Server.

Configure your Synchronization Settings

Follow these steps:

  1. Choose to setup either a One-Way or Two-Way Jira Synchronization. A one-way sync will let you import your Epics, Stories and Issues. A two way sync will let you automatically sync your Epics, Stories and Issues back and forth between Roadmunk and Jira. 
  2. From the Schedule dropdown, select how frequently you would like changes to be synchronized. 
  3. Click Next
  4. Click the Add Credentials button to enter in your Jira Username and Password.

Want more detail about the differences on One-Way and Two-Way Jira Synchronization? Check out this article.

Pulling In Issue Types and Statuses from Jira into Roadmunk

  1. Select the Jira Project you want to bring into Roadmunk from the Project dropdown. 
  2. Select the Issue Type (Epic, Stories) that you want to bring into Roadmunk from the Issue Type dropdown. 
  3. Select the Status of the project.
  4. Under Import Issue History you can choose if you want to import issues from the past year, 90 days, 30 days, or All Issues. Selecting Only Future Issues will only import issues into your roadmap created after today. 
  5. Click Next.

If you need more control over which issues Roadmunk should bring in from Jira you can use the JQL option. Check out Filtering Jira Issues using JQL.

Next, you will be able to select the fields that you want to synchronize to your roadmap.

Map Dates and Sync Fields 

  1.  Under Dates to Map, you can select the Jira dates that you would like to map to Roadmunk. 
  2. Under Fields to Sync, select the Jira fields that you would like to synchronize to Roadmunk.  Click here for a list of supported Jira fields to sync with Roadmunk. 
  3. Click Next.

Click Finish to complete the setup process. 

Congratulations! your roadmap will now start synchronizing with Jira. 

Troubleshooting Tips:
If you're having trouble connecting to your Jira Server, your IT team may need to add Roadmunk's IP addresses to a whitelist. Please contact Roadmunk's customer success team for assistance.

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