Why should I create a dedicated sync account?
When you connect your favorite apps accounts, the system will use the accounts you authorized to perform the syncs between the two platforms. This means these authorized accounts will be designated as the source of any changes/comments synced. While this may be just fine for some users, you are likely to get a better experience if you instead use dedicated accounts for the integration.
For example, if Eryk sets up the sync with his own personal account, this is how a comment from another team member (Fred) would look when it is synced in Wrike:
While it does specify who the comment was from within the comment itself, it is still attributed to Eryk, and this may cause some confusion.
With a dedicated sync account, you remove this confusion because the comment owner is the neutral sync account, making the rightful commenter is more evident. We recommend using the name Sync or Sync Bot for your sync accounts.
1. Create the Sync Accounts
When using Unito embedded into Wrike
A Wrike sync account will automatically be created for you. Next, you will have to create one yourself in the other app you sync. You can name them what you want (ie. Sync Bot) and we recommend that you name them both the same so as to maintain congruence throughout.
Creating a sync account in any of your favorite apps is pretty straightforward: you just create another account in this app (not Unito) with a different email and invite it to your organization account in the app.
Tip: If you're using Gmail, you don't have to create a new email address; you can just add a "+syncbot" at the end of your name (e.g. firstname.lastname@example.org) and it will count as a new address, while still receiving all emails.
Your sync accounts must have the correct permission configurations, so ensure that the accounts have full read/write permissions to the projects and folders you wish to sync.
Your sync account must be a regular user. If you use the sync user automatically created for you in the embedded version of Unito, it will already have the required permissions.
Make sure the Sync Bot account has access to the teams and projects you want to sync.
Make sure the Sync Bot is either an owner of your organization (recommended) or a collaborator of the repositories you want to sync.
Make sure the Sync Bot is an Admin of your team and a Board Admin in any of the Trello boards you want to sync. It will ensure all informations are well synced.
2. Change the account used to sync in Unito
Here's how to switch your sync account from your personal account to the dedicated sync account:
- Log out from your personal account in the tool (e.g. in Asana, JIRA, etc.) itself.
- From the Unito dashboard, locate the YOUR ACCOUNTS sidebar, and click the ADD ACCOUNT button in the Tool panel.
- The popup window will ask you to connect your account, enter your sync account credentials.
- Authorize the connection. You'll now have at least two linked accounts in the tool account panel.
- Edit the sync you want to transfer by clicking the down arrow at the right-hand side of your sync and selecting EDIT.
- On the tool settings tab, expand the SYNC ACCOUNT pull-down and select the new account you wish to use for synchronization.
- Click SAVE & SYNC.
Your sync will begin synchronizing with the new account.
Note: You can only change an account that has access to the synchronized project or folder.