When you setup a sync between two apps, Unito automatically matches up equivalent fields and synchronizes their data. This includes the obvious ones like titles and descriptions, but also some more subtle ones like due dates, durations, attachments, and priorities. You can review these defaults for the most common apps in the App Combos section.
But while defaults are great to get started, your workflow probably has some unique behavior, or an extra field you absolutely want to sync up. Especially if you're using custom fields in apps like Asana, Wrike or JIRA.
Here's how you can customize which fields are synchronized and how they translate between apps.
The first step is to determine the association between the fields of each app. Note we currently only support associating a field to a single other field; for example, you cannot sync the Asana due date to two fields in JIRA.
Start by opening the Fields tab of your sync settings. If you're creating a new sync, click the Customize button to expose the Fields tab. You will see the default field mappings. You can both remove the default mappings and add new ones.
The list of fields available depends on the app itself, as well as your custom fields configured inside those apps and projects, if any.
Not all fields are made equal! Some are numbers, some are plain text, some have a set list of possible values. Unito recognizes those data types and will only let you map compatible types (string-to-string, date-to-date, number-to-number). When you create a new mapping, once you select a field in one app, the list of fields in the second app will only show the compatible fields.
See Mapping Values below for fields with a list of allowed values.
While Unito is a two-way sync platform, some fields can only sync in one direction. This is indicated by one of the three arrow/direction icons.
Coming soon: you will be able to choose the sync direction for any field mappings, for example to sync comments in one direction only, and hide your top-secret internal discussion.
Special Unito Fields
If you're familiar with the apps you sync, you'll recognize most of the fields listed. Except for a few special fields we added:
- Title, description and comments
These are standard fields in all apps. They are automatically mapped and cannot be unmapped.
- Description Footer
This is a special block of text we add at the end of the description. It's great to list fields from another app that don't have any direct comparison. For example to display a JIRA Fix Version in Wrike, or an Asana Due Date in GitHub. Description footers are not editable so the sync is always one-way only. If you edit a footer, the change will be overwritten on the next update.
- Link to Task
This is a short message and link that points to the synchronized sister task. Great for quickly opening the synchronized task directly in the other app.
A description footer where we've mapped the Link to Task, Attachments, and Due Date.
Apps like Wrike, JIRA and Asana also let you create entirely new fields, such as effort, customer, opportunity size, etc. This is great to adapt these apps to your own workflows, and is even better when you want to sync across apps. Since Unito fully supports custom field synchronization, you can expose the full language and workflows of one app into another.
Once a custom field is created in an app, it will be listed in the field pulldown. We recommend you create custom fields with matching names and data types to keep things simple when synchronizing. If you try to sync priority with effort, you're in for some surprises...
A note on JIRA custom fields: For JIRA custom fields specifically, there are a few limitations on what we currently sync. For starters, the fields need to be single-valued - that means no array types or multi-select fields for now. Additionally, they have to be one of the following types:
Beyond that, the sky really is the limit when it comes to custom fields!
Some fields have pre-defined sets of values. For example, a Status field can have values defined by a workflow (e.g. To Do, In Progress, In Review, Done), and a Labels field is filled from a list of specific labels (e.g. Enhancement, Bug, CEO-Wants-This, etc). Unito lets you also match up these values together, so they don't even need to be exactly the same in each app.
Fields where you can map values will have an extra little customize icon, which expands into this:
Have a look at these articles for details on specific mappings: