Our new integration feature simplifies the process of linking Jira projects with your R&D platform, Synnch. This reduces redundant work and ensures your data is streamlined for R&D tax incentive claims. Follow this guide to connect, match, and sync your projects effortlessly.
Benefits of the Integration
Time Savings: Reduce the effort of manually populating data in both Jira and Synnch.
Accurate Data: Ensure your R&D activities are well-documented and matched with relevant Jira tasks.
Streamlined Claims: Facilitate audit-ready documentation with AI-generated summaries that substantiate your claims.
Step 1 - Access the Sessions Page
Navigate to the Sessions Page in Synnch.
Here, you can view all previous sessions, check their statuses, and manage them.
To start a new session, click the Create New Session button.
Step 2 - Set Up a New Session
In the New Session setup, select a project from Synnch.
Choose Jira tickets using one of the following methods:
a. Jira Filters
b. Projects
c. JQL (Jira Query Language)
additional:
Date Filters
Once selections are made, proceed to the next step.
Step 3 - Review Jira Tickets Summary
The system will analyze your filters and generate a summary of the detected Jira items, including:
Tickets
Issues
Bugs
Epics
2. Review the summary page to confirm the data is accurate.
Step 4 - Match Projects and Activities
On the next page, you will see a list of all Synnch projects and their associated R&D activities.
Each project is listed as a header, with activities displayed below.
For each activity, click the Evaluate button to:
-Match or unmatch the activities with the Jira items detected in Step 3.
-Select specific activities you want to evaluate further.
Step 5 - Evaluate Matching Details
For the activities you selected, navigate to their detailed evaluation pages.
Here, the system uses AI to:
-Automatically match Jira items to activities.
-Highlight mismatched items for manual review.
You can manually match or unmatch Jira items as needed.
Step 6 - Generate a Summary
Once matching is complete, the system generates a detailed summary for each activity based on its relationship with the Jira items.
This summary text is automatically created for all activities selected in Step 4.
Step 7 - Sync Back to Synnch
Click the Sync button to copy the generated summaries back to Synnch.
The synced data populates the respective projects and activities in Synnch, ready for use in substantiating your R&D claims.
This step eliminates the need for manual entry, saving time and ensuring consistency.
By following these steps, you’ll maximize the efficiency of your R&D project management and compliance efforts. If you have questions or need assistance, feel free to reach out to our support team!