Zoho BugTracker integration

Zoho BugTracker integration

Bugs in software development should be fixed as soon as possible. It is easier to track and fix bugs when they are compiled and listed separately. Integrate your Zoho Sprints account with Zoho BugTracker to track and manage your bugs.
  1. This is currently unavailable in CN DC
  2. Task and Story sync will not be available if the team is integrated with a Zoho BugTracker portal. Please move to Zoho Projects integration to sync Task and Story.

Configuration

  1. Go to Zoho BugTracker and click Setup.
  2. Scroll down to Marketplace and click Zoho Apps.
  3. Hover to Zoho Sprints and click Configure.
  4. Choose the workspace to be integrated and click Map Workspace.

Sync Projects

  1. Go to Zoho Sprints and click Projects.
  2. Navigate to Create and click Project.
  3. Fill in the details and check 'Sync To Zoho BugTracker'.
  4. Click Create.

To sync existing projects with Zoho BugTracker:
  1. Go to Zoho Sprints and click Projects.
  2. Hover over a project and then click  .
  3. Click Edit.
  4. Scroll down and enable 'Sync To Zoho BugTracker'.
  5. Click Update.

Sync Bugs

  1. Navigate to Backlog.
  2. Choose Create and select + Work Items.
  3. Enter the item name and fill up the other details. Once you select the Item Types as a bug, Zoho BugTracker option will appear.
  4. Enable it and click Create.

Sync Log Hours

It is a two-way sync and users can log hours for the synced work items. You can use this log hour sync to generate invoices for your team members.

Adding log hours in Zoho Sprints

  1. Select the bug.
  2. Navigate to Log Hours.
  3. Click the Log Hours button and fill in the required details.
  4. Click Add.

Log Hour Settings Mapping

Time log settings in Zoho Sprints
Time log settings in Zoho BugTracker
Log Hours Behavior
Approved
Submit with Approval

  1. If log hours are approved in Zoho BugTracker, they will be synced with Zoho Sprints.
  2. If the log hour is moved to pending state in Zoho BugTracker, it will be deleted in Zoho Sprints. Once it gets approved, it will be added back in Zoho Sprints.
  3. Log hours submitted in Zoho Sprints will be synced immediately.
Pending Submit with Approval

  1. Log hours will be added in the pending status from Zoho Sprints to Zoho BugTracker.
  2. If the log hour is approved in Zoho Sprints, then it gets approved in Zoho BugTracker.
  3. If the log hour is rejected in Zoho Sprints, then it gets rejected in Zoho BugTracker as well.
Pending
Submit without Approval

  1. Only the log hours approved will be synced to Zoho BugTracker.
  2. Pending log hours when approved from Zoho Sprints will be added to Zoho BugTracker.
  3. Approved log hours when rejected from Zoho Sprints will be deleted in Zoho BugTracker.
  4. If the log hour gets approved in Zoho Sprints but encounters a failure in Zoho BugTracker due to restrictions, it will not get approved in Zoho Sprints as well.
Approved Submit without Approval

  1. Log hours will be added with the status as 'Approved' in both the applications.
  2. If the log hour is rejected from Zoho BugTracker, then it will be moved to the 'Rejected' status in Zoho Sprints.
  3. If the log hour is rejected from Zoho Sprints, then it will be deleted in Zoho BugTracker.

Points to remember when logging time:

  1. Two-way sync for log hours. You can log hours for all the synced work items in both the applications.
  2. The status of the log hours is based on the time log settings predefined in both the applications.
  3. Log hour status (Approve, Reject, Pending) will be synced to Zoho BugTracker if you have enabled the 'Submit with Approval' status in timesheet settings in Zoho BugTracker.
  4. Rejected hours for the synced items will be deleted in Zoho BugTracker if you have enabled the 'Submit without Approval' status in timesheet settings in Zoho BugTracker.
  5. Two-way sync is enabled for edit and delete log hours.
  6. In Zoho BugTracker, if the timesheet settings are restricted to past or future dates:
  7. You can add log hours for the synced work items in Zoho Sprints.
  8. You cannot logged hours in the past or future dates that doesn't fall under the defined settings in both Zoho BugTracker and Zoho Sprints.
  9. Zoho Sprints allows timers to run beyond 24 hours. But if the time logged is beyond 24 hours, it will not be recorded in both Zoho Sprints and Zoho BugTracker due to the restriction limit in Zoho BugTracker.
  10. Any restriction in Zoho BugTracker will not allow the log hours to get recorded in both Zoho BugTracker and Zoho Sprints.
  11. Log hours should have the same billing type as Zoho BugTracker.
  12. The log hours get added in Zoho Sprints only if it is successfully added in Zoho BugTracker.
  13. The log hours get updated in Zoho Sprints only if it is successfully updated in Zoho BugTracker.
  14. All log hour restrictions in Zoho BugTracker applies to Zoho Sprints as well.
  15. If integrated items contain standalone log hours that have valid approval and no restrictions from Zoho BugTracker, they will be added to Zoho BugTracker whenever a field gets updated in Zoho Sprints.
  16. Whenever there are bulk-add actions in Zoho Sprints, the log hours remain recorded in Zoho Sprints despite the restriction in Zoho BugTracker.
  17. Adding and updating log hours in Zoho BugTracker will not be synced in work items of "completed sprints" in Zoho Sprints.

Sync Users

User sync is one of the main components in this integration as it helps coordination between the team members to work both in the waterfall and agile model.

Adding user

All the users from Zoho BugTracker will be added to Zoho Sprints but will be under 'Inactive' state. Only the Admin can activate the user in Zoho Sprints. And only after the user confirms the invitation email they can carry out the further operations.   
If the user has not confirmed or if the user is in 'Inactive' state in Zoho Sprints, then they:
  1. can perform allowed operations from Zoho BugTracker to Zoho Sprints.
  2. cannot view the operations in Zoho Sprints.

Role Mapping Between Sprints and BugTracker

Zoho Sprints
Zoho BugTracker
Team Owner
Portal Owner
Member
Admin, Manager, Employee, Contractor, Client User
When you add a new user (and client user) in the mapped project from Zoho BugTracker, the user will be added to Zoho Sprints. But at a team level, the user will be added only if they are part of any mapped project. 

Info
  1. User is synced from Zoho BugTracker.  This user has been moved to Active Status in Zoho Sprints and the user has confirmed the email invite. After the user has confirmed, the role is changed as Manager in Zoho Sprints. 
  2. User is synced from Zoho BugTracker. By default, the user has been added to 'Inactive' Status. Only after the confirmation the user will be shown as 'Active.
  3. The client user in Zoho BugTracker should be added to Zoho One to integrate with Zoho Sprints

Editing Users

When you modify the user details from Zoho BugTracker it gets automatically updated in Zoho Sprints. When you modify the project details and add it as a Zoho Sprints project, all the users will be synced to Zoho Sprints.

Deleting Users

You cannot delete a Zoho BugTracker user from Zoho Sprints. Alternatively, you can delete them at a team level but the user will only be moved to 'Inactive' status and will not be deleted. You have to delete the user from Zoho BugTracker to remove them from Zoho Sprints.

Deactivating Users

Deactivating synced users from both the applications will hold the user as an active user and they can perform all the operations.

Info
Can I sync Client and Vendor users from Zoho Sprints end?

Client and Vendor users are not supported in Zoho Sprints projects that are integrated with Zoho BugTracker. If you navigate to the Users module, only Team user option will be available in the integrated projects. If you enable Zoho Projects integration for an existing Sprints project that has Client and Vendor users, you will get an error stating that the project cannot be synced due to the presence of Client/Vendor users.

However, Client user is supported from Zoho BugTracker end. You can integrate a Zoho BugTracker project with Client user, but the user will be added as a team user in Zoho Sprints.

Profile-based permission

User profile permissions to perform sync between Zoho Sprints and Zoho BugTracker can be configured in your Zoho BugTracker marketplace section. Navigate to Zoho Sprints configuration page and select the required checkboxes to enable the profile-based permissions for both Zoho BugTracker and Zoho Sprints.

You can specify the permissions to add a project to Zoho BugTracker and add items as issues in Zoho BugTracker from Zoho Sprints. Based on the permission defined here, Zoho Sprints users' access to sync data to Zoho BugTracker will be enabled or disabled. In other words, the Sync to Zoho BugTracker capability will be accessible only to those with the profile permission.
Notes
Note:
  1. Permission settings of the team/workspace owner, admin, project owner are enabled by default and cannot be edited.
  2. If All profiles checkbox is enabled for Project/Item, every new profile that gets created will have the permissions enabled.
  3. Projects portal owner and admins can view or edit Zoho Sprints settings within Zoho BugTracker.

The Form Sync Settings tab allows you to configure the default sync in both Zoho BugTracker and Zoho Sprints. Switching the toggle button allows you to determine whether the sync in the project and item creation forms should be enabled or disabled by default.

On enabling default preference, the Zoho BugTracker sync checkbox in the creation form will be selected by default. If you do not want the sync to take place, you need to unselect the checkbox.


User group sync

User group sync enables you to bridge the user groups in Zoho Sprints and teams in Zoho BugTracker. It allows you to create user groups in either sprints workspace or bugtracker portal and have it synced to the other. The verification process for the email alias is also unified. Learn how to verify email alias while creating user groups.

User group sync behaviour

  1. New user groups created in Zoho Sprints will automatically be created as teams in Zoho BugTracker.
  2. Similarly, new teams created in Zoho BugTracker will automatically be created as user groups in Zoho Sprints.
  3. Existing user groups in Zoho Sprints will be synced to Zoho BugTracker when integration is enabled and vice versa.
  4. Users associated with the user groups in Zoho Sprints will automatically be added as users in Zoho BugTracker portal following the sync. However, they will be inactive users in the bugtracker portal and will not have access until activated by the portal owner.
  5. Similarly, users associated with the teams in Zoho BugTracker will automatically be added as users in Zoho Sprints workspace. These users will be inactive in the workspace and will not have access until activated by the workspace owner.
  6. Modifying user group name, owner, email alias (will require you to perform the email verification for the new alias), users, and projects in Zoho Sprints will automatically reflect in Zoho BugTracker and vice versa.
    Note: The email verification process for the alias will be triggered from both the Zoho Sprints and Zoho BugTracker. However, it is sufficient to verify from any one of those two applications.
  7. Deleting the user groups in Zoho Sprints will reflect in Zoho BugTracker and vice versa. However, the users associated with those groups will not be deleted from Sprints workspace or BugTracker portal.

Assign Epic

You can assign the epics defined in Sprints while adding bugs in Zoho BugTracker. Create a new bug and select the epic to which the bug needs to be associated.



When you access the item in Sprints, the epic will reflect in the work item.



Delete Integration

Warning
  1. The data sync between Zoho Sprints and Zoho BugTracker cannot be recovered after deleting the integration.
  2. Re-establishing the integration between the two applications, after deleting, will lead to duplication of bugs in Zoho BugTracker and duplication of work items in Zoho Sprints. The duplication occurs only when you try to sync items that were previously synced before deleting the integration.
To delete the integration between Zoho Sprints and Zoho BugTracker:
  1. Navigate to your Zoho BugTracker portal's Setup page.
  2. Click on Marketplace.
  3. Select Zoho Apps. The app listing page will appear.
  4. Click the Update button on the Zoho Sprints tile. The configuration page will appear.
  5. Click the Delete Integration button. A confirmation pop-up will appear.

  6. Select the checkbox and click the  Delete  button. The integration will be removed and sync between the two applications will be stopped.
Notes
Note :
  1. Only a user who is both a portal owner in Zoho BugTracker and a team owner in Zoho Sprints will be able to delete the integration.
  2. Deleting the integration will remove the sync between projects, items, comments, and timesheets in the two applications.
  3. Deleting the integration is supported only in Zoho BugTracker.


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