> For the complete documentation index, see [llms.txt](https://msplannertojira.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://msplannertojira.gitbook.io/docs/basics/sync-types.md).

# Sync types

When creating a new sync, you first choose the **sync type** and **direction**.

<figure><img src="/files/bvIEg9KQUaaK1N3A1TwI" alt=""><figcaption></figcaption></figure>

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### One-time Sync

Runs once to transfer tasks between Microsoft Planner and Jira.

* Useful for initial setup or ad-hoc transfers
* Does **not** keep systems updated after the sync completes

Available directions:

* **From Planner** → Jira
* **To Planner** → from Jira

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### Automated Sync

Keeps Microsoft Planner and Jira aligned on a schedule (every 5 minutes).

* Runs in the background, no manual work needed
* Ideal for ongoing collaboration across tools

Available directions:

* **From Planner** → Jira
* **To Planner** → from Jira
* **Two-way sync** → tasks update in both systems

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### Choosing a Direction

* **From Planner**: Jira issues are created or updated from Microsoft Planner tasks
* **To Planner**: Microsoft Planner tasks are created or updated from Jira issues
* **Two-way sync** (automated syncs only): Changes flow in both directions, keeping tasks aligned

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### What happens to tasks the connector doesn't manage?

The connector only touches tasks it has created or linked. Other tasks in the same plan or project are left untouched — but the behavior depends on sync direction:

* **One-way (Jira → Planner):** Only Jira issues (matching your JQL filter) are synced into Planner. Any tasks you create manually in the Planner plan are ignored by the connector — they stay in Planner only.
* **One-way (Planner → Jira):** Only Planner tasks are synced into Jira. Jira issues created outside the sync are not affected.
* **Two-way sync:** Manually created Planner tasks **will be synced to Jira** as new issues (and vice versa). If you want some tasks to exist only in Planner, use a one-way sync instead.

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### Deletion behavior

The connector **never deletes** tasks or issues in either system. Here's what happens when an item is deleted:

* **Two-way sync**: If a Jira issue or Planner task is deleted, the connector **skips** it — the corresponding item in the other system is left untouched and will not be recreated or removed.
* **One-way sync** (From Planner or To Planner): The **source system is the source of truth**. If the destination item is deleted, the connector **recreates it** from the source on the next sync cycle. If the source item is deleted, nothing happens — the destination item remains as-is.

In all cases, deleting an item in one system will never cause a deletion in the other system.

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✅ Select the option that best fits your workflow, then click **Next** to proceed with setup.

[<br>](https://msplannertojira.com/docs/dashboard)