The Shorter Loop and Rally integration enables a seamless, one-way synchronization of work items from Rally into your Shorter Loop Product Backlog. This integration preserves your existing hierarchy (Epics, Features, User Stories), allowing you to visualize and manage your backlog in Shorter Loop while execution continues in Rally.
What You Can Do#
Import Hierarchy: Automatically sync Epics, Features, and User Stories while maintaining their parent-child relationships.
Map Work Items: Customize how Rally types map to Shorter Loop items.
Field Mapping: Map specific Rally fields (Name, Description, Tags) to Shorter Loop fields.
Real-time Updates: Automatically receive updates from Rally via webhooks when items are modified.
One-Way Sync: Changes flow from Rally to Shorter Loop, keeping Rally as your single source of truth for execution.
Getting Started#
Prerequisites#
To set up this integration, you will need:✅ Access to your Rally workspace.
✅ A Rally API Key with full access permissions.
How to generate a Rally API Key:3.
Click Create New API Key.
4.
Copy the generated key string (it usually starts with _).
Setting Up the Integration#
This is a multi-step process to ensure your data is mapped correctly.Step 1: Connect to Rally#
1.
In Shorter Loop, navigate to Product Settings → Integrations.
3.
Enter your Rally API Key.
Step 2: Select Project & Team Mapping#
Once connected, Shorter Loop will fetch all available projects from your Rally workspace.1.
Select the specific Rally Project you want to sync.
2.
Map this project to a specific Shorter Loop Team.This ensures that work items from the selected Rally project are assigned to the correct team in Shorter Loop.
Step 3: Map Work Item Types#
You need to define how Rally item types correspond to Shorter Loop hierarchy levels.Hierarchical Requirement (User Story)
| Shorter Loop Level | Recommended Rally Type |
|---|
| Epic | Portfolioitem/Epic |
| Feature | Portfolioitem/Feature |
| User Story | Hierarchical Requirement (User Story) |
You can map other types (like Defect) to User Stories if that fits your workflow.
Step 4: Map Fields#
Map the specific fields from Rally to Shorter Loop to ensure data lands in the right place.
The following fields are synced:Description → Description
Step 5: Complete Integration#
3.
Import all existing items based on your configuration.
Automatically create a webhook in Rally for you.
Start syncing updates in real-time.
How Synchronization Works#
🏗️ Hierarchy Maintenance#
The integration is designed to respect and recreate your Rally hierarchy in Shorter Loop:2.
Features are created and linked to their parent Epics.
3.
User Stories are created and linked to their parent Features.
🔄 Real-Time Updates (Webhooks)#
When you complete the integration setup, Shorter Loop automatically creates a webhook in Rally.No manual setup required: You do not need to manually configure webhooks in Rally.
Updates: When you change a Name, Description, or Tag in Rally, the change is automatically reflected in Shorter Loop.
Managing the Integration#
Disconnecting#
1.
Go to Product Settings → Integrations → Rally.
Disconnecting will automatically delete the webhook from Rally, stopping all future syncs. Existing data in Shorter Loop will remain.
