Filtering Items for Integration in Getint

Efficient integrations often require syncing only a subset of items rather than everything in a project. For instance, you may want to sync an item only when it reaches a specific state, acquires a certain status, or has a designated custom field value. With Getint, you can define filtering rules to ensure only relevant items are synchronized between apps, saving time and resources while keeping your data clean and focused.

Where to Find Item Filtering

In Getint, you can specify filters for each app in the integration. To define filter rules:

1. Click the FILTER icon located next to the app in your integration setup.

1. Filters are applied at the beginning of the sync process. If the defined rules are not met, the synchronization for those items will be halted, ensuring only items meeting your criteria are synced.

Setting Up Filter Rules

Once you click the FILTER icon, a sidebar will open where you can define the rules.

1. Define Item Sets

You can specify which items the rules will apply to by selecting one of the following sets:

• ALL items filter: Rules will apply to every item before synchronization begins.

• NEW items filter: Rules will apply only to newly created items that have not been synced before.

• SYNCED items filter: Rules will apply to items that have already been synchronized.

2. Add Rules

• Select a Field: Choose the field you want the rule to evaluate (e.g., Assignee, Status, custom field).

• Choose an Operator:

  • CONTAINS is the most commonly used operator. It allows you to input part of the field value (e.g., a status name) without requiring the exact ID or full name. Note: The CONTAINS operator is case-sensitive.

  • EQUALS and other operators are also available for precise matching.

• Add the Rule: Click the Add filter and then Apply button to save the rule to the list.

3. Manage Rules

• Remove a Rule: To delete a rule, click the TRASH icon next to the rule.

• Apply Rules: Once your rules are defined, click APPLY to activate the filters for the specific app.

• Save Integration: After applying the rules, save the integration to finalize the setup.

How Rules Are Evaluated

If you provide multiple rules within a single section (ALL / NEW / SYNCED), they will be combined using the AND operator. This means all rules must be satisfied for an item to pass the filter and be included in the sync.

Conclusion

The Item Filtering feature in Getint allows you to tailor your integrations to your specific needs, ensuring only the most relevant items are synchronized. This not only optimizes performance but also provides data integrity across platforms.

For further assistance or questions about item filtering, visit our Help Center or contact our support team.