Step 3 - Import data and settings into the Jira Cloud site (CFSJ)

Owned by Jeff Gleeson
Last updated: May 14, 2024 by Jeff Gleeson
3 min read

This step overrides any existing data on the Connector for Salesforce & Jira (Cloud). Ensure you have made the necessary backups if you have any important data on the cloud instance.

Prerequisites

  • You have completed Step 2 - Prepare your Jira Server migration data (CFSJ).

  • You have administrator access to your Jira Cloud site.

  • You have administrator access to Salesforce.

  • You have the Connector for Salesforce & Jira (Cloud) installed.

  • You have an active evaluation or active paid license for Connector for Salesforce & Jira (Cloud).

Import data and settings guide

  1. Log in to your Jira Cloud instance.

  2. Click on Settings  > Manage apps. Under User-installed apps, click on Salesforce & Jira Cloud Connector.

  3. Click on Migration Hub in the left menu.

    1. As soon as JCMA concludes the migration process on Server, the Jira project data is ready for import into Cloud from the JCMA data warehouse. For large instances, the migration may take some time to complete, and the project migration status may not be updated immediately. The  Migration Hub page will periodically refresh itself, and you can also manually refresh it until the project status changes.

    2. When the Status changes to ready, click Start Connector Migration to migrate application-related data to Cloud. 

    3. Next, select the SFJC-related projects you want to migrate. You can select multiple projects, if available. Click Next to continue.

    4. Review the SFJC-related projects ready to be migrated and click Migrate.

      1.  The project status will change from Ready to In Progress in the New tab.

        csfjira-proj-status.png

      2. When the SFJC-related project is completely migrated to Cloud, it will move to the Completed tab.

    5. SFJC data, including bindings, connections, and associations, has been successfully migrated to Cloud.

  4. Reauthorize the Salesforce connection prior to progressing to testing actual scenarios. Instructions are available on this page.

Testing the configuration

At this point, you might want to try testing out both scenarios below:

  • Create a new project in Cloud and test the connectivity of any issues in that project to Salesforce.

  • Create a new test issue on any known project that was recently migrated and test the end-to-end experience by connecting to Salesforce.

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