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Effective planning is essential for successful cloud migration, enabling seamless collaboration, optimizing enterprise apps, and ensuring security. If you’re moving to Jira Cloud, you’re in the right place. It offers scalability, automated updates, and less maintenance. However, a smooth migration needs meticulous planning and execution. Here, we present ‘The Ultimate Jira Cloud Migration Checklist’ to help you navigate confidently.

Pre-Migration Preparation

Assessment and Planning

  1. Evaluate the current Jira setup and configuration.
  2. Determine the scope of the migration (projects, issues, workflows, users, etc.).
  3. Identify any customizations or integrations that need to be migrated.

Backup and Data Export

  1. Back up all data from the current Jira instance.
  2. Export projects, issues, attachments, and configurations.

User Communication

  1. Inform users about the upcoming migration and any potential disruptions.
  2. Provide resources for users to learn about the changes.

Configuration and Customizations

Evaluate Add-ons and Integrations

  1. Identify installed add-ons and integrations and check their compatibility with Jira Cloud.
  2. Determine whether similar functionality is available in the Cloud version.

Recreate Workflows and Schemes

  1. Rebuild workflows, issue types, and issue type schemes in Jira Cloud.
  2. Adjust permissions and notification schemes as needed.

Custom Fields and Screen Configuration

  1. Review custom fields and recreate them in Jira Cloud.
  2. Adjust screen layouts to match the requirements.

Data Migration

Import Data

  1. Use Jira Cloud’s import tools to bring in projects, issues, and attachments.
  2. Validate the imported data for accuracy and completeness.

Mapping Users and Groups

  1. Map users and groups from the old instance to the Cloud instance.
  2. Ensure that permissions and roles are correctly assigned.

Testing and Validation

Functional Testing

  1. Test workflows, custom fields, permissions, and integrations in the Cloud environment.
  2. Verify that processes work as expected.

User Acceptance Testing

  1. Involve key users to test the Cloud environment and provide feedback.
  2. Address any issues or concerns raised during testing.

Post-Migration Activities

Training and Documentation

  1. Provide training sessions for users to familiarize them with the Cloud interface.
  2. Update documentation to reflect the new environment.

Communication and Support

  1. Continue to communicate with users about the successful migration.
  2. Offer support for any questions or issues that arise post-migration.

Monitoring and Optimization

Performance Monitoring

  1. Keep an eye on the performance of Jira Cloud after migration.
  2. Optimize configurations if performance issues arise.

Continuous Improvement

  1. Gather feedback from users and evaluate the overall migration process.
  2. Implement improvements based on lessons learned.

Final Checks

Data Integrity Check

  1. Double-check data accuracy and completeness in the Cloud instance.
  2. Resolve any discrepancies.

Switch DNS and Decommission Old Instance

  1. Once satisfied with the Cloud instance, switch DNS settings to point to the new instance.
  2. Decommission the old Jira instance to avoid confusion.


Migrating to Jira Cloud can be a game-changer for your team, but it requires careful planning and execution. By following ‘The Ultimate Jira Cloud Migration Checklist,’ you have a solid roadmap to guide you through each phase of the migration process. 

Doctor Pro for Jira is a powerful app designed to act as your proactive assistant, leading you on a seamless journey to achieve a pristine and optimized Jira environment. With its comprehensive set of features and intelligent capabilities, Doctor Pro for Jira takes the guesswork out of maintaining and fine-tuning your JIRA instance, ensuring that it operates at peak performance and efficiency. 

Say goodbye to complex issues and hello to a well-tuned and trouble-free JIRA experience with Doctor Pro for Jira.

Patrycja Kaczor

Head of Marketing