Jira migration checklist for a controlled cutover

The decisions and checks to complete before, during and after Jira migration.

Key takeaways

  • Migration has an owner, scope and cutover date.
  • Trial import comes before the final export.
  • Final verification ends with a clear source-of-truth rule.

Before migration

  • Assign a migration owner and administrators.
  • Inventory active projects and JPD spaces.
  • Decide what remains archive-only.
  • List custom statuses, types and required fields.
  • Agree on a cutover date and change freeze.
  • Tell the team where new work starts after cutover.

Trial import

  • Export CSV with all fields.
  • Run preflight without writes.
  • Map statuses, types, priorities and users.
  • Add real sprint dates when missing.
  • Review warnings and unsupported fields.
  • Import one representative project.

Verification

  • Compare open item counts.
  • Check epics, parent/subtask relationships and sprints.
  • Open items with comments and blocking links.
  • Review unassigned users.
  • Check JPD opportunities, interviews and insights.
  • Record manual corrections before final import.

Final cutover

  • Stop entering new work in Jira.
  • Create the final export.
  • Repeat import. Stable Jira identities prevent duplicates.
  • Review conflicts for manually changed items.
  • Declare WorkThroughLine the source of truth.
  • Keep the original Jira export as an archive.

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From idea to delivery

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