Automation basics
Understand the general concepts and best practices of automation in Atlassian cloud products.
In Jira Cloud, you have the option of importing and exporting your automation rules. This is useful for when you have to move your data from one Jira Cloud site to another, or if your team is migrating from Jira Server to Jira Cloud.
You must be a global administrator to import and export automation rules. Learn more about global permissions.
Jira automation provides a quick way to export all your automation data into one file.
In Jira settings, select System > Automation rules. You’ll be navigated to the global Automation screen.
In the top right corner, select … > Export rules. This will download a JSON file containing all global and project-scoped automation rules.
Things to be aware of when importing automation rules
Server to Cloud: After migrating rules from Automation for Jira Server to Jira Cloud, you may have to reconfigure your rules. In particular, there’s a strong chance that data specific to your Jira instance such as Statuses, Issue types, or Fields and custom fields won’t map correctly and those rules will need to be reconfigured. Note than importing and exporting automation rules work only for one-to-one migrations, that is, from a single Jira Server or Data Center to one Jira Cloud site. This method is not supported incase of federation (one to many) or consolidation (many to one) of multiple instances into a single or multiple Jira Cloud site(s).
Cloud to Cloud: You may also need to reconfigure your rules when migrating from one Jira Cloud site to another, but this is more likely to be successful.
File limit: Your JSON file must be 5MB or smaller. If your file is too big, you can export your rule in multiple segments.
Once you have your JSON file, you can then import that automation data to any Jira site.
In Jira settings, select System > Automation rules. You’ll be navigated to the global Automation screen.
In the top right corner, select … > Import rules.
Select Upload JSON or drag and drop your JSON file to the area inside the dotted line.
Select the rules you want to import and the scope of projects for each rule.
Optional: Select Import rule owners to import the rule owners from your file. If this isn’t selected, the person who imported the rules will be listed as the rule owner.
If importing from Server/Data Center: You’ll need to manually change the account IDs for your rule owners, because these are different in Cloud.
If importing from Cloud: No changes need to be made to the JSON file, but you’ll need to ensure those users are in your Jira Cloud site.
Select Let's do this to finish the import.
All imported rules will initially be disabled and you’ll have to enable them to use them. If a rule with the same name already exists, the imported rule’s name will become Copy of [rulename].
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