Transfer data from team-managed to company-managed Jira spaces

Summary

Learn how to migrate data from a team-managed space to a company-managed space in Jira Cloud while preserving custom fields and relationships.

Overview

Migrating work items from a team-managed space to a company-managed space in Jira Cloud can be challenging, especially if you have a large dataset or custom fields. This guide combines the bulk move and CSV import tools to help you transfer your data with minimal manual effort.

Solution

Before you begin

• You need Jira administrator permissions.

• Test this process with a small set of work items before migrating your entire space.

• Some field types and configurations may not transfer directly. Review the custom fields and workflows settings in both spaces.

Step 1: Export work items from the team-managed space

1. Open your team-managed space in Jira Cloud.

2. Use the Export CSV (All fields) option to download all work items you want to migrate.

Step 2: Bulk move work items to the company-managed space

1. In Jira, select the work items you want to move.

2. Use the Bulk Change feature to move work items to your company-managed space.

   • The bulk move will transfer system fields, comments, and attachments, but custom field data will not be included.

   • The source work items will be removed from the team-managed space after the move.

Step 3: Export moved work items from the company-managed space

1. In your company-managed space, export the moved work items using Export CSV (All fields).

2. This export provides the new keys for your migrated work items.

Step 4: Prepare your CSV file

1. Open the CSV file you exported in Step 1.

2. Update the Work item Key column to match the new keys from the company-managed space (from Step 3).

3. Ensure your CSV includes all custom field data you want to import.

Step 5: Import custom field data using CSV importer

1. Go to Jira settings > System.

2. Under Import and Export, select External System Import > CSV.

3. If prompted, switch to the old import experience.

4. Upload your updated CSV file.

5. Select your company-managed space as the import destination.

6. On the field mapping page, map the following fields:

   • Work item Key

   • Summary

   • Any custom fields you want to update

7. Click Next, then Begin Import.

Tips and troubleshooting

• Always test with a small dataset first.

• Review field mappings carefully to avoid data loss.

• If you encounter errors, check for formatting work items in your CSV file or mismatched field names.