Copy Jira data

Before you start copying Jira data, you may want to understand:

• Permissions you need and other prerequisites

• What product data is copied

• Understand how copying affects your billing

• Manage users and groups when you copy product data

• Privacy and data protection when you copy product data

To copy Jira data, you must first create a copy plan. A copy plan is a collection of projects and related data such as issues, configurations, and settings. You can copy all users or users related to projects you want to copy. Depending on the number of projects you add, the time it takes to copy varies. We recommend that you create multiple plans and copy a small number of projects in each plan to stay within our soft limits. More about our soft limit recommendations

To start copying data:

1. Go to admin.atlassian.com. Select your organization if you have more than one.

2. Select Settings > Data management > Copy product data.

3. Select Create copy plan.

4. On the How it works page, select Next.

5. From the Select a product page, select Jira.

Choose your source and destination

You can copy data from one instance of Jira, known as the source, to another instance, known as the destination. The destination can be a new instance of Jira without any data or an instance with existing data.

1. Select the source and destination.

2. Name your plan. If you create multiple plans, you’ll be able to track the progress of a plan by this name.

3. Select Next.

Select the projects you want to copy

We include pages, attachments, and configurations with the projects you select. After you select projects you want to migrate, select Next.

Select data

On the Select data page, you choose the data you want to copy. You can copy all or parts of the data, along with projects.

1. In the users and groups section, select an option to copy users and groups:

2. In the Group memberships section, select whether to copy users and groups separately or together:

3. In the Customers and Organizations section, select whether to all customers and organizations or only customers related to the selected projects.

4. In the boards and filters section, select whether to cross-project boards and filters associated with selected projects, all or none.

5. Select Next.

Validate data

Before you can start copying, you need to run checks to identify potential problems or unwanted settings. At this step, we create and save the plan, and it’ll appear on the dashboard.

We’ve described some of the checks we do below:

Statuses and what they mean

When we finish checking your data, we mark the results with a status, indicating whether any attention is required.

Once you’ve fixed all the problems, select Next.

Review your selections

The Review your selections page allows you to review your copy plan. You can see the number of projects you’ve selected, the total size of attachments, and the estimated time it’ll take to finish copying. Below the summary, you’ll see a breakdown of the projects, users, and groups you’ve selected.

When you’re ready to copy data, select Copy data. You’ll be redirected to the dashboard where you can track and monitor the progress.

Use the dashboard

While you copy data, you can monitor the progress by keeping track of the status of a plan. There are five possible statuses.

We store data for 14 days from the day a plan is created. After 14 days, the plan expires. The Expires column allows you to track the number of days remaining for the plan to expire. Learn more about privacy and data protection when you copy product data

View detailed progress and status of a plan

When you copy data, you can monitor the progress and view the statuses of users, groups, and projects you’ve included in a plan. You can’t view details of expired plans or plans that have products under an organization for which you don’t have organization admin permissions.

There are two ways you can view plan details.

• Select the plan name, or

• Select More actions (•••) > Show details.

The plan details include:

• Source and the destination URLs.

• Summary of the plan that includes the status of the plan, the number of projects you’ve selected, and the total number of issues included with those projects. You can also see details of who created the plan, the time the plan was created, and the time you last validated the data.

• Progress and status of users, groups, and projects you’ve selected.

After copying your data

Onboard your users

If you chose to add users to the group separately, you’ll need to add users to their relevant groups to give them product access. Learn more about giving users product access

Users won’t get an email notification when they’re copied to another site. When you’re ready, you can invite your users by going to Administration > Users > Resend invite from your destination site. Alternatively, you can also give users a link to the destination site and they will be able to log in directly. Learn more about inviting users

Decide to keep or cancel your product subscription

Once you’ve copied your data, we recommend you keep the product for a few months before canceling your subscription. If you’re concerned about additional billing, you can cancel your product subscription.

To cancel your product subscription:

1. Go to Administration > Billing > Manage subscriptions.

2. Select Cancel subscription for the product you want to cancel.

Learn more about canceling subscriptions