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:
Go to admin.atlassian.com. Select your organization if you have more than one.
Select Settings > Data management > Copy product data.
Select Create copy plan.
On the How it works page, select Next.
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.
The dropdown menus for selecting the source and destination display the Jira instances for which you are an organization admin.
Select the source and destination.
Name your plan. If you create multiple plans, you’ll be able to track the progress of a plan by this name.
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.
In the users and groups section, select an option to copy users and groups:
Option
Description
Users and groups associated with selected projects
Copy only users and groups referenced in the projects you added to your plan. This includes users, groups, or roles referenced in standard or custom fields, user-generated content, workflows, and permission schemes.
Users, groups, and members of groups referenced in the selected projects
Copy users who are not directly referenced in the projects but are members of groups that are referenced in the projects. We will copy all the users and the groups to which they belong.
All users and groups
Copy all users and groups from your Jira users directory. This includes deleted users who will appear as former users.
2. In the Group memberships section, select whether to copy users and groups separately or together:
Option
Description
Users and groups separately
Copy users and groups without adding users to any groups. Users won't have access to any products or projects and won't consume the license.
Group membership will be preserved, meaning users will get access to products or projects and be counted towards your license.
3. In the Customers and Organizations section, select whether to all customers and organizations or only customers related to the selected projects.
Option
Description
Only customers related to the selected projects
Copy only customers referenced in the projects you added to your plan. This includes customers referenced in the standard and custom field, user-generated content, workflows, and permissions.
All customers
Copy all active and inactive customers and content associated with deleted customers.
4. In the boards and filters section, select whether to cross-project boards and filters associated with selected projects, all or none.
Option
Description
Only boards and filters associated with selected projects
All filters and boards created or shared with the projects you've selected
All cross-project boards and filters
Single and cross-project boards are created on or shared with the projects you've chosen to copy
Don't copy cross-project boards and filters
None of the cross-project boards and filters will be included
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:
User license on the destination
The number of users added to groups after migration should be up to the maximum allowed under the plan you’ve subscribed to on your destination. If you need to increase the user limit, upgrade your plan.
We recommend that your destination has the same apps as your source. These apps may either be Marketplace apps or apps you might have built and installed.
Duplicate projects on the destination
We can’t copy projects with the same keys, so you’ll need to remove them from the plan or delete them from the destination. Project keys are case insensitive, so we treat upper- and lower-case letters as being the same.
Groups with same names on the destination
We run this check only if you chose to preserve membership. We’ll check if there are groups with the same names on the destination.
Projects with public access
We copy project permissions as they’re configured on your source. When you make your projects available to anonymous users, this means anyone on the internet will be able to find and access your content. If you don’t want anonymous people to access this data on your destination, update the permissions on your source site.
When you copy data, we check for common problems, but you may find other problems. If you’re unable to fix any problem, contact support.
Statuses and what they mean
When we finish checking your data, we mark the results with a status, indicating whether any attention is required.
Status
What it means
Fix
We found problems with users, groups, or a specific project in your copy plan. You’ll need to resolve the error before you can copy data.
Check
We found problems with users, groups, or a specific project. You can copy data, but we recommend that you review the warning.
Ready
You’re good to go! You have no warnings or problems to resolve, and you can start copying data.
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.
Status
What it means
Queued
Data included in this plan is next in queue to be copied.
Running
Data included in this plan is currently being copied.
Complete
Data included in this plan was successfully copied.
Incomplete
Data included in this plan was partially copied. For example, this could mean that 10 out of 15 projects were copied.
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.
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 > Resendinvite 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:
Go to Administration > Billing > Manage subscriptions.
Select Cancel subscription for the product you want to cancel.
