Migrating from Viva Goals to Atlassian Goals

[#1]

Hi community,

Nicola here from the Atlassian Goals product team! With Microsoft announcing the retirement of Viva Goals, we understand that transitioning to a new goal-tracking solution can feel daunting. If you’re searching for a new home for your goals, we’re here to help.

The good news is that your organisation already has access to Atlassian Goals. As a Platform app, Goals comes pre-loaded and integrates seamlessly with the apps your teams use every day. If you’re considering your next steps, we offer migration paths to help you make the switch with confidence.

Why migrate to Atlassian Goals

• Goal-aligned work – a key pillar in Atlassian’s System of Work: Goal-aligned work forms the foundation of Atlassian’s System of Work. We believe companies achieve the greatest impact when work aligns with goals and all goals are visible across teams. Guided by this philosophy, Atlassian Goals continues to evolve to empower your teams.

• Goals that live where work happens: Integrate goals into daily work. By connecting seamlessly to the apps your teams use, you can easily see how work contributes to the bigger picture.

• The source of truth for your goals: Break down silos across teams by making it easy to discover and get behind shared goals, whichever framework you use.

• Easily track latest progress and updates: Goals' built-in communication practice helps keep teams and leadership updated on progress, so they can respond effectively to change.

Want to see Atlassian Goals in action? Join our upcoming webinar on November 18th and 19th: Drive goal-aligned work with Atlassian Goals and Projects

Migration at a glance

To help ensure you can keep tracking progress toward your goals, we can help you easily migrate from Viva Goals to Atlassian Goals. Here is a step-by-step process for migrating to Atlassian Goals:

1. Prepare your data

Clean up your goals in Viva Goals before exporting your data. Now is a great time to assess what data you would like to migrate to Atlassian Goals.

2. Export your Viva Goals data

This can be found via Admin > Export Tab > JSON export format. See Microsoft’s documentation for further information.

3. Verify your email addresses are correct

Ensure all Viva Goals email addresses in the exported files match those of Atlassian accounts, and the accounts can access the Goals app.

4. Import your data to Atlassian Goals

1. Lodge a ticket with Atlassian Support, use the category “Technical issues and bugs”

2. Select any product on the cloud site where you want your Goals migrated.

3. In the Summarise your issue field, enter “Viva Goals to Atlassian Goals migration.”

4. Provide the following in your request to speed up the import:

   • Your Atlassian Cloud site URL and Cloud ID (where goals should be imported).

   • A main contact email address who has permission to create goals in that site.

   • Your exported Viva Goals JSON (attach the ZIP or JSON files).

5. After you submit the ticket, an Atlassian Support engineer will guide you through validation and scheduling of the import.

5. Get started with Atlassian Goals

Now that your goals have made it to Atlassian, you and your team are ready to get started! Explore these resources to help your teams get started with Atlassian Goals: documentation, Atlassian University, or join our upcoming webinar to learn how to drive goal-aligned work.

What to expect during the import

• Verification: We’ll verify your target site and the scope of data to import.

• Processing: We’ll run the import job using your JSON export and monitor progress.

• Confirmation: You’ll be notified when the import starts and completes, with a summary of successes and any items that need attention.

What data is migrated to Atlassian?

The importer migrates your goals, metadata, and hierarchies, retaining as much as possible. This includes goal titles, types, owners, target dates, statuses, parent-child relationships, and updates. Some Viva Goals-specific fields may not be preserved.

We recommend reviewing imported goals and making any necessary adjustments. For detailed information on the import process, including a pre-import checklist and a complete list of imported fields, see the support document. 

➡️ Ready to migrate from Viva Goals to Atlassian Goals?

Lodge a ticket with Atlassian Support to get started.

[Micah Schaafsma]

Thanks for offering this service!  

We had to stop our use of Atlassian Goals because there was no way to restrict edit access. We've had cases of folks accidentally updating or altering our goals and there was no accessible logging to figure out what they did.  We're really looking forward to when we this feature so we can move corporate goals and projects back into the platform.

[ATLAS-170] Goal View-only permission - Create and track feature requests for Atlassian products.

[Margo Sakova - OKR Board for Jira by Oboard]

Hi @Micah Schaafsma

It's sad that permissions issues blocked you from using Goals.

Just a heads up - we have multiple levels of user permissions for goals, progress history and audit log within Oboard strategy management app. The migration tool from Viva Goals is also available.

The pricing is roughly $1 per user, depending on a tier.
If you'd like to see it in action I can host you a demo.