Hello -
I am a project manager for a tech agency managing projects for the agency's clients. We have our agency account on jira where we manage and track all client project under respective spaces.
One particular client wants to manage the project under their jira account.
How do I migrate all of the data of this client's space from my agency's account to their?
Details;
- I am admin on my account and on theirs's as well
- I have tried cloud transfer but the "destination" dropdown appears blank
- I have tried csv import from my agency account, but when I upload the file on the client's Jira, it does not move forward from the "map fields" page. The "next" button does not work.
Need help here.
Cheers
Hello @QA Team
Welcome to the Atlassian community.
Is the account that has Organization Admin access in your company's Atlassian Cloud Organization the same account that has Organization Admin access in the client's Atlassian Cloud Organization?
Is the same account a Jira App Admin in both Cloud Organizations and a Jira App User in both Organizations?
The above are prerequisites for copying data from one Jira Cloud instance to another.
What is the type of the project you want to copy?
Business, Software, or Service?
Team-managed or Company-managed?
hey - No, the accounts are not the same, thats why I opted for the manual export/import option. Which is also not working as stated above.
Project type; Software and Team Managed.
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Hello @QA Team
If you want to move a client’s Jira project from one Cloud site to another, I would not use CSV as the primary method.
For Cloud to Cloud, the better route is the Jira copy/transfer process. The blank destination dropdown usually means the same account does not yet meet all prerequisites on both sides, especially Org Admin + App Admin + app user access on both Cloud organizations.
CSV import is more limited and manual. If the Next button stays inactive on the field mapping step, I would double-check that mandatory fields such as Summary are mapped correctly.
CSV are more Mapping dependant.
So yep, my first focus would be fixing the Cloud-to-Cloud permissions/prerequisites, not continuing with CSV.
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