What is the best path forward to migrate Jira and Confluence data to a new instance?

[Reed]

A portion of the company I work for was acquired.  With that I need to migrate Jira and Confluence data from the current instance to a new instance (that I need to figure out how to set up) so the acquiring company can then move the data from the new instance I set up to their Atlassian sites.

Importing users and apps I am trying to avoid as the important part is the data.  

I think I have a good plan but wondering different options.

I have some admin experience but I have not completed any Atlassian migrations previously.

Thanks so much for any help and ideas

[Trudy Claspill]

Hello @Reed 

Welcome to the Atlassian community.

You said you think you have a good plan. What plan did you devise?

I recommend that you look at the Copy Data option.

https://support.atlassian.com/organization-administration/docs/copy-product-data/

[Trudy Claspill]

It depends a lot on exactly what you want to move.

Users/Groups associated with the data

Current state or full history

Configurations

Do you have apps in your instances that add functionality or manage data? Will those apps be in the destination instances?

In Jira - Filters, Dashboards, Plans

Is the destination environment going to have the same or higher subscription plan for each product?

If you have concerns about being in over your head you might consider recommending engagement of an Atlassian Solution Partner that has a specialization in migrations.

Disclosure: I work for Praecipio, an Atlassian Platinum Solution Partner, and we do have a specialization in migrations. You can look for Partners in your area and filter on specializations in the Atlassian Partner Directory.