Migrate JSM customer accounts from 1 jira cloud to another jira cloud

Anup Kale
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January 7, 2025

My organisation has recently taken over 1 organisation and we have been tasked to migrate all customer accounts from JSM instance to another, so that users can create tickets in only 1 JSM account.

Both jira instance are cloud instance and I know I can export the users in a csv, but I am not sure I import these user into the other JSM.

Can someone guide me with this?

 

Thank you.

2 answers

2 votes
Rebekka Heilmann _viadee_
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January 7, 2025

Hi @Anup Kale and welcome to the Community

Just to add to @Anahit Sukiasyan by inviting the Customers to the Target JSM site, it will trigger Account creation so the users will have to create a new password and won't have access to old issues (from the old site) in their accounts, as Customer Accounts are distinct per JSM site.

2 votes
Anahit Sukiasyan
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January 7, 2025

Dear @Anup Kale

Welcome to the Community!

This step-by-step guide may help you:

Step 1: Export Customers from the Source JSM

  1. Go to the source JSM instance.
  2. Navigate to Customers under your service project.
  3. Export the customer list:
    • Use the Export CSV option (or manually copy the email addresses if no export option is available).
    • Ensure you have a clean CSV with at least the email addresses of the customers.

Step 2: Prepare the CSV File for Import

  1. Create a CSV file with the following structure:

    • Email Address (required).
    • Optionally include columns like Name (if available) to add more context to your import.

    Example CSV:

    Email,Name user1@example.com,User One
    user2@example.com,User Two
  2. Remove duplicates and ensure that the email addresses are valid.

Step 3: Add Customers to the Target JSM

Currently, Jira Cloud doesn’t have a direct “bulk import” feature for customers. However, you can use the following workaround:

Use the "Invite Customers" Feature:

  1. Navigate to the Customers section in the target JSM project.
  2. Click Add Customers.
  3. Paste the list of email addresses (from your CSV) into the input box and send invitations.

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