DIY: Your Personal Step-By-Step Video Guide To A Successful Jira Service Management
Automated migration service enables easy and efficient help desk data migration. In this video, you can get to know how to transfer your data to Jira Service Management. We are discussing what steps to take preparing for the migration, authorization, and finally migrating to Jira Service Management. Sounds good? Let’s dive in.
To get ready for data import to Jira, you need to:
- Set up the corresponding users on Jira;
- Create custom fields that match your requirements;
- Ensure that the number of attachments you want to migrate to the new platform is aligned with the Jira’s limit;
- Make sure you have admin access to both platforms.
Got it! Now let’s talk about what you should do to import your data to Jira Service Management:
- You need to register an account with Migration Wizard or use an already created one.
- After that choose a source platform.
- To connect to the help desk, you need to sign in to the Migration Wizard, and then connect your source platform to your target one through this tool.
- Afterwards, connect Jira Service Management as your target platform - provide you URL, your IP Token, and username.
When the above is done, you can choose a project for data migration. Next, make the agents’ profiles match. It is often the case that the number of agents on the source platform differs from the one on the target one. So it’s important to take this factor into consideration with mapping the agents.
The following step would be to adjust field mapping. When migrating to Jira Service Management you can map both default and custom fields. It’s important to treat this process with extra attention and make sure there is a corresponding field for your data on the target platform. Don’t forget to click on “Save” when the job is finished.
And, of course, you can set up additional options for your Jira Service Management Migration to improve your migration journey.
Finally, push on “Continue” to launch the Migration. In the end, you will have your valuable data transferred to a new digital space, where it will be levelled up with the best new opportunities for your business to thrive.