Migrate Checklists from Jira Server/ Data Center to Jira Cloud

If you and your team are moving from Jira Server/ Data Center to Jira Cloud, be sure - your checklists will be safely migrated as well.

There’re two methods of Jira Server to Cloud migration:

Make sure you are aware of recommendations from Atlassian on Server → Cloud migration and plan it properly

For the features difference - check the https://railsware.atlassian.net/wiki/spaces/CHKSDC/pages/2340749701

Jira Site Import

Check how to use Jira Site Import to migrate from server to cloud

Your checklists will be migrated automatically.

Jira Cloud Migration Assistant (JCMA)

Check how to use the Jira Cloud Migration Assistant to migrate from server to cloud.

For version 6.0.0 and higher

Preconditions

Server/Data center

update the Smart Checklist for Jira. Pro addon to the latest version;
update Jira Cloud Migration Assistant (JCMA) to the latest version.

Cloud

install the latest version of the Smart Checklist for Jira. Pro addon on your Cloud instance;
activate your Smart Checklist for Jira. Pro addon license/trial;
do not create custom fields `Checklists` and `Smart Checklist Progress` in advance.

JCMA flow

Navigate to Administration > System > Select “Migrate to cloud” in the left column.

Step 1: Assess your apps.

Select Smart Checklist as an app that is `Needed in cloud`:

Step 2: Prepare your apps.

Connect to your cloud instance.
Check that you have Smart Checklist for Jira. Pro addon installed.
Agree to migrate addon data.

Step 3: Assess and prepare your users.

Connect to your cloud instance.
Click “Begin assessing”.
Fix invalid emails if needed.
Choose from the offered options what to do with users that have invalid emails.
Click “Review and apply”.
Click “Apply to all migrations”.

Step 4: Review all email domains.

Review and mark email domains as trusted so that you migrate users with only email domains you trust.
Click “Done”.

Step 5: Migrate your data.

Click “Create a migration”.
Click “Connect to cloud”.
Enter the name of the migration.
Select migration stage.
Select Cloud instance.
Click “Choose migration options”.
There are two available options: “Migrate all data” and “Choose what to migrate”.
Select “Choose what to migrate”.
Select Projects, Users and Groups, Customers, and Apps to migrate.
Run pre-migration checks and fix errors if needed.
Review migration.
Run migration.

Post actions

Wait until your migration finishes and check its status for Smart Checklist for Jira. Pro addon:

If the migration status of the Smart Checklist for Jira. Pro addon data is “Completed” - the server part of the migration is successfully finished, you can wait for a few minutes and check your data on the Cloud instance:

In case during migration of the data some issues occur with data exporting from Server or connection to Cloud - migration status will be failed with error message available in the details:

You can check detailed logs for Smart Checklist migration by opening the page: /plugins/servlet/railsware/migrationlog

Smart Checklist content is migrated together with your project data.
This means you can’t migrate Smart Checklist content for projects that are already available in the Cloud instance.

FAQ about Smart Checklist add-on migration in versions 6.0.0 and higher

1. What data from Smart Checklist for Jira. Pro addon will be migrated from Server to Cloud?

We did our best to migrate all the data, but unfortunately, due to differences in Server and Cloud versions - there are some data types that will be available on Cloud in a different way or not available at all. Please see details information in the table below:

Data type	Migration support	Visibility on Server	Visibility on Cloud

Data type	Migration support	Visibility on Server	Visibility on Cloud
Checklist items
Checklist items with different markup: raw text simple items items with details bold, italic, emphasized text numbered lists unnumbered lists images links to external sources links to Jira (same project or different, but also migrated project)	fully supported
Checklist items with dates	Supported, different UI	all dates are visible in same color	dates in the past, current and future visible in different colors
Checklist items with real assignees	Supported, different UI	id (username/login) is visible	user full name is visible usernames of Smart Checklist item assignees are replaced with Cloud IDs during migration (visible on edit / “Checklists” custom field)
Checklist items with not-existed assignees	Supported, different UI
Statuses
Default statuses	fully supported
Custom statuses	Supported, ORDER not KEPT		after migration it is needed to return needed order manually
Templates
Manual global / project templates (with trigger = none)	fully supported	global project	global project
Global / project template with trigger “Issue created” without additional conditions	fully supported	template is applied to all issues types	template is applied to all issue types
Global / project template with trigger “Issue created” with “Issue Type” condition (is one of / equals)	fully supported
Global / project template with trigger “Issue created” with “Issue Type” condition (all issue types)	fully supported
Global / project template with trigger “Issue created” with “Issue Type” condition (is not one of / does not equal)	Partially supported	template applied based on conditions	template migrated without triggers (can be applied only manually)
Global / project template with trigger “Issue created” with any conditions different from “Issue Type”	Partially supported	template applied based on conditions	template migrated without triggers (can be applied only manually)
Global / project template with triggers “Issue updated”, “Issue transitioned” with any extended conditions	Partially supported	template applied based on conditions	template migrated without triggers (can be applied only manually)
Global template with “Multiple projects” selected	Supported, different logic	template is visible on “Global templates” tab	Template will be saved as “project template” in migrated projects
Other
“Modify Smart Checklist” post function	NOT supported		not migrated, as feature not available in Cloud
“Smart Checklist Completed” validator	NOT supported		not migrated, as Cloud has different implementation
Smart Checklist history	NOT supported		not migrated

2. I had custom fields “Checklists” and “Smart Checklist Progress” created on Cloud before I run JCMA, I don’t see migrated addon data in the Jira issues, what can I do?

In this case, after migration you will have duplicated custom fields:

Smart Checklist Addon on Cloud is using “Checklists” and “Smart Checklist Progress” custom fields to sync data in, so after migration to have migrated data saved to the addon database (and visible in the addon) - you need to synchronize data from custom field to addon database.

Note: this process runs in the background and may take some time before all the data finishes synchronizing.

3. Will Smart Checklist global settings on the Server be migrated to Cloud?

Smart Checklist addon has the next settings based on versions:

Server / Data center

SC Addon visibility per Project
Display statuses for checklist items
Strikethrough checked items
Show on the customer portal
Notify assignees

Cloud

SC Addon visibility per Project
Display statuses for checklist items
Strikethrough checked items
Show on the customer portal
Notify assignees

Settings that are available only in Server - cannot be set up on the Cloud version.

Settings that are available in both versions are set up separately on different instances and are not migrated during JCMA migration.

4. How access rights to Smart Checklist are migrated from Server to Cloud?

In the Server version - access to Smart Checklist is managed by Jira permissions, so permissions are migrated together with users and groups via the JCMA tool to Cloud.

On the Cloud instance, you can proceed with using default Jira permissions or configure custom permissions for the Smart Checklist add-on.

For version 5.6.0 and lower

Pre-condition

"Checklists" custom field (mandatory) and "Smart Checklist Progress" custom field (optional) must be added to your Jira Server instance and must keep checklists' values.

Migration

Run your migration with Jira Cloud Migration Assistant tool
- custom fields “Checklists” and “Smart Checklist Progress“ will be created on the target instance (learn more about the https://railsware.atlassian.net/wiki/spaces/CHKSDC/pages/2349925102) with checklists content
Then go to Apps → Manage Apps → Smart Checklist → Global Settings → Synchronize checklist storages
Click “Synchronize” button
The data from “Checklists” custom field would be transferred to a database and checklists per Jira issues will be created.
NOTE: the process may take a while. Make sure to run it out of working ours of your organization/

Templates Migration

Templates won’t be migrated automatically at this moment. You have to re-create them manually on the target Cloud instance one by one.

Follow the steps below

Go to Checklist Templates on Jira Server/ Data Center
Get the checklist template from the source Jira Server/ Data Center instance as a raw markdown text
Paste the checklist to any Jira issue in target Jira Cloud
Save Template
Proceed with the rest of the templates
You may also use Full-Screen Editor for checklist adding/editing

Can I Migrate my Smart Checklist for Jira Server/ Data Center License to Jira Cloud?

Unfortunately, no. Smart Checklist for Jira Server/ Data Center license is a one-time purchase with optional maintenance, whereas Cloud purchases are recurring subscriptions. As such, existing Server/ Data Center app licenses cannot be transferred or credited to Cloud. These are independent licenses that need to be paid for separately.