Salesforce to jira migration

[Dileep Vg]

Team

I am about to do the migration of salesforce to Jira, can you provide the step/docs to follow for successful migration.

[Nabamita De]

Hey @Dileep Vg and @Mark Chopping Hope all is well.

were you able to migrate your data successfully?
If yes, what tool you used and how was your experience?

[Mark Chopping]

@Nabamita De I wanted to do the migration without having to pay for some third party tool, especially as I wanted to see how Jira worked with our data after migration before committing to Jira (not pay up front, then realise Jira wasn't going to work for us, and so have thrown money down the drain).

I did have another iteration with Atlassian support, where I said:

"I didn't take the migration any further, as I really want a tool that has some concrete steps for doing the migration and gives me confidence that we can map our existing SalesForce cases, contacts, accounts, and solutions onto something in the new tool.

I didn't get that from Jira, so my plan now is to stick with SalesForce but with a significantly lower number of licences at our next renewal as we are very unhappy with their pricing given our requirements. As I suspected, we cannot even downgrade our current environment from Enterprise to Professional, so they force us to stay on the higher price tier.

If you ever have some easy-to-follow migration steps which allow people to do a trial and see whether migration of our use case is viable, please let me know, as we are still very unhappy with SalesForce."

and Atlassian support replied with:

"That's entirely understandable, I can appreciate where you are coming from. I'm not going to lie, it did seem like it was going to be messy getting all that data into Jira in a format I imagine you'd like to use.

If there ever is an integration of sorts or better import I'll label this ticket to remind me to update you."

[Dima Lazarchuk]

Hope this can help https://marketplace.atlassian.com/apps/1219752/salesforce-to-jira-service-desk-import

[Mark Chopping]

Thanks - I presume that is your company's product.

So the idea is to do a trial migration to check you are happy with the results, which is free, then a paid migration?

What are the limits with the the trial migration which force people to go to the paid migration?

We are looking at migrating about 2400 accounts, 1100 contacts, 3200 cases, 400 solutions and 18400 case comments at least - what sort of fee would there be for a migration of that size?

Also, what sort of support do you offer to resolve any issues seen with the real migration which didn't occur / were not seen in the real, paid migration.

[Dima Lazarchuk]

Correct!

Free Demo Migration includes 20 Tickets and related Records (Contacts, Companies, etc.) 

Free Demo Migration is fully-functional, but limited with 20 Tickets.

The approximate cost of your migration is $263. After Free Demo you will get the exact cost of your migration.

In case of any issue we will provide you with the free support over phone, chat of email.

Regards,

Dima

[Dima Lazarchuk]

Hey Mark,

Free Demo Migration includes 20 Tickets with all relations (Contacts, Companies, Attachments, etc.)

Free Demo is fully-functional but limited with 20 Tickets.

The approximate cost of your data transfer is $263.

You can run a Free Demo and after that you will get the exact cost.

[Mark Chopping]

I have the same issue - I asked Atlassian about this, and the first answer I got indicated:

"Regarding the migration from Salesforce to Jira, there is no specific tool to do it, but if you can extract from Salesforce in CSV or JSO, you will be able to import your tickets in Jira Service Desk. Regarding your customer list, if you can get a CSV file, you will be able to paste the names into the customer invite screen."

I've gone back to ask if there is a way to load the ZIP files generated by SalesForce data export into JIRA in one go (accepting that I will need to provide details for fields and relationships if JIRA cannot work those out), and also highlighting that it isn't practical for a trial to paste in many thousands of contacts, especially as I don't want such contacts being emailed etc whilst we are just doing a trial.

Will update this question if I get a positive response from Atlassian.

[Mark Chopping]

The second reply from the Atlassian product advocate was not helpful, unfortunately - they were pleased to tell me that I'd be able to load data as a CSV file rather than one record at a time, but that isn't a step forward! They don't even have instructions on how to load data from SalesForce, let alone any tool to help you do the migration, or assistance so that you will pay them money for ServiceDesk rather than continuing to pay SalesForce:

"As you can see on this documentation to migrate from other service Desk tool, there is no specific path to migrate from SalesForce to Jira Service Desk. When you will prepare your CSV file to import into Jira Service Desk, there will be one field "reporter" where you will put the email address of the reporter. Hence each ticket will be assigned to a reporter. As you will invite your customers via their email address, Jira Service Desk will match the two info and when they will log in, your customers will be able to find back historical data. With the CSV file you will also be able to import other fields from a ticket in one time, they don't have to be manually imported.

If you need tailored help to move from Salesforce to Jira Service Desk, there is a third party tool that can provide this type of functionality, and we also have a large network of Solution PArtners who are specialized in this kind of tailored services. You can contact one of them directly by browsing our Partner Directory or, I can provide you with a direct intro if you prefer"

[Attila Rövid]

Hi @Mark Chopping

I know this was ages ago but can I ask how your migration went? Did your company managed to do the migration? What tool did you use?

[Mark Chopping]

Hi @Attila Rövid - we never did the migration in the end, we just kept reducing the number of SFDC licences we used as SFDC kept increasing the price each year, as noted in my comment from May 10, 2019 in this thread.

I think that is a pretty common pattern (sticking with SFDC and continually reducing the number of licences to counteract the annual price hike), as I've seen it used at a number of other companies.

[Attila Rövid]

Got it - thank you for the quick reply!