Migrating zAgileConnect Case data to a new Salesforce instance (Jira Cloud users)

Introduction

This document covers steps needed to migrate zAgileConnect data when moving to a different Salesforce instance while connected to the same Jira Cloud instance.

zAgileConnect maintains Case-Issue relationships in both Salesforce (custom object: ZIssue_SF) and Jira Cloud (Issue entity properties). In an active integration, these relationships are synchronized and used to deliver the zAgileConnect functionality in both Salesforce and Jira. It is therefore imperative that any migration strategy take this into account to ensure proper functioning of the integration following data migration.

Migration of Case-Issue links maintained by zAgileConnect for Salesforce and Jira Cloud involves the following steps, when migrating to a different Salesforce instance while keeping the same Jira Cloud instance:

1. Create a CSV file with Case-Issue relationships from the ‘Source’ Salesforce Instance

2. Modify CSV file with new Case Numbers and IDs from ‘Destination’ Salesforce Instance

3. Delete zAgileConnect data in Jira Cloud

4. Configure zAgileConnect package in the new Salesforce instance

5. Import the modified Case-Issue relationships from the CSV file and synchronize Case-Issue data in ‘Destination’ Salesforce instance and Jira Cloud

This process assumes that Jira Issues Keys and Ids being referenced in Salesforce have not changed during the migration.

Create a CSV file with Case-Issue relationships from original Salesforce Instance

Generate a CSV file with only 3 column headers CASENUMBER, ISSUEKEY, ISSUEWASCREATED.

You can use the following SOQL query to retrieve the case-issue relationship data:

SELECT zsfjira__Case__r.CaseNumber, zsfjira__ZIssue__r.zsfjira__IssueKey__c, zsfjira__IssueCreated__c FROM zsfjira__ZIssue_SF__c WHERE zsfjira__Case__c != null

Workbench can be used to export the data to CSV file via SOQL query.

Make sure to rename the CSV headers to CASENUMBER, ISSUEKEY, ISSUEWASCREATED.

Modify CSV file with new Case Numbers and Ids from new Salesforce Instance

This steps assumes all Case records have been migrated to the new Salesforce instance and so Case Numbers and Case IDs may be different in the new Salesforce Instance. One approach to track old and new Case Numbers and Case IDs is to copy the old Case Number and Case IDs (18 char ids) as custom fields into Case object in the new Salesforce instance.

You will need to update the CSV file generated in the previous steps with the new Case Numbers and Case IDs.

Make sure the Case numbers keep the leading zeros and the Case IDs are 18 chars length (15 char ids are not supported).

Delete zAgileConnect Data in Jira Cloud

Navigate to JIRA Administration → Apps → Salesforce Integration zAgileConnect → Remove Data.  

Click on Remove All, this will remove all Salesforce-Issue relationship data from your Jira Instance only.

Configure zAgileConnect in the new Salesforce instance

Install, configure and setup the integration in the new Salesforce instance following zAgileConnect Installation & Configuration

Import the Case-Issue relationships from the CSV file and synchronize Case-Issue Data in Salesforce and Jira

Before importing make sure any custom trigger, process or flow on ZIssue__c, ZIssue_SF__c and ZIssue_Case__c objects are disabled to avoid any unexpected error when importing the CSV.

Follow this guide to import the relationships CSV file Importing Existing Case-Issue Relationships into zAgileConnect (JIRA Cloud)

Please note that the example in the link above has only two columns but you will be importing the CSV file with 3 columns (CASENUMBER, ISSUEKEY, ISSUEWASCREATED).