Before migrating CSAT:

You need to migrate core Jira data of a project with Jira Cloud Migration Assistant and make sure project key in Jira cloud is the same as project key in Jira Server.

Migration:

In Jira Server:

We recommend that CSAT data is exported from the latest version of CSAT on Server/Data Center.

Go to Manage Apps → CSAT Cloud Migration.

Select a project and click Export. Please make sure you have CSAT data in that project.

A dialog will appear after collecting CSAT data. Click Download to download csat-export.zip file.

Then, go to Jira cloud.

In Jira Cloud:

Please make sure you have done migration core Jira data and turn on CSAT in migrate project.

After everything is done, go to Apps → Manage your Apps → Data Migration. You will see this page.

Click Choose File button and import csat-export.zip file. Don’t forget to check the checkbox below, then click Migrate button. CSAT will migrate the data. Please wait until the progress bar is complete.

After Data Migration has been done. You can download the CSAT migration result file to see what issues failed.

You also receive an email when the migration has been done.

Warning Notes

Special cases: During the migration process, Some special cases may occur:

Case

Result

Cannot find issue in Jira instance

The survey for that issue will be ignored.

Cannot find recipient with email address

The survey for that issue will be ignored.

Error cases:

Error with message

Reason

Solution

The surveys data in csv file is empty. Please double checkout your csv file.

The CSV file is empty

Please double check the CSV file and re-export CSAT data from CSAT server.

CSAT custom field is missing. Please check CSAT custom fields exists or not.

Cannot find CSAT custom field in Jira instance

Please contact to admin to double check CSAT custom field in Jira instance.

CSV file has incorrect format

The CSV file is incorrect format. This error occurs when CSV file is missing fields. Your CSAT Server version maybe is not latest version

Please upgrade CSAT Server to latest version and re-export CSAT data.

Please migrate project and issues before migrate data csat!

Cannot find project in Jira instance

Please double check if project exists in Jira instance. Make sure project was migrated with  Jira Cloud Migration Assistant .

Please enable csat config for project that you want to migrate!

CSAT configuration is empty.

Go to Project and select Satisfaction to enable CSAT.

Could not create context and options in CSAT Category custom field.

CSAT doesn’t have permission to create context and options.

Double check and grant permission to CSAT app.

There is an error when migration data.

Unknow problem when migration.

Please contact to Candylio Team for support. You can request support in: https://candyliosoftware.atlassian.net/servicedesk/customer/portal/3