switching software/project management

Jira to Linear: Engineering Team Migration Checklist

Backlog migration, sprint parity, and integration updates when moving from Jira to Linear.

Jira to Linear Migration Checklist

Overview

  • Risk Level: Medium (Operational disruption risk; data integrity concerns).
  • Timeline: 4–6 weeks.
  • Team Size: 3–5 core stakeholders (IT Admin, Engineering Lead, Project Manager).

Phase 1: Pre-Migration Planning (Week 1–3)

Assessment & Audit

  • Conduct a full audit of existing Jira projects, workflows, and issue types.
  • Identify stale projects or issues that do not require migration (archival candidate).
  • Establish a mapping document between Jira issue statuses and Linear workflow states.
  • Assess custom field usage in Jira and determine if they map to Linear properties or labels.
  • Define the scope of historical data to be migrated (e.g., last 2 years vs. all-time).
  • Identify all active Jira integrations (Slack, GitHub, Sentry) that need re-authorization.
  • Document all Jira users and cross-reference with active employees to ensure accurate seat provisioning.

Data Mapping & Golden Copy

  • Execute a full export of Jira Cloud data (JSON/CSV) to create a 'Golden Copy'.
  • Store the Golden Copy in an encrypted, UK-based S3 bucket or secure server.
  • Validate that all attachments are accounted for in the export files.
  • Test a small-scale import (1 project) into a Linear sandbox environment.
  • Verify that user mapping (Jira email to Linear email) is consistent.
  • Clean up Jira board configurations to remove unused custom fields that clutter imports.
  • Review Linear’s API rate limits to ensure the migration script won't be throttled.

Integration Audit

  • Map GitHub/GitLab repository links to Linear teams.
  • Review existing automation rules in Jira and replicate them as Linear Automations.
  • Audit third-party reporting tools that pull from Jira; identify Linear equivalents.
  • Notify stakeholders of the planned downtime window (48 hours prior).
  • Create a "Read-Only" Jira instance plan for legacy reference.

Phase 2: Migration Execution

Pre-Cutover

  • Set Jira projects to "Read-Only" mode to prevent data drift.
  • Perform a final incremental export of Jira tickets created since the last test run.
  • Communicate the "Freeze Period" start time to the entire organisation.
  • Disable Jira outgoing email notifications to prevent confusion.
  • Verify that the migration service account has administrative privileges in Linear.

Cutover Day

  • Execute the primary migration script/tool.
  • Monitor the import logs for failed issues or attachment errors.
  • Re-run failed imports for individual items if necessary.
  • Sync all active GitHub/GitLab pull requests to the new Linear issues.
  • Invite all team members to the new Linear workspace.
  • Set up Single Sign-On (SSO) integration (e.g., Okta/Google) for Linear.
  • Configure Linear notification settings to match team preferences.

Verification

  • Perform a "Spot Check" on 10% of high-priority tickets for field accuracy.
  • Verify that all attachments open correctly in the browser.
  • Confirm that issue relationships (parents/sub-tasks/blocks) are maintained.
  • Check that user mentions and comments have the correct author timestamps.
  • Validate that active sprints were migrated to Linear cycles.
  • Confirm that custom field data is correctly mapped to labels or descriptions.

Phase 3: Post-Migration Optimization

Stabilization

  • Monitor Linear workspace performance for the first 24 hours.
  • Provide a dedicated Slack channel for migration support/queries.
  • Address any "orphan" tickets that failed to map during the bulk import.
  • Update internal documentation (Confluence/Notion) with new project links.
  • Conduct a "Day 1" training session for team leads on Linear workflows.

Cleanup & Retrospective

  • Decommission Jira integrations with external apps.
  • Finalise the transition of Jira projects to a permanent archive state.
  • Delete temporary migration service accounts and API keys.
  • Gather feedback from engineering teams on the workflow transition.
  • Document "Lessons Learnt" for future tool migrations.
  • Archive the "Golden Copy" backup according to data retention policies.

UK GDPR Compliance Checklist

  • Ensure the Jira data export is encrypted at rest using AES-256.
  • Conduct a Data Protection Impact Assessment (DPIA) for the migration.
  • Confirm that Linear’s data processing agreement (DPA) includes Standard Contractual Clauses (SCCs) for international transfers.
  • Verify that no PII (Personally Identifiable Information) is stored in publicly accessible migration logs.
  • Ensure that user data mapping does not include unnecessary sensitive information.
  • Set an automated deletion policy for the "Golden Copy" once the retention period expires.
  • Confirm that all staff access to the migrated data follows the principle of least privilege.
  • Update the company’s internal Privacy Notice to reflect the use of Linear as a data processor.

Troubleshooting Common Issues

  • Issue: User mapping fails due to differing email aliases. Action: Standardise email formats in a CSV mapping file before import.
  • Issue: Attachments fail to download. Action: Check Jira API token permissions or firewall restrictions.
  • Issue: Large imports hitting rate limits. Action: Implement a sleep interval in the migration script.
  • Issue: Broken links in documentation. Action: Use a redirect script or update links systematically.
  • Issue: Workflow states don't match. Action: Manually update the workflow status mapping in the Linear import configuration.

Downloadable Resources List

  • Jira-to-Linear Status Mapping Spreadsheet (Template).
  • Stakeholder Communication Email Templates.
  • Migration Script (Python/Node.js boilerplate).
  • Post-Migration "Cheat Sheet" for End Users.
  • GDPR Data Processing Agreement (DPA) Checklist.
  • Project "Sanity Check" Verification Sheet.