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Salesforce Migrations

Jira to Salesforce Migration

Move support and service data from Jira, including Jira Service Management requests, into Salesforce cases and knowledge.
  • No obligation - response within 1 business day for your Jira to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Jira to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Jira to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

Jira to Salesforce Migration

A move from Jira to Salesforce shifts support and service data, such as Jira Service Management requests, comments, attachments and customer details, into Salesforce cases, so service teams work from the same record as sales. Evara maps issue types, statuses and priorities to case fields, cleanses reporter data and rebuilds routing and escalation rules as Flows. For regulated firms we keep timestamps and ownership for audit. Our migration and integration team runs the process.

Why choose a Jira to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Jira to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven Jira to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the Jira to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Not moving off Jira?

If you want to keep Jira and connect it to Salesforce rather than migrate away from it, we build that integration too.

See the Salesforce Jira integration →

Frequently asked questions

Common questions about your Jira to Salesforce migration

Each request maps to a case, with the reporter linked to an existing Salesforce contact or account where there is a match. Statuses, priorities, request types, comments and attachments are mapped field by field, and we agree how to treat closed historic tickets so you do not import clutter. A test migration lets your service team check the cases look right before cutover, and nothing goes live until you sign off.

Yes, if engineering still needs Jira for development work. Many teams keep Jira for engineering issues, move customer-facing service into Salesforce, then connect the two so cases and linked issues stay in sync, using a Jira to Salesforce connector or middleware depending on your set-up. Where off-the-shelf options do not fit your workflow or security rules, we can build a custom integration.

SLA rules, queues and assignment logic do not transfer directly. We rebuild them in Salesforce with entitlements, queues and Flows and test them against real scenarios. Historic comments and status changes come across with original dates and authors where the data allows. For financial services teams, that gives a defensible record of how each client issue was handled. Our Salesforce services cover the service set-up.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Jira? As a Salesforce partner for financial services and fintech, Evara handles your Jira to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.