Project Management migration
Field-level mapping, validation, and rollback between Advantage and Jira. We move data and schema; workflows are rebuilt natively in Jira.
Advantage
Source
Jira
Destination
Compatibility
8 of 11
objects map 1:1 between Advantage and Jira.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Advantage to Jira is a structural migration that requires careful schema design upfront. Advantage structures work as Projects with Tasks, custom properties, and attachments; Jira uses Projects containing Issues organized by Issue Type, with Custom Fields extending the schema. We resolve the parent-child task hierarchy during scoping, map Advantage custom fields to Jira custom fields of matching type, and attach files with links preserved against the correct issue. Jira enforces required-field constraints and project-level permissions that can block import if not pre-configured. We use Jira's REST API with rate-limit handling and exponential backoff for standard record types, and the Bulk API for large issue volumes. Workflows, automations, and any Conga Advantage-specific workflow rules do not migrate as code; we deliver a written map of these for your admin to rebuild in Jira's automation engine. Jira Cloud is the assumed destination given Atlassian's end-of-life timeline for Jira Server (February 2024).
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Advantage object lands in Jira, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Advantage
Project
Jira
Project
1:1Advantage Projects map directly to Jira Projects. We preserve project metadata (name, description, key identifier) and project-level settings. Jira Projects require a Project Key (e.g., PROJ) that we derive from the Advantage project name or ID. Project-level permission schemes and notification schemes are configured in Jira before migration. If the destination Jira Cloud site already contains projects with conflicting keys, we append a suffix and document the change for the customer.
Advantage
Task
Jira
Issue
1:1Advantage Tasks map to Jira Issues. Each task becomes an Issue of a configured Issue Type (Story, Task, or Bug). The Advantage task name becomes the Jira summary, status maps from the source status to a Jira Status in the target project's workflow, and the due date maps to the Due Date field. We preserve the Advantage task description as the Jira description (converted to Jira's wiki-markup or ADF format as appropriate). Priority is mapped using a configured mapping table (Advantage priority levels to Jira Priority IDs). Subtasks in Advantage map to Jira Subtasks linked via the Parent Issue key.
Advantage
Custom Object
Jira
Custom Object (Project-scoped or Global)
1:1Advantage custom objects defined in Schema Manager map to Jira custom objects. We pre-create the destination schema in Jira Cloud including all custom fields, pick list values, and relationship fields before any data import. Jira custom object naming follows the __c suffix convention. If the custom object has lookups to Projects or Issues, we configure the appropriate Context before migration. Jira Cloud Data Center edition supports custom objects; standard Jira Cloud also supports them from Standard tier onward.
Advantage
Custom Field
Jira
Custom Field
lossyAdvantage custom fields defined via Schema Manager map to Jira custom fields of the equivalent type: text fields to Jira Text Field (single-line), long text to Jira Text Field (multi-line), date fields to Jira Date Picker, numeric fields to Jira Number Field, and pick list fields to Jira Select List (cascading or single). We flag any Advantage field types that Jira does not natively support (e.g., complex computed fields) and document them for manual handling. Jira Cloud has a known performance degradation at 200+ custom fields per instance per Atlassian's own scaling documentation; we warn if the Advantage schema exceeds this threshold.
Advantage
Attachment
Jira
Attachment
1:1Advantage file attachments linked to records are exported from the source and re-uploaded to the corresponding Jira Issue. Attachment file names, sizes, and MIME types are preserved. We create the file attachment in Jira using the Attachments REST API endpoint. The link to the parent Issue is resolved at migration time using the Advantage record-to-Jira Issue key mapping. Jira Cloud's free plan includes 2 GB of shared file storage; larger attachment sets may require a Jira Cloud paid plan to accommodate increased storage limits.
Advantage
User
Jira
User
1:1Advantage user records map to Jira Cloud users. We match by email address as the primary key. User display names, email addresses, and active/inactive status are imported. Jira Cloud user management is administered in the destination site; we require the customer to provision the Atlassian account for each user before migration. Users without a match in Jira are held in a reconciliation queue for the admin to resolve before the import phase begins.
Advantage
Task Assignment
Jira
Issue Assignee
1:1Advantage task assignments (which user a task is assigned to) map to Jira Issue Assignee. We resolve the Advantage assignee user ID to the corresponding Jira Cloud user via the email-based user mapping. Unassigned tasks in Advantage map to unassigned issues in Jira. If a Jira project has a default assignee configured (e.g., the project lead), we apply it for any unresolved owner references.
Advantage
Comment
Jira
Comment
1:1Advantage comments on tasks and projects migrate as Jira Comments on the corresponding Issue. Author, timestamp, and comment body are preserved. Comment body is converted to Jira's ADF (Atlassian Document Format) to preserve formatting where possible. If Advantage comments contain embedded images or file references, we migrate those as Jira attachments linked to the Issue and update the comment body with the new attachment link.
Advantage
Workflow and Automation Rule
Jira
Workflow (manual rebuild required)
lossyAdvantage automation rules and workflow assignments do not migrate to Jira as executable configurations. Jira workflows use a different model: Status, Transitions, Validators, and Post-Functions configured in Workflow Designer and attached to Issue Types via Workflow Schemes. We deliver a written inventory of every active Advantage automation rule with its trigger, conditions, actions, and a recommended Jira automation equivalent. Jira's native Automation Rules (available from Standard plan) and community marketplace apps (Automation for Jira, JMWE) are common rebuild targets.
Advantage
Historical Timestamp
Jira
Created / Updated fields
1:1Advantage record creation and modification timestamps are preserved in Jira's Created and Updated system fields on every migrated record. Jira Cloud sets these fields at insert time by default; we override them using the Created and Updated field support in the Jira REST API so that the original Advantage timeline is accurate. This is critical for reporting, SLA tracking, and audit history in the destination.
Advantage
Project-Level Settings
Jira
Project Configuration
lossyAdvantage project-level settings including default view, notification preferences, and project-specific custom field defaults map to Jira Project Settings. We configure the Jira project type (team-managed or company-managed), default Issue Type scheme, workflow scheme, field configuration scheme, and notification scheme before migrating any Issues. Settings are deployed via the Jira REST API or bulk-configured in the Jira project settings UI.
| Advantage | Jira | Compatibility | |
|---|---|---|---|
| Project | Project1:1 | Fully supported | |
| Task | Issue1:1 | Fully supported | |
| Custom Object | Custom Object (Project-scoped or Global)1:1 | Fully supported | |
| Custom Field | Custom Fieldlossy | Fully supported | |
| Attachment | Attachment1:1 | Fully supported | |
| User | User1:1 | Fully supported | |
| Task Assignment | Issue Assignee1:1 | Fully supported | |
| Comment | Comment1:1 | Fully supported | |
| Workflow and Automation Rule | Workflow (manual rebuild required)lossy | Fully supported | |
| Historical Timestamp | Created / Updated fields1:1 | Fully supported | |
| Project-Level Settings | Project Configurationlossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Advantage gotchas
Modular pricing means data may live in separate modules with separate licenses
Limited public API documentation and small consultant community
Industry-specific media-buying data (Nielsen/Comscore ratings) does not map cleanly to general PM tools
Acquired by Simpli.fi in 2021 — roadmap and integration trajectory may shift
Jira gotchas
Unsupported workflow validators silently skipped during migration
Custom fields converted to flat text labels when migrating to non-Jira platforms
Historical status-change timestamps lost when exporting without a Marketplace plugin
Attachment import failures from oversized files and JQL reference corruption
Points-based API rate limits enforced on Jira Cloud apps from March 2026
Pair-specific challenges
Migration approach
Discovery and schema audit
We audit the source Advantage environment across all relevant editions, custom objects, Schema Manager definitions, custom field types and pick list values, project structure and issue counts, attachment volume and file size distribution, and active automation rules. We extract a complete inventory of all Advantage records to be migrated including record IDs, owner IDs, created timestamps, and modified timestamps. The discovery output is a written migration scope, record-count estimates, and a pre-migration data-cleanup checklist (removing duplicates, resolving null required fields, archiving inactive projects). We also confirm the Jira Cloud destination site, edition, and storage capacity.
Jira destination schema design
We design the Jira Cloud destination schema: creating or identifying the target Jira Project, configuring Issue Type schemes (Story, Task, Bug), setting up custom fields to match Advantage field types (text, number, date, select list), configuring the workflow scheme and assigning a starting workflow (Jira's default workflow or a custom one), and setting project-level permissions and notification schemes. We also configure the Jira Automation Rules structure and any required Issue Link types. Schema is deployed via the Jira REST API into the target Jira Cloud site before any data migration begins.
Sandbox migration and reconciliation
We run a full migration into the target Jira Cloud site using production-like data volume. The customer reconciles record counts (Projects in, Issues in, Custom Object records in), spot-checks 25-50 randomly selected Issues against the Advantage source (summary accuracy, description completeness, assignee resolution, attachment presence), and validates custom field values. Any mapping corrections are applied to the migration scripts before production migration begins. Jira's Bulk API 2.0 is used for large issue batches with chunking and exponential backoff.
Owner and user reconciliation
We extract every distinct Advantage user referenced as an owner, assignee, or comment author across all records. We match each Advantage user by email address against the Jira Cloud destination site's User table. Users without a matching Jira account are added to a reconciliation queue. The customer's Jira admin provisions Atlassian accounts for any missing users before the production migration phase begins. Migration cannot proceed past Issue creation until all referenced Assignees have a valid Jira User ID.
Production migration in dependency order
We execute the production migration in dependency order: Jira Project (created first), custom field schema (deployed before records), Custom Object records (for objects without Issue dependencies), Issues with metadata (summary, description, status, priority, assignee, due date, custom field values), Subtasks linked to parent Issues, Comments on Issues, Attachments uploaded and linked, and Issue Links reconstructed from the relationship artifact. Each phase emits a row-count reconciliation report. Jira's REST API rate limits (typically 0-33,000 requests per minute on Standard and Premium) are respected with exponential backoff. The Jira Bulk API 2.0 is used for issue batches over 500 records.
Cutover, validation, and automation handoff
We freeze Advantage writes during the cutover window, run a final delta migration of records modified during the migration window, then enable Jira as the system of record. We validate total record counts, spot-check attachment linkage, and verify that historical timestamps (Created and Updated) reflect the original Advantage dates. We deliver the automation and workflow inventory document to the customer's Jira admin team for rebuild. We support a one-week hypercare window where we resolve any reconciliation issues raised by the customer's team. We do not rebuild Advantage automations as Jira Automation Rules inside the migration scope; that is a separate engagement.
Platform deep dives
Advantage
Source
Strengths
Weaknesses
Jira
Destination
Strengths
Weaknesses
Complexity grading
Moderate Project Management migration. 6 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Advantage and Jira.
Object compatibility
6 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Advantage: Not publicly documented.
Data volume sensitivity
Advantage doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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Other ways to leave Advantage
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