Migrate from Yalla to Jira

Yalla Projects map directly to Jira Projects, which serve as the top-level container for all issue types. We preserve the Project name, description, start date, and status. If Yalla Projects contain CRM-adjacent work (client deliverables), we recommend splitting these into separate Jira Projects per client or using a client-linked Jira Project as a parent container, depending on reporting requirements.

Yalla Priorities are the core work unit and map to Jira Stories, Tasks, or Subtasks depending on their sub-task count and business context. We extract the Priority title, description (migrated as Jira description in Atlassian Document Format), start date, due date, assignee, completion status, and custom labels. The original Yalla Priority ordering is preserved in the Jira issue summary or a custom field if the customer requires drag-and-drop sequence tracking.

Yalla Companies have no native Jira equivalent. We offer two strategies during scoping: (1) Create a Jira Project per major client Company, with all client work/issues nested inside; or (2) Create a Company custom field on Jira Issues that references the client name, with a Jira Project serving as the internal engagement container. Strategy selection depends on whether the customer needs client-level reporting in Jira or plans to manage CRM separately (e.g., in a dedicated CRM tool post-migration).

Yalla Contacts (client-facing individuals associated with Companies) have no native Jira equivalent. We migrate Contact records to a configured custom field on Jira Issues (selecting a User picker or text field type), or store contact associations as Jira Comments on relevant issues with a standardized format (Name, Role, Email). The customer's Jira admin chooses the strategy during scoping based on how contacts will be used in reporting.

Yalla Funnels represent pipeline stages (e.g., Qualified, Proposal, Negotiation, Won, Lost). Jira uses Status and Status Categories rather than named funnels. We map each Yalla Funnel to a Jira Status Category (To Do, In Progress, Done) and create Jira Status values within each category that correspond to the funnel stages. Stage ordering and deal-value tracking migrate as custom fields on Jira Issues if the customer requires pipeline analytics.

Yalla Pipeline Stages belong to Funnels and drive deal progression. We map stage names and positions to Jira Status values. Any stage-level notes or custom properties migrate to a Jira custom field. Stage-level automation rules (auto-assignment, auto-close) do not migrate; we document them for the customer's admin to rebuild as Jira自动化规则 or third-party automation apps.

Yalla internal team members (Users) map to Jira Users by email address. We resolve Yalla user records to Jira user accounts during scoping. If a Yalla user has no matching Jira account, they enter a reconciliation queue for the customer's Jira admin to provision before record import. Jira user provisioning is a prerequisite for issue assignment.

Yalla Guest clients have limited Jira equivalents. Jira supports external collaborators with email-based access on Premium and Enterprise plans. We map Yalla client guests to Jira external users where Jira Guest Access is available, or we flag them for manual handoff if the destination Jira plan does not support guest licensing. Client-facing issue visibility requires Jira project-level permission scheme configuration.

Yalla Custom Labels tag Priorities and other objects. Jira's native Labels field accepts short text tags per issue. We extract all label values from Yalla, normalize them (removing special characters, standardizing casing), and apply them as Jira Labels. If the customer requires structured tagging (categorical, multi-select, or reporting-filterable), we recommend a Jira custom field instead, with the label values mapped to picklist options during schema setup.

Yalla time entries (duration, date, user association) map to Jira Worklog records if the destination Jira project has time tracking enabled. We extract the duration in seconds, the associated Yalla Priority (mapped to the Jira issue ID), and the Yalla user (resolved to Jira User). Worklog migration requires Jira time tracking to be active in the destination project settings before import begins.

File attachments linked to Yalla Priorities or Companies migrate as Jira Attachments on the corresponding issues. We extract file binary data and association metadata, then upload to the mapped Jira issues via the Jira REST API. Large file handling (attachments exceeding Jira's file size limits) is flagged during scoping.

Yalla Task Templates define reusable Priority structures with step sequences. Jira does not have a native template object, but templates map to Jira Backlog items or can be recreated using Jira automation rules or third-party template apps (like Issue Templates for Jira). We export template definitions as a structured JSON document that the customer's Jira admin uses to configure equivalent templates in their chosen tool.