Migrating to the Atlassian Teamwork Collection (TWC) means streamlining your team’s collaboration, communication, and project tracking into a unified, modern platform. This guide walks IT teams through the technical steps needed for a smooth and successful migration—ensuring zero data loss, role clarity, and high user adoption.

1 . Transitioning Your Current Stack to Atlassian

Upgrading to the Atlassian Teamwork Collection involves replacing fragmented systems with a fully integrated suite. Your first task is identifying what stays, what goes, and what transforms within Atlassian.

Core tools in Atlassian TWC include:

  • Jira Software – for agile planning and issue management

  • Confluence – for centralized documentation

  • Loom – for async team video updates

  • Rovo AI – to automate requests and enhance decision-making

  • Atlassian Guard – for secure user governance

2 . Evaluating Pre-Migration Readiness Factors

Before migrating, assess whether your infrastructure, data, and teams are ready for the move. This phase minimizes risk and helps set clear success criteria.

Use this readiness checklist:

  • Inventory current tools and workflows

  • Map data dependencies (task relationships, user roles, permissions)

  • Review technical documentation on existing system structure

  • Engage department heads to identify must-have features

  • Confirm third-party integrations that need to remain functional

3 . Avoiding Common Migration Pitfalls and Mistakes

Many IT teams run into delays and rework due to overlooked dependencies or improper planning. Knowing common pitfalls keeps your migration efficient and error-free.

Avoid these traps:

  • Skipping sandbox testing and jumping straight to production

  • Inconsistent field mapping, leading to lost data or broken links

  • Not preserving permissions, causing workflow disruptions

  • Cloning outdated workflows, instead of optimizing for Atlassian

  • Failing to involve users, leading to poor post-migration adoption

4 . Exporting Critical Data from Legacy Systems

This technical phase involves extracting structured, usable data from your legacy tools like Trello, ServiceNow, or Excel-based task trackers. The goal is completeness and clean formatting.

What to export:

  • Tickets, tasks, and issues with custom fields and labels

  • Documentation files and wikis, including version history

  • Attachments and media, especially for Loom integration

  • User access and roles, mapped for Guard security layers

  • Automation scripts or rule templates, if replicable

5 . Bulk Import Procedures and Configuration Steps

Once exports are ready, it’s time to import into Jira, Confluence, Loom, and other TWC components. This step also involves customizing settings to reflect team-specific workflows.

Steps to follow:

  • Use Jira CSV or JSON importer with project and issue mappings

  • Confluence XML import for complete space structure retention

  • Map field types such as status, priority, and labels

  • Recreate workflows and automation rules using Atlassian templates

  • Connect cloud apps like GitHub, Slack, Zoom, or Google Drive

6 . Mapping User Roles and Access Permissions

Post-import, role and permission setup ensures the right people have access to the right projects, spaces, and features—without compromising security.

Steps to secure role mapping:

  • Define global permissions using Atlassian Access

  • Create user groups (e.g., developers, admins, product managers)

  • Set permissions per space or project in Jira and Confluence

  • Enable MFA and SSO through Guard Standard or Atlassian Access

  • Run audits to test if permissions reflect business needs

7 . Running Post-Migration Testing and Validation

After importing and configuring your stack, the next step is validation. This ensures everything is operational and accessible for your users.

Testing checklist:

  • Validate imported data: Check tickets, attachments, and links

  • Simulate team workflows: Sprint planning, issue resolution, documentation editing

  • Run automation rules and ensure triggers execute correctly

  • Test cross-tool navigation between Jira, Confluence, and Loom

  • Request feedback from pilot users across departments

8 . Training Technical and Business Teams Post-Migration

Even the most perfect migration fails without proper team training. Onboarding is essential for adoption, productivity, and long-term success.

Training best practices:

  • Develop onboarding guides in Confluence for each role type

  • Create walkthrough videos with Loom for Jira and Confluence usage

  • Host live training sessions with Q&A, especially for power users

  • Offer role-specific use-case templates (DevOps, HR, Marketing, Support)

  • Encourage certifications from Atlassian University

Conclusion

A successful migration to the Atlassian TWC is a balance of careful planning, technical precision, and proactive team engagement. When done right, it empowers IT teams with streamlined workflows, intelligent automation, and unmatched collaboration—all within a secure, integrated workspace. Now’s the time to leave tool chaos behind and move forward with confidence.