Admin Settings
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Stories
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Testing
1.7.1 Write Test Cases
1.7.2 Execute Test Cases
1.7.3 Bug Submission and Reports
1.7.4 Verify and Close Bugs
1.7.5 Test Case Scenes
1.7.6 Submit a Test Request
1.7.7 Test Report
1.8. Agent
1.8.1 Conversation
1.8.2 Sanplex Agents
1.8.3 General Agents
1.8.4 Skill Management
1.8.5 AI Knowledge Library
1.8.6 Models
1.8.7 ZAI Service Installation
1.8.8 ZAI Service Control Panel
1.8.9 ZAI Configuration
1.9. Kanban
1.9.1 Kanban Spaces
1.9.2 Kanban Regions
1.9.3 Kanban Cards
1.10. Company
1.10.1 View Team Members and Work Information
1.10.2 View Recent Company Activity
1.10.3 View and Edit Company Information
1.11. Admin Settings
1.11.1. System Settings
1.11.1.1 Mode
1.11.1.2 Backup
1.11.1.3 Trash
1.11.1.4 License
1.11.1.5 Security
1.11.1.6 Cron Job
1.11.1.7 Time Zone
1.11.1.8 Rebuild Index
1.11.1.9 LDAP
1.11.1.10 Table Engine
1.11.2 Feature Options
1.11.3. Users Management
1.11.3.1 Set Departments and Edit Company Profile
1.11.3.2 Manage Users
1.11.3.3 Set Permisions
1.11.4. Feature Configuration
1.11.4.1 Dashboard
1.11.4.2 Product
1.11.4.3 Project
1.11.4.4 Execution
1.11.4.5 Test
1.11.4.6 Kanban
1.11.4.7 Feedback
1.11.4.8 Tickets
1.11.4.9 User
1.11.4.10 Relations (Standard Version)
1.11.4.11 Meaturement
1.11.5 Migrate Jira Data to Sanplex
1.11.6 Jira to Sanplex Migration Mapping
1.11.7. Agent Configuration
1.12. Asset Library (Premium)
1.12.1 Asset Library Management (Premium)

Jira to Sanplex Migration Mapping

2026-10-10 13:31:04
Sanplex Content
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Last edited by Kelsea Zhang on 2026-10-10 13:51:37
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Summary: Explains the migration checklist, Jira-to-Sanplex feature mapping, and common import issues with practical troubleshooting actions for administrators.

I. Migration Checklist

Type Jira Sanplex Migration Notes
User management Users Admin > Users Automatic Usernames and email addresses are migrated.
  Groups Admin > Users Manual Jira handles permissions very differently, so permission groups have to be set up again in Sanplex.
Notifications Notification settings Admin > Notifications Manual Notifications work very differently in the two systems, so notification settings have to be set up again in Sanplex.
Automation Automation Rule engine Manual Automation works differently in Sanplex, so rules have to be built again.
Jira project data Project name Project name Automatic  
  Project lead Project manager Automatic  
  Project type Project type Automatic All Jira projects are imported as product-type agile projects.
  Project roles Project > Settings > Team Manual Team members have to be set up again after the import.
  Project members Project > Settings > Team Automatic  
  Sprint Execution Automatic If a story or task has no sprint, it is automatically placed in a sprint named after the project.
  Release Release Automatic It becomes a release after the import, and a build of the same name is created.
Jira project configuration Issue type scheme Workflow > Project Flow Automatic An unarchived project automatically gets its own project workflow template after migration, and the configuration is read from that template.
  Field configuration Workflow > Project Flow Partial Attributes of fields in use are synced, and unsupported formats fall back to a compatible one. Default values and required-field settings can't be migrated yet.
  Issue type screen scheme Workflow > Project Flow Manual Set it up again in Sanplex after the import.
  Workflow configuration Workflow > Project Flow Automatic Workflow statuses and steps are migrated; triggers, conditions, validators, and post functions aren't supported yet.
  Permission schemes Project > Settings > Permission Manual Jira handles permissions very differently, so permission groups have to be set up again in Sanplex.
Jira issue configuration Issue type Workflow > Objects Automatic Depending on your choice during the import, it syncs to a built-in object or to a newly added one.
  Field Workflow > Fields Automatic Built-in fields and custom fields that contain data are synced to built-in fields or to a newly added object, depending on your choice during the import.
  Statuses Workflow > Statuses Automatic Depending on your choice during the import, statuses sync to the built-in statuses or to those of a newly added object.
  Priorities Admin > Features > Priorities Automatic Synced automatically; in Sanplex, priorities can differ from one object to another.
  Issue linking Admin > Features > Relation Automatic Depending on your choice during the import, links sync to the built-in relation or to a newly added one.
  Resolution Admin > Features Automatic Maps to the resolution of bugs and the closed reason of stories, tasks, feedback, and tickets in Sanplex.
Jira issue data ID ID Automatic  
  Project Project Automatic  
  Issue type   Automatic Different issue types are imported as different objects in Sanplex.
  Summary Title Automatic  
  Status Status Automatic  
  Priority Priority Automatic  
  Sprint Execution Partial Newly added objects belong to the project but don't include the Sprint field.
  Description Description Automatic  
  Fix versions Linked release Partial Shown only under the matching release and only for child stories and bugs; for other issues this field isn't imported.
  Resolution Closed reason / Resolution Automatic Maps to the resolution of bugs and the closed reason of stories, tasks, feedback, and tickets in Sanplex.
  Creator Created by Automatic  
  Assignee Assigned to Automatic  
  Reporter Reported by Automatic Added automatically.
  Watchers Watchers Automatic Added automatically.
  Created date Created on Automatic  
  Date updated Updated on Automatic Added automatically.
  Due date Deadline Automatic Added automatically.
  Attachments Attachments Automatic  
  Linked issues Linked objects Automatic  
  Sub-tasks Child objects Partial Stories and tasks support parent-child hierarchies; for other objects the relation is recorded and can be viewed under Linked relations.
  Activity > Comments History > Comments Automatic  
  Estimated / logged hours Estimated / Cost hours Partial Built-in objects support both hour values and worklogs; newly added objects support hour values only.
  Custom fields Custom fields Automatic  

II. Data Usage Notes

The feature comparison is shown below. Click the user guides links to read the details. 

  Jira Sanplex Sanplex User Guides
Jira project features Project Project https://www.sanplex.com/book/sanplexguides/scrum-project-1407
Jira project features Sprint Execution https://www.sanplex.com/book/sanplexguides/product-planning-and-task-breakdown-1286
Jira project features Release Release https://www.sanplex.com/book/sanplexguides/create-releases-1268
Jira project features Permission Schemes Project > Settings > Permission https://www.sanplex.com/book/sanplexguides/set-permissions-1343
Issue types Epic Epic https://www.sanplex.com/book/sanplexguides/manage-stories-1266
Issue types Story Story https://www.sanplex.com/book/sanplexguides/manage-stories-1266
Issue types Task Task https://www.sanplex.com/book/sanplexguides/task-assignment-and-daily-tracking-1287
Issue types Bug Bug https://www.sanplex.com/book/sanplexguides/bug-submission-and-reports-1293
System features Users Admin > Users https://www.sanplex.com/book/sanplexguides/manage-users-1342
System features Issue Type Workflow > Objects https://www.sanplex.com/book/sanplexguides/overview-1585
System features Field Workflow > Fields https://www.sanplex.com/book/sanplexguides/overview-1585
System features Statuses Workflow > Statuses https://www.sanplex.com/book/sanplexguides/overview-1585
System features Screen Scheme Workflow > Pages https://www.sanplex.com/book/sanplexguides/overview-1585
System features Notification Admin > Notifications https://www.sanplex.com/book/sanplexguides/email-1495
System features Priorities Admin > Features  > Priority https://www.sanplex.com/book/sanplexguides/product-1483
System features Issue Linking Admin > Features > Relations https://www.sanplex.com/book/sanplexguides/relations-standard-version-1493
System features Resolution Closure Reasons https://www.sanplex.com/book/sanplexguides/product-1483

III. FAQ

1. Data import times out

Check whether Apache or Nginx on your server is running short of resources, and adjust the configuration if it is.

2. The description format changes after import

The Sanplex editor only supports text, images, and links. Anything else is converted into HTML-rendered content.

3. Fewer fields appear after import than in Jira

Only fields that have actually been used are imported; unused fields are skipped. You can add the missing fields yourself in the workflow.

This can also be a matter of edition: the open-source edition only supports built-in fields, not custom ones.

4. An extra sprint with the same name appears under the project after import

If any issues under the project have no sprint, Sanplex automatically creates a sprint named after the project and puts those issues in it.

5. When importing a file, saving reports that the API can't be reached

The domain you entered may be wrong — for example, an IP address was used instead. It's also possible that authentication for API calls isn't enabled.

6. User permissions aren't carried over

Jira and Sanplex handle permissions very differently, so you'll need to set up permission groups again.

7. An account can't sign in

Sanplex account names don't support special characters other than the underscore. When migrating from a cloud edition, if an account name is unusual, you can use its email address as the username.

8. Field formats change after import

If you map to an existing field during import, only the data is imported and the format stays the same. If a new field is created, then apart from the formats that Sanplex workflows support, the field becomes a single-line text field or a single-select dropdown, depending on whether it has options.

Jira formulas can't be imported as Sanplex formulas either, so they have to be reconfigured after the import.

9. History isn't displayed

History isn't migrated at the moment.

10. Story points on stories aren't displayed

The story point field (Story Points) has to be mapped manually.

11. Actions aren't displayed after import

Imported actions are disabled by default. Enable them in the workflow if you want to use them.

12. The number of users exceeds your license

If the user count exceeds your license, the import stops and you can't sign in. Contact us to add more licensed users.

13. Several stories/tasks/bugs appear when matching objects

In Jira Cloud, the stories, tasks, and bugs of team-managed projects have IDs different from Sanplex's default stories, tasks, and bugs, so all of them are recognized.

14. Import fails with: SQLSTATE[42000]: Syntax error or access violation: 1118 Row size too large. The maximum row size for the used table type, not counting BLOBs

Before importing, run the following in your database, then start the import again:

SET GLOBAL innodb_strict_mode = OFF

15. Problems importing data from the Jira plugin

Attachments from the Jira plugin aren't supported. Contact us if you need them imported and we'll handle it as a special case.

16. Other questions

Please contact us at [email protected].

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