How to Request a Data Migration

Owned by Rob Coons
Jun 13, 2024
1 min read

Maybe this will be a full guide later about all data migration, but it’s a placeholder for now to start a Jira ticket for this.

Base documentation for Jira tickets is here: How to Send a Technical ShelterBuddy Issue to Devs

Create the ticket in Hubspot with the following properties:

  1. Priority: Must Have

  2. Labels: data-migration

  3. Due Date: The customer’s realistic Go Live Date in the Hubspot Ticket.

 

Under construction: Do we mess with assignments? Or is this handled upon acceptance by engineering?

 

Workflow TBD: Upon the ticket being created, engineering is notified. If the ticket hasn’t been actioned in a measurable way within an agreed upon amount of time, notifications will be sent to related parties to make sure the migration is being planned for.

Workflow: If card isn’t sufficient for engineering to action, they flag the issue in Jira, which creates a visible marker in the Hubspot Onboarding Pipeline.