/
How to Request a Data Migration

How to Request a Data Migration

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.

Related content

Customer Support Home Page
Customer Support Home Page
Read with this
How to Interlink Hubspot Tickets
How to Interlink Hubspot Tickets
More like this