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Jira to Salesforce
Discover how a leading BFSI customer seamlessly migrated customer data and JIRA tickets into Salesforce using MuleSoft APIs. Our client is a major player in the Banking, Financial Services & Insurance (BFSI) sector. They relied on a legacy Keystone system to manage critical customer information and used JIRA to track service and issue tickets. To modernize their CRM, they aimed to migrate all Keystone data and JIRA tickets into Salesforce—enabling centralized, streamlined customer and case management.
Challenges
- Legacy data lock-in: Keystone stored years of customer history in proprietary formats.
- Service silo: JIRA tracked internal service requests, with no connection to customer records in Salesforce.
- Need for flexibility: Both one-time migration and real-time sync were essential to avoid business disruption.
Solution
Yell Technologies leveraged MuleSoft’s Anypoint Platform to deliver an API-led orchestration model, designed to handle both batch and real-time integrations across systems.
Key integrations delivered:
- One-time & incremental Keystone → Salesforce APIs Migrated historical customer data and enabled incremental deltas for ongoing synchronization.
- Real-time Keystone ↔ Salesforce APIs Enabled bi-directional sync so that updates in either system instantly reflect in the other.
- One-time JIRA → Salesforce Cases API Populated Salesforce with all existing JIRA tickets as Cases, ensuring historical continuity.
Why Yell Technologies’s Approach Worked
- API-led design: Decoupled systems with reusable assets, enabling flexibility for maintenance and future enhancements.
- Strategic data migration: Phased migration minimized risk and preserved data integrity.
- Bi-directional sync: Ensured data coherence across platforms in real-time, supporting ongoing operations.
- Efficient onboarding of service data: Converted legacy ticketing workflows into Salesforce cases, unifying customer support channels.
Results
- Complete data migration: All customer records and JIRA cases are now centralized in Salesforce.
- Real-time data coherence: Changed records reflect immediately across Keystone and Salesforce.
- Unified support and CRM: JIRA tickets now surface as Salesforce Cases—creating a 360° support view.
- Modern, scalable architecture: Built on MuleSoft’s robust API foundation, ready for future integrations, including chatbots, document systems, or partner platforms.
Conclusion
Using MuleSoft and Yell Technologies’s API-first methodology, the customer successfully transitioned from Keystone and JIRA into a centralized Salesforce environment—without disruption. This delivered operational efficiency, improved customer visibility, and laid the groundwork for scalable innovation.