Datadog Org migration checklist

Before completing your migration, review the following checklist to ensure a smooth transition.

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Checkout our complete article if something is unclear.

✅ Plan & Preparation:

• Define the migration timeline and key milestones.
• Identify all assets (dashboards, monitors, users, logs, integrations) that need migration.
• Determine whether the migration is to a new or existing organization.

✅ Data & Configuration Transfer:

• Use the Datadog Sync CLI to migrate dashboards, monitors, and configurations.
• Ensure tagging and naming conventions are consistent across the old and new organizations.
• Set up dual shipping or log forwarding for continuity during migration.

✅ Agent & Integration Updates:

• Update Datadog Agents with the new API key and destination.
• Reconfigure cloud integrations (AWS, GCP, Azure, MongoDB Atlas, etc.).
• Verify that webhooks, alerting channels, and notification settings are properly migrated.

✅ Telemetry History & Performance Considerations:

• Document how teams will access historical data from the old organization.
• Ensure machine learning-based monitors have sufficient data for proper function.
• Monitor API rate limits if using custom scripts to export/import metrics.

✅ Testing & Validation:

• Verify that dashboards display the correct data in the new organization.
• Validate that monitors and alerts trigger as expected.
• Check that logs are being ingested properly and search functionality works.

✅ Communication & Post-Migration Support:

• Notify stakeholders about the transition and any expected changes.
• Provide updated documentation on the new setup.
• Set up a support channel to resolve migration-related issues.