---
title: "Migration preparation guide"
canonical: "https://help.refined.com/space/MIGRATETOOLKITCLOUD/7082442893/Migration%20preparation%20guide"
format: markdown
---
## Introduction

This guide will help you prepare for your migration to Cloud with Toolkit.

There are a few important changes to be aware of. Please review this page to understand how Refined Toolkit works on Cloud and what to expect during and after your migration.  
  


**What do you need to know?**  


<details>
<summary> Step 1: Understand the Cloud Toolkit apps</summary>

- **Refined Toolkit is now two apps on Cloud**

On Cloud, Refined Toolkit has been split into two separate apps:

**[Refined Macro Toolkit](https://help.refined.com/space/MACROTOOLKIT/5635604632/Macros)** – content formatting macros  
**[Refined UI Toolkit](https://help.refined.com/space/UITOOLKIT/5628854324/Get+started)** – Page Builder and navigation components

We know our customers use Refined in different ways. This allows you to install only the functionality you need.  


- **Both Toolkit apps are available on**** ****[Forge](https://developer.atlassian.com/platform/forge/)**** (from July 2026 onward).**

Forge is Atlassian's modern Cloud platform. Forge Native apps run entirely on Atlassian's infrastructure, offering better security, improved reliability, long-term compatibility with Atlassian Cloud and no customer data leaving Atlassian's environment.  


- **Review your macro content to choose which apps you need.**

| **Feature** | **Macro Toolkit** | **UI Toolkit** |
| --- | --- | --- |
| **Content formatting macros **(Panels, tabs /expands, countdown etc.) | ✅ | ❌ |
| **Page Builder macro **(Advanced page layout & formatting) | ❌ | ✅ |

> ⚠️ **Not sure? Contact our Support team.** It's important to identify which macros you use before migrating to Cloud to ensure you install the correct Toolkit apps and avoid disruption.
</details>

<details>
<summary> Step 2: Using nested Refined macros? Read this first. </summary>

Before migrating, review how nested macros are affected. This will help to avoid unexpected changes after migration.  
  
If your pages contain **Refined Step Container, Refined** **Tab Container, or Refined** **Expand Container** macros, it's important to understand how nested content behaves after migration.

> ❌ After migration, **native Atlassian and third-party macros** nested inside Refined macros (Refined Step Container, Refined Tab Container, or Refined Expand Container) **will not be visible on published pages.**

### What changes after migration?

| If you have... | What happens |
| --- | --- |
| **Native Atlassian macros** nested inside Refined container macros | They remain in the page and are **editable**, but **will not be visible on published pages** until moved outside the Refined container macros. |
| **Third-party or Connect-on-Forge macros** nested inside Refined container macros | Same behavior as above. Content is preserved and **editable,** but **not visible** until moved outside the Refined container macros. |
| **Refined container macros **nested inside other Refined container macros | Existing nesting is preserved automatically using the Legacy Content Macro.<br>The content **remains visible on published pages**, but the **nesting cannot be restructured** in the new editor. |

> ⚠️ **Good to know:** Macro content is never permanently lost. The limitations affect visibility and editing, not data preservation.

### What should you do?

If your pages contain **native Atlassian or third-party macros** inside Refined container macros, review those pages after migration and choose one of the following:

- **Restructure** the page by moving the nested macro outside the Refined container macros, so they become visible again.
- **Leave the page as-is** if the hidden content is no longer needed, or you plan to move it outside  of Refined container macros after the migration.

### Refined container macros

If your pages use **Step Container, Tab Container, or Expand Container** macros:

- They are automatically wrapped in the **Legacy Content Macro** during migration.
- No preparation is required before migrating.
- You can continue editing the content.
- Re-nesting or restructuring these macros after migration in the new editor **is not possible.**

> ❌ **Note: **If you un-nest these macros in Data Center before migrating, the Legacy Content Macro will not apply in Cloud, and you **will not be able to re-nest them afterwards**. 
> ❌ 
> ❌ Leaving the nesting in place before migration is the safe option.
</details>


> ⚠️ Re-nesting or restructuring **Refined** container macros **after migration** in the new editor **is not possible.** Please do not Skip step 2.


<details>
<summary> Step 3: Supported migration paths</summary>

- **DC → Forge Native** (Macro Toolkit and/or UI Toolkit)
- What changes

| What changes | DC → Cloud (Forge Native) |
| --- | --- |
| **Themes & visual customization** |
| Space themes (background colors and images on pages) | — |
| **Macro nesting** |
| Native Atlassian macros nested inside Refined macros  
*e.g. Table of Contents inside a Tab or Panel* | Not supported. Content is not lost but will not be visible on published pages until moved outside the macro. |
| Third-party or Connect-on-Forge macros nested inside Refined macros | Not supported. Content is not lost but will not be visible on published pages until moved outside the macro. |
| Refined macros nested inside Refined macros  
*e.g. Tab inside a Panel* | Existing nesting is preserved via the <u>[Legacy Content Macro](https://support.atlassian.com/confluence-cloud/docs/the-legacy-content-macro/)</u> - content remains visible and readable.<br>Note: Re-editing or restructuring the nesting is not possible in the new editor. |
| Editing existing bodied macro content  
*Known Atlassian platform bug* | Not currently supported by Atlassian. However we have introduced a workaround that will enable the editing/saving of the macro. |
| **Images** |
| External image URLs in macros and Page Builder  
*Previously: paste a URL to use a web-hosted image* | Not supported. Previously added images can be downloaded from the macro editing interface and re-uploaded locally. |
| **Macros not available on Cloud (DC migrations only)** |
| DC-only macros with no Cloud equivalent  
*e.g. Image macro, Profile macro, Divider macro, and others* | Not available on Cloud. See <u>[full list of differences between DC and Cloud](https://help.refined.com/space/MIGRATETOOLKITCLOUD/5333844090/Differences+between+Server%2FData+Center+and+Cloud+in+Macro+Toolkit)</u>. |
| **Page Builder (UI Toolkit)** |
| Page Builder data retained after uninstall.  
*Only relevant during the transition window between uninstalling old app and installing new one.* | — |
| Historical layout versions in Page Builder.  
*Previously: browse and restore prior layout versions within the app* | Not supported. Use <u>[Confluence page versioning](https://support.atlassian.com/confluence-cloud/docs/view-page-history-and-manage-page-versions/)</u> to access previous versions instead. |
</details>

  


> ℹ️ If it feels like a lot, feel free to [open a support ticket in our portal](https://help.refined.com/portal/13) - our team is here to guide you at any point.

  
  
🔗** Useful links**

- [FAQ Toolkit](https://help.refined.com/space/TOOLKITCLOUD/5683937411/FAQ+Toolkit+new+app(s))
- [Macro comparison between Refined apps](https://help.refined.com/space/TOOLKITCLOUD/6455885840/Macro+comparison+between+Refined+apps)