ShareFile to SharePoint Online Migration — Secure Content Transfer

The ShareFile to SharePoint Online Migration service helps organizations move intended files, folders, and related content from ShareFile into Microsoft SharePoint Online. It includes planning, preparation, data mapping, test migration, migration execution, monitoring, and post-migration verification so that migrated content is available to the appropriate users with metadata and permissions preserved where in scope.

The service includes defining migration objectives, timeline, and scope; mapping ShareFile data to SharePoint Online; validating the plan through backup and a test migration; starting and monitoring the migration batch; and verifying migrated data, metadata, and permissions. It also includes follow-up and closure conversations after the migration work is completed.

This service does not include informing users about upcoming changes, customer team training, or desktop software settings. Training can potentially be added as a separate service, but it is not part of the stated ShareFile to SharePoint Online Migration scope.

The listed service duration is 7 days. The actual migration approach, batch timing, and validation activities are planned during the engagement based on the defined scope and the readiness of the ShareFile and SharePoint Online environments.

The service is priced at a fixed $875 per project, quoted in writing before work begins — you pay after you approve delivery. Work outside the stated scope, such as customer team training, is quoted separately.

Before migration, the user performing the migration must have the necessary permissions and access to both ShareFile and SharePoint Online. The SharePoint Online environment should be prepared, the ShareFile data should be reviewed and organized, and a migration plan should be developed for tools, methods, and handling data that cannot be migrated.

The client must provide a dedicated point of contact, coordinate any outside vendor resources, and provide temporary access to the existing environment and IT infrastructure. The client is also responsible for network equipment configuration, DNS changes if required, and informing users about upcoming changes.

The migration includes mapping ShareFile data to SharePoint Online, including file names, metadata, and permissions. A successful migration means the intended data retains original formatting, metadata, and permissions and is accessible by the appropriate users in the SharePoint Online environment.

Yes, the service includes backing up data and running a test migration to validate the migration plan. This helps identify issues that should be addressed before the actual migration batch is started and monitored.

The service focuses on migrating the data that is intended to be moved, not necessarily every item in ShareFile. During planning, IT Partner and the client define what data needs to be migrated, where it will be stored in SharePoint Online, and what data can be left behind.

A prerequisite of the service is developing a plan for how to handle any data that cannot be migrated. The exact handling depends on what is discovered during review, mapping, and test migration, so exceptions should be discussed and documented during the planning phase.

After the migration batch is started and monitored, IT Partner verifies that the intended data migrated correctly, including metadata and permissions. The success criteria are that the intended ShareFile data is available in SharePoint Online, retains formatting, metadata, and permissions where in scope, and is accessible by the appropriate users.