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Migration

ShareFile to SharePoint Online Migration — Fixed Price, 7 Days

ShareFile to SharePoint Online Migration moves your ShareFile account — Citrix ShareFile until 2024, a Progress product since Progress Software completed the acquisition on October 31, 2024 — into Microsoft 365: Shared Folders become SharePoint Online document libraries, each employee's My Files & Folders becomes their OneDrive, and any library a team works in can be connected to a Teams channel. What moves: folders, files, version history and timestamps where the migration tool supports them, folder permissions mapped to Microsoft 365 groups, and active shared links re-issued from SharePoint or OneDrive. What does not: ShareFile workflows, e-signature envelopes and audit trails, the client portal experience, and FTP endpoints and integrations. Fixed $2,500 for the standard scope — one ShareFile account into one tenant, up to 250 GB, 50 top-level folders and 50 employee users — delivered in 7 days; larger estates are quoted in writing from the inventory. A third-party migration tool license, where one is used, is passed through at cost, Microsoft storage add-ons are billed to you, and you pay after you approve delivery.

Timeline 7 daysService owner Roman SotnikMicrosoft 365ShareFileSharePoint

What this engagement is

ShareFile is a capable secure file-exchange product, and most organizations that leave it do so for one reason: they already pay for SharePoint Online and OneDrive inside Microsoft 365 and want one place for documents, one identity, one set of sharing rules, and Teams and Copilot working on the same files. Accounting, legal and advisory firms — ShareFile's core market — are the typical callers, usually with a mix of departmental Shared Folders, per-person folders, and client-facing folders with active share links. ShareFile was a Citrix product; Progress Software completed its acquisition of the ShareFile business from Cloud Software Group on October 31, 2024, and it is sold as Progress ShareFile today. The admin console, the folder model and the API are the same product, so the method below applies whichever name is on your contract. Microsoft's own Migration Manager has no ShareFile connector (at the time of writing it reads file shares, Google Drive, Box, Dropbox and Egnyte), so we use one of two routes and tell you which at kickoff. The default is a cloud-to-cloud migration tool with a ShareFile API connector — for example CloudFuze, Movebot or DryvIQ, licensed at cost — which copies folders, files, timestamps, version history and folder permissions directly from ShareFile into SharePoint and OneDrive and supports delta passes. The alternative, for small estates where versions are not wanted, is a staged export: ShareFile content lands on a file share we control and Microsoft's Migration Manager agent moves it into SharePoint; that route carries current versions only, which the inventory states folder by folder. Either way the work runs as a pilot, a bulk pass scheduled for evenings and weekends in your region (Microsoft throttles background migration traffic harder during weekday daytime), a delta pass that catches changes made since the bulk copy, and a cutover where ShareFile goes read-only and people work from SharePoint, OneDrive and Teams. The pattern is the same one we use for Dropbox and Box moves; only the connector differs. A worked example, no customer name: a 40-person accounting firm with a 180 GB ShareFile account — 32 top-level Shared Folders (one per client group plus Tax, Audit, HR and Admin), 38 employee My Files & Folders totaling 40 GB, and around 120 client users holding share links on 9 of the folders. The inventory maps the 32 Shared Folders into 6 document libraries on 3 SharePoint sites (Clients, Firm Operations, Tax Season), with the Clients site connected to a Teams team; the 38 personal folders become 38 OneDrive accounts; the 9 externally shared folders get new SharePoint sharing links sent to the same outside people; version history moves for the client libraries and current versions only for the HR and Admin archives, which the firm chose to keep transfer volume down. That estate sits inside the standard scope, so the price is the fixed $2,500 and the schedule is the 7-day plan below. Estimate your migration: the Microsoft 365 migration estimator prices mail and file moves from Google Workspace, Exchange, another tenant and file servers at the figures printed on each service page. ShareFile is not yet one of its file sources, so for the ShareFile part use this page's figure — $2,500 inside the standard scope — and the estimator for everything else moving at the same time. The quote itself comes from three numbers you can read in the ShareFile admin console: total storage used, the count of top-level Shared Folders, and the count of employee users. Inside the caps, the quote is $2,500; above any one of them, we quote in writing from the inventory before work starts, and the method does not change — only the number of batches and days.

Success criteria

01Every folder and file in the agreed inventory is present in its mapped SharePoint library or OneDrive, and item counts and total size reconcile against the ShareFile source in the verification report.
02Folder permissions follow the signed permission map: each top-level folder's readers and editors are Microsoft 365 or SharePoint groups, and a named person can open what they could open in ShareFile and nothing more.
03Version history and timestamps are present where the inventory marked them in scope and the tool supports them; where the staged-export route was used, the report says so folder by folder.
04Every active external share on the list you confirmed has a working SharePoint or OneDrive sharing link, and the outside recipients have been told where the files now live.
05ShareFile is read-only from cutover, the delta pass has caught changes made during the bulk copy, and your users work from SharePoint, OneDrive and Teams on day 7.

What you receive

✓Inventory and mapping workbook: every top-level ShareFile folder and employee user, its size and item count, its destination site, library or OneDrive, and whether version history is in scope — signed off before the pilot.
✓Permission map: ShareFile folder rights (view, download, upload, delete, admin) translated into SharePoint roles and the Microsoft 365 or SharePoint groups that hold them.
✓Target build: SharePoint sites and document libraries, Teams connection where wanted, OneDrive provisioning for the employee users in scope, and the sharing settings the permission map needs.
✓Pilot migration of one Shared Folder and two personal folders, with the verification method applied to it before the bulk pass.
✓Bulk pass and delta pass, with a run log of throttling and retries, skipped items (names, paths or sizes SharePoint rejects) and how each was resolved.
✓Cutover: ShareFile set read-only, external sharing links re-issued from SharePoint or OneDrive, and a one-page note for your users on where their folders now are.
✓Verification report: source-to-target counts and sizes per library and OneDrive, the exceptions list with its disposition, and the closure call.

How the work unfolds

Day 1 — Kickoff and inventory

Confirm the three scope numbers against the ShareFile admin console, export the folder tree, the employee and client user lists and the active share links, and agree the migration route (API connector or staged export).

Days 1–2 — Mapping and permission design

Map every top-level folder to a site, library or OneDrive, translate folder rights into groups, and decide version history folder by folder; you sign the mapping workbook and the permission map.

Day 2 — Target build and pilot

Build the sites, libraries, groups and Teams connections, migrate one Shared Folder and two personal folders, and verify counts, permissions and versions on the pilot before anything else moves.

Days 3–5 — Bulk pass

Run the bulk copy in batches scheduled for evenings and weekends in your region, monitor throttling and retries, and resolve name, path and size exceptions as they surface. ShareFile stays fully in use.

Day 5 — Permissions and external links

Apply the permission map, re-issue sharing links for the external shares you confirmed, and brief your users on what changes at cutover.

Day 6 — Delta pass and cutover

Catch everything added or changed since the bulk copy, set ShareFile read-only, and switch users to SharePoint, OneDrive and Teams.

Day 7 — Verification and closure

Reconcile source and target, hand over the verification report and exceptions list, and hold the closure call. ShareFile stays read-only until you decide to close the account.

Prerequisites

→Microsoft 365 licenses that include SharePoint Online and OneDrive for every user who will own a OneDrive or open a library. Microsoft 365 Business Basic ($84 per user per year), Microsoft 365 Business Standard ($168) and Microsoft 365 Business Premium ($264) all include both — Microsoft list price, October 2026 price list, annual commitment. Standalone SharePoint (Plan 1) and OneDrive for business (Plan 1) cover people who need only the storage; their current prices are on those pages.
→A ShareFile administrator account for the migration tool (API route) or for the export (staged route), kept active and read-only from cutover until you accept the verification report.
→SharePoint Administrator rights in your Microsoft 365 tenant, granted through a time-bound GDAP relationship you approve — we never ask for standing global admin.
→Tenant storage for what moves: SharePoint's pooled storage (1 TB plus 10 GB per licensed user at the time of writing) and each user's OneDrive quota. If the inventory exceeds it, Office 365 Extra File Storage ($2.40 per GB per year, Microsoft list price, October 2026 price list) is a Microsoft charge on your bill, not part of this fee.
→The three numbers for the quote — total storage used, count of top-level Shared Folders, count of employee users — plus a named decision-maker who signs the mapping workbook and the permission map.

Who does what

IT Partner

  • Build the inventory and mapping workbook and the permission map from the ShareFile exports, and walk you through both before you sign.
  • Build the target: SharePoint sites, document libraries, groups, Teams connections and OneDrive provisioning for the users in scope.
  • Select, configure and run the migration tool (third-party license passed through at cost) or the staged export, including the pilot, the batched bulk pass and the delta pass.
  • Monitor throttling and retries, resolve name, path and size exceptions per the rule you approved, and log every skipped item with its disposition.
  • Apply the permission map, re-issue the external sharing links you confirmed, set ShareFile read-only at cutover, and write the one-page user note.
  • Reconcile source and target, deliver the verification report and exceptions list, and hold the closure call.

Your team

  • Name a point of contact and a decision-maker who signs the mapping workbook and the permission map on day 1 or 2.
  • Provide a ShareFile administrator login for the tool or export, and approve the GDAP relationship for your Microsoft 365 tenant before kickoff.
  • Assign SharePoint and OneDrive licenses to every user in scope before the pilot.
  • Confirm the list of external shares to re-issue and the outside recipients who should receive the new links.
  • Hold changes in ShareFile where asked during the delta and cutover window, and tell your users what changes on cutover day using the note we provide.
  • Decide when to close the ShareFile account after accepting the verification report; closing it is your action.

What's not included

✕ShareFile workflows, approvals and automated folder rules — rebuilt separately in Power Automate or SharePoint if you want them. E-signature envelopes, in-progress signing requests and signature audit trails stay in ShareFile; signed PDFs saved in folders move as ordinary files.
✕The client portal experience: the branded portal, file-request lists and client logins are not recreated; outside people receive SharePoint or OneDrive sharing links instead. A client-facing SharePoint site in your own branding is separate work — see SharePoint Online and Microsoft 365 Apps Customization.
✕FTP and FTPS endpoints, the Outlook plug-in, Drive Mapper, desktop sync clients, and any integration that writes to ShareFile — you re-point or retire them after cutover; we list them in the inventory so none is forgotten.
✕Email, Teams or other workloads moving at the same time — price them alongside this service with the migration estimator. Sources other than ShareFile have their own pages: SharePoint Online - Migration from File Share As-Is for shared folders on a file server, User Home Folder Migration to OneDrive for Business for personal folders on a file server, and File Server Migration to Azure Files and SharePoint for multi-server estates.
✕SharePoint information architecture beyond the mapping this migration needs. If the estate you are moving into has grown without a plan, the SharePoint Governance and Information Architecture Review is the right first step; a tenant with no SharePoint yet starts with SharePoint Online - Initial Planning and Setup.
✕End-user training beyond the one-page cutover note, and ongoing administration after the closure call.
✕Microsoft and third-party charges: extra tenant storage, add-on licensing and the migration tool license (passed through at cost) are billed to you and are not part of the $2,500.

Limitations & technical notes

!Standard scope: one ShareFile account into one Microsoft 365 tenant, up to 250 GB of content, 50 top-level Shared Folders and 50 employee users' personal folders. Estates above any one of those caps are quoted in writing from the inventory; the method does not change, the number of batches and days does.
!Migration Manager has no ShareFile connector at the time of writing (its sources are file shares, Google Drive, Box, Dropbox and Egnyte), which is why the default route is a third-party tool with a ShareFile API connector, licensed at cost. ShareFile's API documentation states that excessive use is curtailed programmatically without publishing a figure, so the tool backs off and retries and the bulk pass runs as batches rather than one job.
!Microsoft throttles background migration traffic into SharePoint and OneDrive more tightly during weekday daytime hours and allows higher volumes in the evenings and on weekends in your region, and throttling cannot be switched off; bulk batches are scheduled accordingly and the 7-day plan assumes it.
!Version history: ShareFile keeps unlimited versions by default unless an administrator has set a cap; SharePoint libraries keep 500 major versions per file by default at the time of writing. Versions move only on the API-connector route and only where the tool supports them; the staged-export route moves current versions only. Moving versions multiplies transfer volume, so the inventory marks it folder by folder.
!Names and paths: SharePoint rejects the characters " * : < > ? / \ | in file and folder names, limits a name to 255 characters and the full decoded path to 400 characters, and ShareFile allows some of what SharePoint does not. Affected items are renamed or shortened per the rule you approve and listed in the exceptions report. Per-file size is not a practical limit: ShareFile caps uploads at 100 GB (10 GB on VDR plans) and SharePoint accepts files up to 250 GB at the time of writing.
!Permissions: ShareFile grants rights per user per folder (view, download, upload, delete, admin); SharePoint grants roles (Read, Edit) to groups and works poorly with deep unique permissions. The permission map therefore consolidates to group-based access at the folder level you agree on — a documented simplification, not a loss of control.
!Shared links: ShareFile share links and file-request links stop working when the account is closed and cannot be carried over; the replacements are SharePoint or OneDrive sharing links issued to the same recipients for the folders you confirm. Outside people who need an ongoing login become Entra ID guests rather than ShareFile client users.
!Microsoft and ShareFile facts above were checked against vendor documentation on October 5, 2026. Technical content reviewed October 2026.

Frequently asked questions

How long does a ShareFile to SharePoint migration take?

7 days for the standard scope — up to 250 GB, 50 top-level folders and 50 employee users — following the plan above: inventory and mapping on day 1, pilot on day 2, bulk copy on days 3 to 5 in evening and weekend batches, delta pass and cutover on day 6, verification and closure on day 7. ShareFile stays in use until day 6. Larger estates add bulk-copy days in proportion to volume and are quoted in writing with their own timeline.

Is ShareFile a Citrix or a Progress product now?

Progress. ShareFile was a Citrix product; its parent became Cloud Software Group, and Progress Software completed its acquisition of the ShareFile business from Cloud Software Group on October 31, 2024. It is sold as Progress ShareFile today. For the migration nothing changes: the admin console, the folder model (Shared Folders, My Files & Folders, employee and client users) and the API that migration tools use are the same product, so the method on this page applies whichever name is on your contract.

Do permissions carry over?

They are translated, not copied. ShareFile grants rights per user per folder; SharePoint grants Read or Edit to groups. We build a permission map from the ShareFile folder rights export: each top-level folder gets a readers group and an editors group (Microsoft 365 or SharePoint groups), people are placed in them according to what they could do in ShareFile, and deep per-subfolder exceptions are consolidated to the folder level you agree on. You sign the map before the pilot, and the verification report tests named people against it.

What happens to shared links and our client users?

ShareFile share links and file-request links cannot be carried over and stop working when the account is closed. You confirm which external shares matter (the inventory lists every active one), and on day 5 we issue SharePoint or OneDrive sharing links for those folders to the same recipients. Outside people who need an ongoing login become Entra ID guests with access to specific libraries rather than ShareFile client users. The branded client portal itself is not recreated — see what is not included.

Can we keep using ShareFile during the migration?

Yes, until the cutover on day 6. The bulk copy runs while ShareFile is fully in use; the delta pass then catches everything added or changed since. From cutover ShareFile is set read-only so nothing new lands there, and it stays read-only — not closed — until you accept the verification report and decide to end the subscription. Closing the account is your call and your action; keeping it read-only for one more billing cycle is a sensible safety net.

Does version history move?

On the API-connector route, yes, where the tool supports it — ShareFile keeps unlimited versions by default, and SharePoint libraries keep up to 500 major versions per file by default at the time of writing. On the staged-export route only the current version moves. Because versions multiply transfer volume, the inventory marks version history in or out folder by folder; most firms keep it for live client work and skip it for archives.

Which migration tool do you use, and why not Microsoft's Migration Manager?

Migration Manager has no ShareFile connector at the time of writing — it reads file shares, Google Drive, Box, Dropbox and Egnyte — so a direct ShareFile move needs a cloud-to-cloud tool with a ShareFile API connector, for example CloudFuze, Movebot or DryvIQ, licensed at cost and chosen at kickoff for your estate. For a small estate where versions are not wanted, we can instead stage the content on a file share and let Migration Manager finish the job, which avoids the tool license. Either route gets the same pilot, bulk, delta and verification steps.

What does the $2,500 cover, and what if we are larger than the standard scope?

$2,500 fixed covers everything on this page for one ShareFile account into one Microsoft 365 tenant, up to 250 GB, 50 top-level Shared Folders and 50 employee users, delivered in 7 days, with payment after you approve delivery. Not in the fee: Microsoft licenses and storage add-ons, and a third-party tool license where one is used, both passed through at cost. Above any one cap, send the three numbers from the admin console and you receive a written fixed quote from the inventory before work starts.

Which Microsoft 365 licenses do we need before the migration?

Every user who will own a OneDrive or open a library needs a plan that includes SharePoint Online and OneDrive. Microsoft 365 Business Basic ($84 per user per year), Business Standard ($168) and Business Premium ($264) all do — Microsoft list price, October 2026 price list, annual commitment — and so do the Office 365 and Microsoft 365 enterprise plans. Standalone SharePoint (Plan 1) and OneDrive for business (Plan 1) cover people who need only the storage. Licenses must be assigned before the pilot on day 2; Microsoft 365 Business Basic is the usual starting point for a firm that has no Microsoft 365 yet, and we can supply the licenses at list price.

What happens to ShareFile workflows, e-signatures and the client portal?

They do not move. Workflows and approval rules are rebuilt in Power Automate or SharePoint as separate work if you want them; e-signature envelopes, in-progress requests and signature audit trails stay in ShareFile, while signed PDFs saved in folders move as ordinary files; the branded client portal and its file-request lists are replaced by SharePoint or OneDrive sharing links and, where needed, guest access. Professional services firms planning the target structure may find how law firms should structure SharePoint for compliance a useful read before the mapping workshop.

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