Migrating data from Box to SharePoint involves securely transferring files, folders, and documents between platforms. This guide walks you through each step of the process, including prerequisites and best practices for a successful migration.
What Does “Box to SharePoint Migration” Look Like?
Box is a cloud-based content management and file-sharing service widely used for enterprise collaboration and secure data storage. SharePoint, part of Microsoft 365, is designed for document management and collaboration within an organizational structure.
Why Are Organizations Migrating from Box to SharePoint?
Document Management
Box offers secure file storage and sharing capabilities, while SharePoint provides structured document libraries, version control, and advanced metadata tagging features that support compliance and large-scale content management.
Enterprise Collaboration
Box facilitates real-time collaboration and integrates with various third-party applications. SharePoint enhances collaboration with features like custom lists, workflow automation via Power Automate, and detailed permission control.
Microsoft 365 Ecosystem Integration
Organizations already using Microsoft Teams, Outlook, and OneDrive find that migrating to SharePoint helps unify storage, security, and access across tools, providing a seamless experience within the Microsoft ecosystem.
Prerequisites: What Should You Know Before Starting the Migration?
Access Credentials
Ensure you have valid admin-level credentials for both Box and SharePoint (Microsoft 365).
Required Permissions
Confirm that you have permission to access, download, and modify files in Box and create/upload content to the SharePoint site.
Choose the Right Migration Tool
You’ll need a tool that can handle large-scale, secure data transfers and retain permissions and metadata.
Why Use Cloudsfer?
- User-friendly setup for quick migration.
- Advanced security features to protect sensitive files.
- Customizable filters to migrate only selected data.
- Preservation of metadata and permissions during transfer.
Step-by-Step Process
Step 1: Assess Data Volume in the Box
- Log in to Box and review file usage and folder structure.
- Delete outdated or unnecessary files.
- Categorize files into logical groups for a more organized migration.
Step 2: Prepare SharePoint for Migration
- Create the appropriate sites, document libraries, and folders in SharePoint.
- Confirm there’s enough storage available.
- Assign permissions to users or groups in SharePoint as needed.
Step 3: Set Up Cloudsfer as Your Migration Tool
- Connect Box
-
- Log in to Cloudsfer.
- Select Box as your source and authenticate access.
2. Connect SharePoint
-
- Select SharePoint Online as the target.
- Authenticate with your Microsoft 365 credentials and choose the right site/document library.
3. Select Data to Migrate
-
- Use Cloudsfer’s interface to choose folders and files.
- Apply filters to include only relevant data (file types, modified dates, etc.).
Step 4: Start the Migration
Initiate the Migration Process
- Start the migration using Cloudsfer’s dashboard with a few simple clicks.
Monitor Progress
- Track the migration status through progress indicators and logs.
Handle Errors
- If any issues occur, Cloudsfer will provide error logs for troubleshooting.
Step 5: Verify and Finalize the Migration
- Validate that all files have been successfully transferred.
- Check permissions to ensure access settings match Box.
- Review workflows and integrations after the transition.
