Before you start
- Connections to the source and destination SharePoint hosts.
Step 1: Download the template
Open Copy → Bulk copy from CSV → Download CSV template. It contains an example of every kind of row.
Step 2: Fill the CSV
One row per migration:
| Column | What to enter |
|---|---|
| Type | Site, List, Folder (a library, folder or file) or FileShare |
| SourceUrl | Address of the site, list, folder or file – or \\server\share |
| DestinationUrl | The site, library or folder to copy into |
| Options | Optional, e.g. permissions=no;versions=10;conflict=ifnewer; for Site rows action=subsite;url=finance;title=Finance |
| SourceConnection / DestinationConnection | Optional connection names – empty = found from the address |
Step 3: Open the CSV – every row is checked
Click Open CSV file…. Each row is checked: connection, site, list and folder. Ready rows get a green tick; rows with problems are explained and skipped – fix them in the file and open it again.
Step 4: Start or schedule
Click Start or Schedule. Every valid row becomes its own task in Tasks and runs with the Run … at a time setting (up to 10).
Good to know
- Leave Options empty for incremental copies (merge, copy if newer) – run the same CSV again for a catch-up.
Need help?
Search the help center, open a support ticket, or let us run the migration for you.
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