Run migrations in quick mode

Migrate for AODocs is a tool that allows you to migrate files and folders into your AODocs libraries.

This article explains the two quickest use cases for Migrate for AODocs:

  • import (move) the contents of a folder from your My Drive or from a shared drive to AODocs: just select a folder, an AODocs library and a document class; you don't have to edit your import before running it (but you can if you want to!)
  • run quick migrations “from scratch” using a Google spreadsheet

Notes:
– All AODocs users on your domain can run quick migrations.
– There's no need to install Gateway.
– When your quick migration is complete, you can access a report.

 Access quick mode and select your source 
Run quick migrations from Google Drive
Run quick migrations “from scratch” using a Google spreadsheet

Access quick mode and select your source

When you've got started with Migrate to AODocs, you're ready to run quick migrations. 

1. Press Quick migrations in the main screen. 

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2. Press New migration above the list of your current quick migrations.

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3. Select either: 

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Run quick migrations from Google Drive

1. Access Migrate for AODocs in quick mode and select Import from Google Drive.

2. Under Configure the source - Google Drive, select a folder in Google Drive or in a shared drive (left field), or an entire shared drive (right field), then press Select.

Note: To move files from a shared drive, you must be a Manager or Content Manager in the shared drive. To copy files from a shared drive, you can be a user in the shared drive.

Tip: Click the Google Drive icon in the left field to open the Google Drive or shared drive folder. You can recover the Drive ID of your selected folder if required.

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3. Under Define the target options - Google Drive, enter the following information:

  • the library into which you want to import the folder: when you enter three or more digits, a drop-down menu appears with all the matching libraries in which you're a contributor
  • the document class (and a template, if available and if required)

Note: If templates are defined in your document class, you can select from the list of available templates or select blank to select the document class without a template.
Learn more:
Handle templates in your migration sheet
Create and configure document templates

4. Select Edit sheet before import to create a migration spreadsheet which you can edit before importing your folder into AODocs.

5. Press one of the following:

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Edit your import before moving your files to AODocs

If you selected Edit sheet before import in step 5, a migration spreadsheet is generated.

1. Press the Edit spreadsheet button to edit your migration spreadsheet.

2. Press the Start upload button to proceed with your import and at each stage of the import.

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Import directly into AODocs

If you selected Start migration in step 5, the contents of your folder are imported directly into your library. There is no confirmation at each stage of the migration process. The migration spreadsheet is not available to edit before the import.

Tip: You can follow the progress of your migration. The Progress column shows the number of files imported and the total number of files to import.

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Note: The subfolder structure within the folder you selected is created in the AODocs library. The files are moved from Google Drive to your library; they are no longer available in Google Drive.

Create an extraction spreadsheet

Learn more:

If you selected Preview in sheets in step 5, an extraction spreadsheet is created. 

Press the spreadsheet button to open the extraction spreadsheet. 

Note: You can't run migrations from extraction spreadsheets. To run your migration, in step 5, select Start migration.

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Run quick migrations “from scratch” using a Google spreadsheet

1. Access Migrate for AODocs in quick mode and select Import from Google Sheets.

2. Under Configure the source - Google Sheets, choose whether to use versioning, then press Next.

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3. Under Define target options - Google sheets, enter the same information as for Google Drive migrations.

4. Press Start migration.

5. Fill in your migration spreadsheet.

Notes about attachments:
– To import to Team Folders or Secured Folders, you must add one attachment per document.
– Enter only Google Drive files, using the format: drive:/[Google Drive ID]. Quick mode doesn't use Gateway, so you can't import local files.  

6. Press Start upload to run your migration.

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