Configure migrations from SharePoint

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

Important: Migrate for AODocs is currently available for our service teams only. For EAP access, contact

This article describes how to configure migrations from Sharepoint.

1. Access advanced mode and choose to create a SharePoint migration. The configuration screen opens.

2. Under Configure the source:

  • in the SharePoint type field, select:
    • Sharepoint online if you’re using SharePoint online
    • SharePoint 2013+ if you're using SharePoint 2013 or above
    • SharePoint 2010- if you're using SharePoint 2010 or below
  • enter your SharePoint URL
  • enter your SharePoint username and password

3. Click Check


4. If required, click Extract a preview of libraries in a spreadsheet to generate a spreadsheet listing the SharePoint sites and lists you have access to (depending on the SharePoint URL you entered).

Tip: Click the Sharepoint URL to open SharePoint in a new tab.


The SharePoint structure spreadsheet contains the following information:


5. Select the required SharePoint site from the drop-down list, which lists all sites available from the SharePoint URL you entered. 

Note: If your SharePoint URL contains only one site, it is selected automatically. 

6. Select one or more SharePoint lists.

Tip: Enter a string in the Name field to filter the list.

7. If required, specify what you want to extract as the title (and for Document Management libraries, attachment name) of your document. Usually the Sharepoint title and attachment name are the same, but they can be different. 

Select one of the options in the Extract as title field:

  • Document title: only the TITLE column appears in the extraction spreadsheet

  • Attachment name: only the TITLE column appears, but it is filled with the Sharepoint attachment name

  • Extract both (for DMS only): both the TITLE and ATTACHMENT_NAME columns appear

Note: If you're migrating to a Document Management library, you can choose between the three options. If you're migrating a Team Folder or Secured Folder, select either of first two options.

In the example spreadsheet below, we selected Extract both and entered different names in the TITLE column and ATTACHMENT_NAME column. 


8. Fill in the common options for migrations under Configure the source.

Note: If you don’t use versioning in SharePoint, leave the default option no versioning selected. Learn more: VERSION column.

9. Click Next.


10. Fill in the common options for migrations under Define target options, then click Next.

11. Under Wrap-up, choose whether to enable the cache:

  • Cache enabled to optimize the SharePoint throttling (default): when documents are being created in AODocs, the responses from SharePoint are stored in cache. This avoids having to make multiple calls to SharePoint, so the migration process is faster. However, if you run incremental SharePoint migrations you must clear the cache manually to be able to identify which source files have been changed since you ran the last migration.
  • Cache disabled, only use it for debug: when documents are being created in AODocs, the responses from SharePoint aren’t stored in cache, so multiple calls to SharePoint are required. This makes the migration process slower. However, if you run incremental SharePoint migrations there’s no need to clear the cache manually.

Learn more: What is throttling?

12. Optionally, before starting your migration you can flush the Gateway cache from previous migrations. This is useful if you recently made changes to your SharePoint files or folders.

Note: You must have Gateway connected to use the Flush cache option.

13. Fill in the common options for migrations under Wrap-up.


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