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Admin Guide

Box to SharePoint Migration Guide

This guide shows you how to migrate Box files and folders to SharePoint Online. Migrate documents, permissions, folder structures, and metadata.

15 min read Updated: 2024-12-17 Box to Microsoft 365

Overview

This Box to SharePoint Migration Guide shows you how to migrate your Box files and folders to SharePoint Online using the Cloudiway platform.

Box Enterprise Required: Cloudiway uses the Box API to access your Box account. You'll need Box Enterprise or Business Plus with admin access.

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What's Migrated

The following items are migrated from Box to SharePoint:

Files & Documents
Folder Structure
Permissions
Timestamps
Version History
Metadata
All File Types
Box Notes
Box Notes: Box Notes are migrated as-is and will not be converted to any other Microsoft format.

Limitations

The following items are not migrated or have limitations:

  • Box Shared Links: Shared links are not migrated and must be recreated in SharePoint.
  • Box Comments: File comments are not migrated to SharePoint.
  • Box Tasks: Tasks associated with files are not migrated.
  • Box Workflows: Box Relay workflows are not migrated.
  • Box Integrations: Third-party app integrations are not migrated.
  • External Collaborators: External users must be re-invited in SharePoint.

Prerequisites

To perform the Box to SharePoint migration, you need admin access to both platforms.

Box Requirements

Box Admin Account

A Box Admin or Co-Admin account with access to all users' content

Box Enterprise

Box Enterprise or Business Plus subscription for API access

Microsoft 365 Requirements

SharePoint Administrator

Microsoft 365 Global Admin or SharePoint Administrator role

Entra ID Application

An Entra ID (Azure AD) Application with Application Permissions (Cloudiway can create this automatically)

Migration Process

The Box to SharePoint migration follows these steps:

1
Connectors
2
Discovery
3
Target
4
Mapping
5
Audit
6
Migrate

Step 1: Create Connectors

Create connectors for both Box and Microsoft 365.

Box Source Connector

Go to Connectors > New, select Box as connector type and select Files.

Box Source Connector configuration
Box Source Connector Configuration
Field Description
Upload a box key.json file Upload the JSON key file generated from your Box application. This file contains the credentials needed to authenticate with Box API.
Admin Email The email address of the Box Admin account that will be used for the migration
How to get the key.json file: You need to create a Box application with JWT authentication in the Box Developer Console. Follow the step-by-step guide: Box.com App Account Configuration

Microsoft 365 Target Connector

Create a Microsoft 365 connector for the target SharePoint. Go to Connectors > New, select Microsoft 365 and Files.

Microsoft 365 Target Connector configuration
Microsoft 365 Target Connector Configuration
Field Description
Email Address The email address of the Microsoft 365 administrator account
Administrator Password The password for the administrator account
Regular O365 Tenant Enable this option for standard Microsoft 365 tenants (disable for GCC or other government tenants)

Click GRANT ADMIN CONSENT to authorize the Cloudiway application to access your Microsoft 365 tenant.

Step 2: Fill User List

To retrieve or upload your Box users, select the User List tab under the Files product. There are three ways to populate the migration list.

Option 1: Discovery (Get List)

Under MIGRATION, click on the Get List option to discover all Box users:

Get Box Users
Get List Option

Select your source Box connector and click GET to start the discovery process. All Box users with their root folders will be listed.

Option 2: CSV Import File

The second way to populate the migration list is to upload a CSV file.

Check this article for generating the CSV file correctly: How to fill the Users/Groups CSV file

Click MANAGE > Import. Select the CSV File, the Source and Target Connectors, then click Upload.

Option 3: Manual Creation

The third way is to manually create an entry. Click the MANAGE tab, and from the drop-down list click Create.

Step 3: Configure Target Location

Configure where Box content will be migrated in SharePoint. You have several options:

  1. Migrate to a SharePoint site document library
  2. Migrate to a specific folder within a document library
  3. Migrate to OneDrive for Business (for personal folders)

Assign Target Connector

Select users in the list and from the menu, click on MANAGE, then Assign Target to assign the Microsoft 365 target connector.

Set Target Location

Configure the target SharePoint site URL and document library name in the Target Name field.

Auto-Provisioning: If the SharePoint site or document library doesn't exist, it can be created during the preprocessing task.

Step 4: Mapping Table

The mapping table converts Box user emails to Microsoft 365 accounts. This ensures permissions are correctly migrated.

Important: Cloudiway automatically populates the mapping table during the Discovery process. However, verify the mapping table before migration as entries may be missing or emails may differ between Box and Microsoft 365.

Navigate to Settings > Mapping Table to verify that:

  • All Box users have a corresponding Microsoft 365 account
  • Email addresses are correctly matched
  • External collaborators are mapped if needed

Step 5: Audit

The audit is optional and purely informative. You do not have to run it unless you want to see how many files and folders you have in Box.

This feature reports information about the Source Box account:

  • Number of files
  • Number of folders
  • Total data size

To Audit a Box user, in User List, select it and click MIGRATION > Audit.

Audit Benefits: The audit helps you estimate migration time, identify large folders, and verify that all data is accessible before migration.

Step 6: Preprocessing

The preprocessing step creates the target SharePoint sites and document libraries if they don't exist.

To run preprocessing, select the users and click MIGRATION > Preprocess.

Preprocessing Scheduled
Preprocessing Scheduled

After preprocessing completes successfully:

Preprocessing Success
Preprocessing Success

Step 7: Run Migration

Start the migration to copy Box files to SharePoint.

Recommendation: Run a test migration on a single user first to verify your configuration.
1

Select Users

Select the Box users you want to migrate.

2

Start Migration

Click MIGRATION then Start.

3

Monitor Progress

Monitor the migration progress in the logs table.

Migration Statistics
Migration Progress Statistics

Migrate to Specific Folder

It is possible to split and reorganize your content during migration.

In particular, you may want to migrate only specific folders or to migrate content to a specific folder. You can refer to the following article to determine how to configure the migration platform for these specific scenarios:

How to migrate files from or to a specific folder

Exclude Folder

If you want to exclude different folders from the migration, enter the Folder ID or Folder Path.

You can get the Folder ID from the URL, you don't need to enter the Folder Path:

Box folder exclusion by ID
Get the Folder ID from the Box URL

Delta Pass

Cloudiway supports delta passes for Box migrations. After the initial migration:

  • Only new or modified files since the last migration are copied
  • New folders are created
  • The platform does not duplicate content

How to Start a Delta Pass

Simply restart the migration on the same users. Cloudiway automatically detects what has already been migrated.

Frequently Asked Questions

Can I migrate Box folders to SharePoint document libraries?

Yes, Cloudiway supports migrating Box folders to SharePoint document libraries. Files, folder structures, and permissions are migrated.

Are Box permissions preserved during migration?

Yes, Box permissions are mapped to SharePoint permissions using the mapping table. User and group permissions are preserved.

Can I migrate Box shared links?

Box shared links are not migrated as-is. You will need to recreate sharing links in SharePoint after migration.

What happens to Box Notes?

Box Notes are converted and migrated to SharePoint. The content is preserved in a compatible format.

How long does the migration take?

Migration time depends on the volume of files, their sizes, and network conditions. The audit phase provides estimates. Typical migrations can process several GB per hour.

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