Documentation

Everything you need to know about SP Toolkit.

Getting Started

Installation, setup, and your first migration

•Download the SPPKG file from the Download page
•Upload to your SharePoint App Catalog
•Add the web part to any SharePoint page
•Start with a same-tenant migration to learn the workflow

Migration Guides

Step-by-step migration tutorials

•Same-tenant: Reorganize content within your organization
•Cross-tenant: M&A, divestitures, and partner transitions
•Version history preservation for documents
•Attachment migration with metadata

Field Types & Data

Supported fields and transformations

•30+ SharePoint field types supported
•Automatic field mapping by name
•Data transformation rules for complex scenarios
•Lookup, People, and Choice field handling

AI Features

AI-powered automation and insights

•AI-suggested field mappings
•Smart migration summaries
•Configurable via web part settings
•Works with Azure OpenAI or OpenAI directly

Configuration

Advanced settings and customization

•Migration profiles for reusable settings
•Throughput presets (Conservative, Balanced, Aggressive)
•Batch size and retry configuration
•Rich text and attachment options

Security & Permissions

Required access and data handling

•SharePoint Administrator for App Catalog deployment
•Site Collection Admin for site-level deployment
•Graph API permissions for cross-tenant
•Your data never leaves your tenant

CSV Import

Import CSV data into SharePoint lists

•6-step wizard: upload, target, map, options, preview, execute
•AI-assisted column-to-field matching
•Insert, Update, Upsert, and Delete modes
•Colour-coded validation preview with dry-run option

Complete Reference Guide

Comprehensive technical reference

•All 30+ field types and compatibility notes
•8 data transformation rule types with operators
•Circular lookup handling strategies
•Date formats, authentication, and more

Built-In Help & Guidance

SP Toolkit includes contextual help throughout the application. Each step of the migration wizard provides detailed guidance, tooltips, and validation feedback to ensure successful migrations.

Key Features

10-step guided migration wizard

Contextual tooltips on every option

Pre-flight validation with clear error messages

Real-time progress tracking

Detailed migration logs for troubleshooting

AI-powered suggestions and summaries

Need Help?

Our support team is ready to assist with installation, configuration, or any questions about your migration.