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Getting Started

Get up and running with SP Toolkit in minutes. This guide covers installation, initial setup, and your first migration.

Prerequisites

Required Permissions

  • SharePoint Administrator – Required for App Catalog deployment
  • Site Collection Administrator – Required for site-level deployment
  • Read/Write access to source and target lists

Environment Requirements

  • SharePoint Online (Microsoft 365)
  • Modern experience enabled
  • App Catalog configured (tenant or site collection)

Installation Steps

1

Download the Package

Download the SP Toolkit solution package (.sppkg file) from the download page. This is a standard SharePoint Framework solution package.

2

Upload to App Catalog

Navigate to your SharePoint Admin Center and upload the package to your App Catalog.

Go to SharePoint Admin CenterMore featuresApps
Click App CatalogApps for SharePoint
Click Upload and select the .sppkg file
When prompted, check "Make this solution available to all sites" for tenant-wide deployment
3

Add to a SharePoint Page

Navigate to any SharePoint site where you want to use the toolkit and add the web part to a page.

Navigate to a SharePoint site page (or create a new one)
Click Edit to enter edit mode
Click + to add a web part, search for "SP Toolkit"
Save and publish the page
4

Activate Your License

Enter your license key in the web part settings to unlock full functionality.

Click the Settings (gear) icon in the toolkit header
Enter your license key and click Activate
License is validated per-tenant and stored securely

Your First Migration

We recommend starting with a simple same-tenant migration to familiarize yourself with the workflow.

Quick Start: Same-Tenant Migration

Migrate a list from one site to another within the same tenant.

  1. 1.Open SP Toolkit and select "Migration Wizard"
  2. 2.Choose "Same Tenant" migration type
  3. 3.Enter or browse to your target site URL
  4. 4.Select the list(s) you want to migrate
  5. 5.Review field mappings (defaults are usually fine for identical lists)
  6. 6.Run pre-flight validation to check for issues
  7. 7.Click "Execute Migration" and monitor progress
  8. 8.Review results and export any reports

Tip: Always test migrations with a small list first. Use the "Structure Only" mode to create the list schema without data to verify field compatibility.

Next Steps

Migration Guides

Learn about same-tenant and cross-tenant migration scenarios in depth.

Read Guides →

Field Types Reference

Understand how different SharePoint field types are handled during migration.

View Reference →

AI Features

Discover how AI can help with field mapping, analysis, and optimization.

Explore AI →