I’ve picked up a few best practices over multiple SharePoint Online migrations that have made the process noticeably smoother, and I wanted to share them for anyone planning a similar move.
Start with a thorough pre-migration audit. Document every library, list, content type, and permission structure on the source site before touching anything. This upfront work makes it far easier to catch issues like broken permission inheritance or inconsistent metadata before they become problems mid-migration.
Set up the destination site properly before migrating any content. That means matching content types, columns, and metadata structures ahead of time rather than trying to reconcile them afterward. This one step alone prevents most of the metadata mismatches people run into.
Run a pilot migration with a small, representative subset of content first. It’s much easier to fix permission mapping issues or workflow breaks when you’re dealing with a handful of files instead of the entire site.
Plan for incremental syncs if users need to keep working during the transition, and always communicate downtime expectations clearly so there are no surprises on cutover day.
For execution, I’ve found it far more reliable to use a dedicated tool rather than relying purely on manual scripts. The DRS Softech Tenant-to-Tenant Migration Tool has consistently handled permissions, metadata, and version history well, with solid visibility into migration progress and errors along the way.
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