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Getting started with Planner Premium -> Planner Basic migration scenario

Project Migrator allows migrating data from Planner Premium (Project for the web) to Planner Basic (Microsoft Office 365 Planner). 

In this article, we will review the basic information about the Planner Premium -> Planner Basic scenario and the steps you need to take to successfully configure and run the migration process. 

This migration scenario enables organizations to publish project plans from Planner Premium to Planner Basic so team members can work on assigned tasks, report progress, and updates. 

There are four main steps you need to perform to launch the migration process: 

  • Step1: Connect to source and target systems. On this step, you need to establish a connection between the source Planner Premium environment and the target Planner Basic environment. 
  • Step 2: Select source data. Project Migrator allows selecting all data at once or only the needed items. 
  • Step 3. Object mapping. Project Migrator provides a user-friendly, built-in data mapping interface, where you can review what data from the Planner Premium environment goes to which fields in the target Planner Basic environment. 
  • Step 4: Launching the migration process.

All these steps are described in detail in the Planner Premium -> Planner Basic scenario migration steps article. 

Also, please review the known limitations of the data migration article. 

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