Migration Steps

Important: Before you proceed to the migration steps, make sure you have covered the prerequisites in Dropbox and WorkDrive.

1. Log in to your WorkDrive account as an Admin or the Super Admin.
   
   
2. Click Admin Console in the bottom-left corner of your WorkDrive account.
   The Admin Console page will open in a new tab. Dashboard will be selected by default.
   
   
3. Click the Migration tab in the left panel to open the migration screen.
   
   
4. Click GET STARTED in the bottom-right corner. A new screen will open.
   
   
5. Under Migration Details, select Dropbox as the source provider, then provide a name for the migration.
   
   
6. Click AUTHORIZE.
   
   
7. Enter your Dropbox Admin credentials, then grant access to the WorkDrive app. A new screen will open.
   
   
8. Click Browse to import the CSV file containing the exported Dropbox users or updated Dropbox users list.
   
   
9. Click CONTINUE.
   The Mapped Users tab will be displayed by default. You can view the list of users from Dropbox and their corresponding WorkDrive details.
   
   
10. Click the Unmapped Users tab to see a list of any unmapped users, along with their reasons.
    
    Note: To map all users, make sure all users from your Dropbox account have joined and are active in WorkDrive.
    
    
11. Click PROCEED. A new screen will open.
    
    
12. Mark the required checkbox to send an email just to yourself or to all members once the migration is completed, then click CONTINUE. A new screen will open.
    
    
13. Select Users or Team Folders, then click START MIGRATION.
    All mapped users from the imported CSV file or all Team Folders in your team will be automatically selected for migration.
    
    Note: You cannot individually select and migrate users.
    
    You will see the status of migration on your screen as it happens. This includes:
1. Which users or Team Folders are being migrated
   
2. Number of files migrated
   
3. Total files
   
4. Size of the migrated files
   
   
14. Click View report next to a user's or Team Folder's migration status. (The report link will appear once their migration is complete)
    
    The user's or Team Folder's report will show you the following:
    
1. Total files
   
2. Migrated files
   
3. Failed files
   
4. Total folders
   
5. Migrated folders
   
6. Failed folders
7. Total size
   
   
15. If any files have failed to migrate, they will be listed under Migration Failures. You can view the file name and the reason for failure.
    
    
16. Select the required files and click RETRY FAILED FILES. Alternatively, you can manually download these files from Dropbox and upload them to WorkDrive.
    

1. For single migration, you must upload the CSV file containing all your users (from exported Dropbox users or updated Dropbox users).
   
   
2. For multiple migrations, you must upload a new CSV file for each migration containing only the required users (from exported Dropbox users or updated Dropbox users).
   
   
3. You can only create a new migration after the successful completion of a previous migration, (i.e., all mapped users must be migrated first to create a new migration).