Supported Plans

Microsoft OneDrive

Migration is currently supported for the following Microsoft plans:

1. Microsoft 365 Business Basic
   
2. Microsoft 365 Business Standard
   
3. Microsoft 365 Business Premium
   
4. Microsoft 365 (E3, E5, F1, F3, F5)
   
5. Office 365 (E1, E3, E5)
   

Note: Migration is not supported for OneDrive for Business (Plan 1) and the personal editions of Microsoft 365 Basic, Microsoft 365 Personal, and Microsoft 365 Family.

WorkDrive

We support migration for all paid plans, except for the WorkDrive Individual free plan and Essentials plan. Learn more about WorkDrive's plans and pricing

Important Things to Know

How can I start the migration?

1. The Super Admin or an Admin of the WorkDrive account has to raise a request for migration.

2. Once we have the requirements, we will enable the migration tool in their WorkDrive account. The Super Admin or Admins will be able to see the migration tool in their Admin Console; they can start the migration from there.

Note: The Super Admin or an Admin who initiates the migration will become our point of contact for all migration-related activities and issues.

Are there any migration prerequisites?

Yes, there are some prerequisites for migration. 

1. Export members from OneDrive in a CSV file
2. Update the exported CSV file if required
   
3. Invite OneDrive users to your WorkDrive account

Learn more about the migration prerequisites

3. What will happen to my data in OneDrive after migration?

We don't perform any delete operations. All your data in OneDrive will remain intact, even after migration.

What's Migrated

1. All your files under My Files in OneDrive will be migrated to My Folders in WorkDrive.
   
   
2. Files' created time and modified time will be retained.
   
   

Migration Limitations

1. Migration is only supported for plans listed above.
   
   
2. Migrating your data to WorkDrive is not possible if there are more than 400,000 (4 lakh) folders, including subfolders, per user in your OneDrive account.
   
   
3. Migration of share permissions (both internal & external) on files and folders is not supported yet. Files and folders under Shared with you will not be migrated.
   
   
4. Shared Library (SharePoint Library) will not be migrated.
   
   
5. OneNote files will not be migrated.
   
   
6. Links will be migrated, but they will not work in WorkDrive, as this feature is yet to be supported. After migration, you can download the links to your computer to open them.
   
   
7. File size more than 25 GB will not be migrated.
   
   
8. Items in Recycle bin will not be migrated.
   
   
9. File versions will not be migrated. Only the latest version of a file will be migrated. 
   
   
10. Last modified user details on files and folders cannot be migrated. We will instead show the created user as the last modified user in WorkDrive.
    
    
11. Currently, our migration tool does not support the automatic conversion of Microsoft file formats (Word, Excel, PowerPoint) to Zoho native formats (Writer, Sheet, Show). To convert these files, you will need to manually switch them to the Zoho format after migration.
    
    
12. Migration per user per service can only be done once.
    
1. Any data added to OneDrive post migration cannot be migrated again to Zoho WorkDrive.
   
2. Duplicate entries will not be allowed for migration in both OneDrive and Zoho WorkDrive. In other words, neither data from multiple OneDrive accounts can be migrated to a single WorkDrive account, nor data from a single OneDrive account can be migrated to multiple WorkDrive accounts.
   

Notes

Microsoft Global Administrators can get access to other users' files (including suspended or deleted users based on data retention period), and they can copy or move the required files to their own OneDrive account. Any data should be moved or copied before you start the migration.

Refer: Access a former user's OneDrive documents

Migration Prerequisites

1. Go to Microsoft 365 admin center.
   
2. Click Users.
   
3. Select Active users from the dropdown.
   
4. Click the more actions icon (...) in the top actions bar.
   
5. Select Export Users, then click Continue. 
   
6. Click Save to download the users in a CSV file.
   

1. Open the CSV file exported from OneDrive in a spreadsheet app, such as Zoho Sheet.
   
2. Copy the Email Address column and paste it in a new column at the end.
   
3. Name the new column's header " WorkDrive Email Address".
   
4. Make any necessary changes in the column, such as the change of domain name or user name in the corresponding users' email address field.
   
5. Save the changes and download the file to your computer in CSV format.

1. Go to your WorkDrive account.
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 Members in the left panel.
4. Select the + INVITE MEMBERS button in the top-right corner. The Invite new members screen will open.
5. Enter the email address of the user you want to invite.
6. Assign a team role to the user
   
7. Click INVITE MEMBERS.

1. Only active users' data can be migrated into WorkDrive. An active user is the one who has joined a WorkDrive account and is not in an inactive, suspended, or deleted state.
   
   
2. If you forgot to add any OneDrive users to WorkDrive before the migration, and wish to add them later, you'll need to perform a new migration for those users.
   

Migration Steps

1. Authorize migration

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.
3. Click the Migration tab in the left panel to open the migration screen.
4. Click GET STARTED at the bottom-right corner. A new screen will open.
5. Under Migration Details, select OneDrive as the source provider, then provide a name for the migration.
6. Click AUTHORIZE.
7. Enter your Microsoft Admin credentials, then grant access to the WorkDrive app. A new migration screen will open.
   
   

2. Grant access for Zoho WorkDrive

Note: The WorkDrive app will appear in the Azure Active Directory admin center only after you authorize the OneDrive migration from your WorkDrive account.

1. Go to Azure Active Directory admin center.
2. Select Enterprise Applications.
3. Search for and select the WorkDrive app.
4. Select Permissions under the Security section.
5. Click Grant admin consent for Zoho WorkDrive.
6. Sign in to your Microsoft account and click Accept to grant requested permissions.
   
   

3. Map users and start migration

Note: Admin consent for the WorkDrive app must be granted in the Azure Active Directory admin center before you can import the CSV file to map users.

1. Go to the Migration tab in your WorkDrive account.
2. Click Browse to import the required .csv file containing the exported OneDrive users or updated OneDrive Users list.
   
3. Click CONTINUE. A new screen for user details will open. The Mapped Users tab will be displayed by default.
   You can view the list of users from OneDrive and their corresponding WorkDrive user details.
   
   
   
   
4. 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 OneDrive account have joined and are active in WorkDrive.
   
   
5. Click PROCEED. A new screen will open.
6. Mark the required checkbox to send email to yourself or to all members once the migration is completed, then click PROCEED.
7. Click START MIGRATION.
   
   
8. You will see the status of migration on your screen as it happens.
   This includes: 
1. Which users are being migrated
   
2. Number of files migrated
   
3. Total files
   
4. Size of the migrated files
   
   Note: You cannot individually select and migrate users.
   
   
9. Click View report next to a user's migration status. (The report link will appear once their migration is complete.)
   
   The user'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
   
   
10. 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.
    
    
11. Select the required files and click RETRY FAILED FILES. Alternatively, you can manually download these files from OneDrive and upload them to WorkDrive.
    
    

4. Download migration report

Create New Migration

If you have left some users out of this migration, you can create a new migration to migrate those users at any time.

Click Create New Migration at the top-right corner and follow the same steps from above. You can switch between migrations you have performed so far by clicking the respective migration names at the top of the page.

For single migration, you must upload the CSV file containing all your users (from exported OneDrive users or updated OneDrive users).

For multiple migrations, you must upload a new CSV file for each migration containing only the required users (from exported OneDrive users or updated OneDrive users).

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).