Project Migrator allows migrating data from Monday.com to Microsoft Office 365 Planner and Monday.com to Planner (basic plans).
In this article, we will review the basic information about the Monday.com -> Planner and Monday.com to Planner (basic plans) scenarios and the steps you need to take to successfully configure and run the migration process.
This migration scenario enables organizations to publish projects from Monday.com into Microsoft Planner 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. In this step, you need to establish a connection between Monday.com and Planner.
- 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 easily manage what data from the Monday.com system goes to which fields in Planner. You can exclude some fields if you don’t wish to transfer the data to them.
- Step 4: Launching the migration process.
All these steps are described in detail in the Monday.com -> Planner scenario category.
Before you start the migration process, please review the Monday.com -> Planner migration supported entities and limitations and notes articles.
Please start with Step 1: Connect to source and target systems article.