In this article, we will review connection account requirements for the Smartsheet -> MS Planner migration scenario.
Please note: All information in this article also applies to the Smartsheet -> Planner (basic plans) migration scenario.
Smartsheet account
The connection account is required to be an active user in Smartsheet.
System Admin role in the tenant is not required.
To connect to a Smartsheet account, Project Migrator should be granted access to it – the Project Migrator app should be authorized after the login.
Project Migrator will have the following permissions in Smartsheet once the access is granted:
- View basic user info, including name and email
- Read sheets, including attachments and comments
- View account users, groups, and group members
- Retrieve contacts
The granted access to the Smartsheet environment can be revoked anytime from the account Personal Settings -> Apps by clicking ‘Revoke’ for the Project Migrator app in Smartsheet.
Smartsheet Sheets will be available for the migration depending on the connection account access level in Smartsheet – its roles in the Workspaces and Sheets. Those Sheets will be available for the migration where the connection account is added to the Sheet Shares with any role (Owner, Admin, Editor, Commenter, Viewer), or to the Workspace Shares where the Sheet is located, with any role.
Planner and Planner (basic plans) account
The connection account for migration to Planner/Planner (basic plans) (target account) should meet the following requirements:
- The account should have access to all necessary existing Microsoft 365 groups, Planner Plans, and users.
- If the migration is performed to existing Microsoft 365 groups and Plans, the account should be added as a member or an owner to those groups. The account should be a member and an owner of the existing target Private groups.
- The target Planner migration account should have an Exchange Online license to be able to add task Comments (if the source Plan tasks have Comments to migrate).
To connect to Microsoft Planner for the first time, tenant Global Administrator consent is required to allow Project Migrator to access your Microsoft 365 tenant.
Admin consent should be granted only once before adding the first Planner connection account. Once the consent is granted, any user account credentials without admin permissions can be used for connecting to Planner.
Project Migrator application for Planner migrations will be added to the Microsoft 365 tenant. For Project Migrator to transfer data using Microsoft Graph API, the administrator must grant the app the correct permissions via a consent process.
The following Microsoft Graph API permissions are required:
For the target Planner migration account:
- Group.ReadWrite.All
- Directory.Read.All
- Sites.ReadWrite.All
- User.ReadBasic.All
Project Migrator will have the following permissions for data migration to Microsoft Planner:
- Read permissions as required for the source migration account
- Create new Microsoft 365 groups (Write permissions)
- Create new and update existing Plans in Microsoft Planner (Write permissions)
- Read and update sites of Microsoft 365 groups, linked to Planner Plans (Write permissions, required for attachments migration).