Microsoft Planner Migration: Migrate Planner data between same or different tenants

Microsoft Planner Migration Tool to transfer plans and its attributes

Experience swift transfer of tasks with our Microsoft Planner migration tool to streamline your workflow and boost collaboration. Allows customizing the migration settings based on your specific requirements to ensure you enjoy a smooth transition.

Migrate plans, groups, tasks, buckets and more.

Migrate bulk plans within a tenant or to a different one.

Migrate the comments of each task with utmost integrity.

Migrate planner from one team to another.

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Explore software’s key capabilities

Results in a seamless and accurate migration when you implement Kernel Microsoft Planner Migration. Provides hassle-free transfer of plans.

Migrate all Planner data

Migrate each one of the Planner data including Group Creation, Plan Creation, Members, Buckets, Tasks, Task Title, Attachments, Comments, and Checklist User Assignments and Applied Labels. The tool streamlines the process by supporting bulk migration of tasks at one go.

Migrate attachments in tasks

Attachments in tasks never go missing when you migrate a plan using Kernel Microsoft Planner Migration Tool. Users do not need to worry about the files, videos, lists, or documents shared as attachments within tasks as the tool ensures complete data integrity.

Migrate task comments

Efficiently move tasks and their linked comments while providing continued yet improved team collaboration. With this tool, users get the ability to migrate tasks with feedback and discussions to help avoid hitches in the ongoing communication and projects.

Detailed migration summary

Kernel Microsoft Planner Migration provides a full description of the migration tasks and a completion summary at the end with the error details. Users can view migration logs and download the migration report as a CSV file for their future reference.

Tasks filtering and selective migration

Transfer specific data from one planner to another within same or different Microsoft tenant based on the filters such as Plan Name, Group Name, or Group email. Using filters during migration helps to get rid of unwanted plans and groups data.

Provides free demo version

Download the free demo version to get insights of how the tool performs and yields streamlined transfer of plans and other data. Empower your team with better task management using this hassle-free Microsoft Planner migration solution.

Explore software’s major benefits

User mapping Map users from Source tenant to the Destination to ensure tasks are properly assigned once a plan is migrated. It ensures a seamless collaboration among teams' post-migration.

Migrate data between tenants Migrate data between Microsoft Planner tenants simply by adding source and destination accounts. It facilitates migration plans, tasks, and other data from various sources to target Microsoft Planner efficiently and accurately.

Custom migration Allows users with access to customize the migration settings and user mapping. You can rename your plans to avoid duplicity while comprehending the arrangement at destination.

Trace progress Provides a complete summary of the migration once complete so that users can get an idea how the process is executed. If anything goes wrong, you’ll have the information to fix it.

Migrate plans securely Helps in migrating plans while maintaining the original hierarchy of plans and tasks within. After migrating to the destination, you can access all elements just like the source tenant.

Compatible to all Windows Compatible to all Windows versions including Windows 365 (Cloud PC)/ 11/ 10/ 8 /7 and Windows Server version 2022/ 2019/ 2016/ 2012 R2/ 2012/ 2008 R2/ 2008/ 2003.

Frequently asked questions

How does the Microsoft Planner Migration tool work?

Migrate planner from one team to another efficiently using Microsoft Planner Migration tool. Follow the below steps for an easy and swift migration:

Step 1: In the left pane, right-click on Microsoft Planner and choose "Microsoft Planner Migration."
Step 2: Enter Source tenant credentials and allow the software to connect with the Source. Click Next.
Step 3: Just like Source, enter the credentials to connect with the Destination tenant. Click Next.
Step 4: Select Plans and Groups to allow user mapping from source to destination.
Step 5: Once user mapping is done, check that all users are mapped to the destination and then click Next.
Step 6: Now select Manage Members to add members in the destination groups based on the previous user mapping. It will provide access to all the data. Select Next to migrate planner from one tenant to another.
Step 7: This will begin the migration process.
Step 8: After process completion, you can check the migration logs or download the migration report as a CSV file.

Can I use the CSV file generated at the end of the migration process?

Yes, users can use and edit the CSV file as per their needs as many times as they want.

Do I need to make any preparations before connecting source tenant?

There are no preparations needed to migrate Planner data or to connect source account before actual migration.

Does migrating mean the plans will be deleted from the source tenant?

No, when you migrate data from Source tenant to the destination, the data is not removed from the former. The tool only copies the plans to the destination planner.

Can I connect two different tenants for migrating Planner?

Yes, the tool allows migrating plans between same and different tenants for source as well as destination.

What are red and green colors notifying on user mapping page?

The green color appearing on the page represents a user with the same name is available in the destination tenant. However, the red indicates that the source user does not exist in the destination tenant.

I can’t get access to the Tenant ID, Client ID, and Client Secret. Where can I find it?

Accessing Tenant ID, Client ID, and Client Secret is very simple. Follow the below steps to retrieve the value:

Step 1: Go to the Microsoft Azure Portal
Step 1: In the left pane, navigate to Azure Active Directory (Entra)
Step 1: Select App Registrations
Step 1: Find the app you want the Client and Tenant ID for
Step 1: Get the API permission for the migration software

In the Overview section, you’ll find the Tenant ID and Client ID details, while the Client Secret will be available in the “Certificates and Secrets” section.

Does the Client Secret value remain same for lifetime?

When you create the client secret value, it asks you to specify a time period. Once the time is over, the value won’t work, and you will need to create a new Client Secret.

Software Prerequisites & recommendations

About software

Version: 24.3

Release Date: Nov 2024

Version support

Exchange Server: Exchange Server Online (Microsoft 365)/ 2019/ 2016/ 2013/ 2010/ 2007/ 2003/ 2000

Outlook: Outlook 2019/ 2016/ 2013/ 2010/ 2007/ 2003

SharePoint Servers: SharePoint 2013/ 2016/ 2019/ SharePoint Online (Office 365), SharePoint Server Subscription Edition, SharePoint Foundation 2013/ 2010, SharePoint Server 2010

Virtual Environments: Hyper-V Server, VMware ESX/ ESXi Server, Microsoft Virtual PC

System requirements

Hard Disk: 4 GB free space for the installation and data migration

Memory: Minimum 4 GB RAM

Processor: Intel® Pentium 4 Class or higher Processor

Operating System: Windows 365 (Cloud PC)/ 11/ 10/ 8 /7 Service Pack 1, Windows Server 2022/ 2019/ 2016/ 2012 R2/ 2012/ 2008 R2/ 2008/ 2003

Installation guide

EULA