How to Move a SharePoint List to Another Site

Moving a SharePoint list to another site can be tricky. But with the correct info and help, it can be done without a hitch. Here, we’ll take a look at the steps for moving a SharePoint list. So your data stays intact and easy to access.

1. The setup of the new site is key. Make sure it’s got all the columns and settings the list needs. If not, you can create a new list or edit an existing one.
2. Now to export the list, go to its settings and choose ‘Save List as Template’. This will create a .stp file with the list’s info and settings.
3. To import the file, navigate to the destination site’s settings. Choose ‘Add an app’, then ‘Apps you can add’. Select ‘Upload a custom app’ and upload the .stp file. This will create a new instance of the SharePoint list.
4. Finally, double-check column mappings and any custom settings. To ensure a successful transition for everyone.

Understanding SharePoint List Migration

SharePoint list migration means shifting a list from one site to another. This allows users to move data, settings, and configurations with ease. Doing this guarantees that important info is available in the desired spot without any missing data or interruptions.

When migrating a SharePoint list, factors like permissions, workflows, and customizations must be taken into account. Careful planning and preparation are needed to make sure the transition is smooth and won’t affect business operations.

Migrating a list involves exporting it from the source and importing it to the destination. This can be done through native tools such as PowerShell or third-party migration software. It’s essential to map out the fields and make sure the source and destination sites are compatible.

ABC Corporation experienced difficulties when migrating their project management list due to organizational changes. They had trouble preserving column formatting and keeping the relationship between different lists. But with proper planning and professional help, ABC Corporation finished the migration process on time.

Preparing for the Migration

To migrate a SharePoint list to another site successfully, follow these four steps:

1. Check Permissions: Make sure you have access to both the source and destination sites. This includes permission to make lists and libraries on the target.
2. Purge Data: Review and clean your data before transferring it. Delete any outdated or unneeded items. Also, consider restructuring the list to fit the new site’s setup.
3. Update Links/References: If your list contains SharePoint links/references, be sure to revise them. You don’t want broken links after the migration.
4. Trial Run: Test the process with a small data set. This will identify errors and let you fix them before you move all of your data.

Also, note that customizations/workflows may not transfer automatically. Plan ahead and recreate/configure these in the new site if needed. Pro Tip: Document your plan and track any changes. This will make future migrations smoother.

Exporting the SharePoint List

1. Start by going to the SharePoint List you wish to export.
2. Select the ‘List’ tab in the ribbon and click ‘Export to Excel’.
3. Save the file on your computer.
4. Then, go to the destination site you want to import the list to.
5. Select ‘Site Contents’ and click ‘Add an App’.
6. Choose ‘Import Spreadsheet’ and follow the steps.

It’s also critical to remember that when exporting a SharePoint List, all related metadata attached to each entry will be moved too. This ensures that details such as the author, date created and modified stay in the new place.

It’s inspiring to think about how exporting a SharePoint List has transformed data management for companies all over the world. The capacity to move lists between sites easily has allowed teams to collaborate more effectively, letting them access and share necessary data without any difficulty. This attribute has been invaluable in boosting productivity and simplifying workflows in businesses of all sizes.

Importing the SharePoint List

To import a SharePoint List to another site, follow these steps:

1. Export the List: Go to the source list, and click “List” in the ribbon. Select “Export to Excel” and save the Excel file on your computer.
2. Create a New List: Navigate to the destination site. Create a new list with the same columns as the source list. Select “New” then “List” under “Site Contents”.
3. Import Excel Data: Open the new list and click “Quick Edit”. Paste the data from the exported Excel file into this view. Save your changes.
4. Adjust Column Formatting: Review each column’s formatting to ensure it matches that of the original list. Make adjustments using column settings if needed.
5. Validate Data: Check each item in the imported list for accuracy. Make any necessary updates.
6. Test Functionality: Test all functionalities associated with the list, such as workflows, search capabilities, and permissions.

Pro Tip: Use PowerShell scripting to automate this process. This will save time and effort if you are dealing with large datasets or frequent transfers.

By following these steps and using helpful tips, you can easily move your SharePoint List between sites.

Testing and Verifying the Migration

To successfully migrate a SharePoint list to another site, follow these 5 steps:

1. Export the List by selecting “Export to Excel” from the list menu. Save the exported Excel file on your local machine.
2. Navigate to the target site and choose “Import Spreadsheet” from the “Site Actions” menu. Then, follow the prompts to import the Excel file into a new list.
3. Compare data between the original and migrated lists to check for any missing or incorrect data.
4. Test all functionalities of the migrated list, such as sorting, filtering, editing, and deleting items. Make sure all features work correctly in the new environment.
5. Involve end-users in testing and gather feedback on usability and performance. Train them and address any concerns before finalizing the migration.

Testing and verification are crucial for a successful SharePoint list migration. In addition, stakeholders must be informed about any potential disruptions or downtime during the migration process. Here’s an interesting fact related to SharePoint migrations: A study by Sharegate found that more than 70% of organizations face challenges in planning and executing SharePoint migrations successfully.

Post-Migration Steps

Migrating a SharePoint list can be complex. After the move, you need to take steps to make sure it works well.

1. Review and Update Permissions: Check that the correct users have the right access and roles.
2. Verify List Functionality: Test it by adding, editing, and deleting items.
3. Update Customizations: Make sure any customizations like workflows, event receivers, and fields are updated.
4. Check Data Integrity: Compare it with the original source for any missing or corrupted data.
5. Communicate Changes: Let stakeholders know about the move and provide training.
6. Monitor and Troubleshoot: Check for any performance issues or errors. Fix them quickly.

Remember to back up your SharePoint lists before and after migration too.

Conclusion

Moving a SharePoint list can be done easily, with the correct steps.

1. First, make sure you have the permissions.
2. After that, export the list to Excel and save it locally.
3. Create a new list in the destination site and import the Excel file into it.
4. Finally, adjust the columns and settings of the new list.

Extra details can make the process easier. For example, if you have a lot of data, use migration tools for automation. A company recently moved their list without any data loss. They followed the steps and used a migration tool. Remember, moving a SharePoint list is not hard. By taking the proper steps and using migration tools, you can complete the transition easily and keep your data safe.

Frequently Asked Questions

Q: How do I move a SharePoint list to another site?

A: To move a SharePoint list to another site, you can use the “Save as Template” feature to export the list as a template file, then create a new list using that template in the destination site.

Q: Can I move a SharePoint list to another site without using templates?

A: Yes, you can use third-party migration tools or SharePoint APIs to move a list to another site without relying on templates.

Q: How can I export and import a SharePoint list template?

A: To export a list template, go to the List Settings page, click on “Save list as template,” provide a name and optional description, then download the .stp file. To import the template, go to the “Site Settings” page of the destination site, click on “List templates” under “Web Designer Galleries,” and upload the .stp file.

Q: What happens to the list data when moving it to another site?

A: When you move a SharePoint list to another site using templates, the list structure and settings are preserved, but the existing data is not included. However, if you use third-party migration tools or SharePoint APIs, you can migrate both the list structure and the data.

Q: Are there any limitations or considerations when moving a SharePoint list to another site?

A: Yes, there are some limitations to consider. If the source and destination sites have different features or configurations, some settings or customizations may not be fully compatible. Also, make sure you have the necessary permissions to export and import list templates or perform data migration.

Q: Can I move a list with related workflows and permissions intact?

A: Yes, when using third-party migration tools or SharePoint APIs, it is possible to preserve related workflows and permissions while moving a list to another site. However, these migrations may require additional configuration and setup.