Move ShareFile Client Portals to Microsoft 365 SharePoint Sites

Companies tend to move ShareFile Client Portals to Microsoft 365 SharePoint Sites to centralize collaboration and strengthen security. Continuing to use outdated portal systems can lead to disconnected business workflows and inefficient access management.

This article outlines how CloudFuze Migrate moves client portals from ShareFile to SharePoint sites while assuring secure file sharing.

What are ShareFile Client Portals?

Client portals or customer portals in ShareFile are secure online platforms that function as a central hub for client interactions. Clients can access client portals through a website on their internet browser. Specifically, client portals enable users to share and receive:

• Information
• Files or documents
• Reports
• Approvals
• Signatures
• Tasks
• Messages
• Instructions

What are Microsoft 365 SharePoint Sites?

Users can create fast sites and pages with several innovative site templates in SharePoint. Custom site templates are also available in GitHub to jumpstart your site deployments. Users can create sites that look great on any device or screen.

Screenshot below shows site types available in SharePoint:

Common Pitfalls When Moving ShareFile Portals to SharePoint Sites

Challenges when you move ShareFile client portals to Microsoft 365 SharePoint sites:

• Permission mismatches
• Identity mapping gaps
• External sharing issues
• Path length limits
• Storage quota issues
• Coauthoring conflicts
• Missing workflows
• Cutover confusion

Security Considerations When Shifting Client Portals from ShareFile to Microsoft 365 SharePoint

Security considerations when shifting ShareFile client portals to Microsoft 365 SharePoint:

• Configure MFA and conditional access for all client logins.
• Use conditional access to restrict client portal access based on location, device compliance, and risk signals.
• Create separate site collections for each external portal so that client data is separated from internal documents.
• Apply sensitivity Labels and DLP policies to protect or block sensitive data.
• Turn on the unified audit Log to monitor all external file activity and sharing actions.

How to Migrate ShareFile Client Portals to Microsoft 365 SharePoint Sites?

CloudFuze Migrate helps you migrate ShareFile client portals to SharePoint sites. Below are screenshots of how our tool helps with client portals migration:

Step 1: Identify client portals in ShareFile. Note that shared folders refer to client portals.

Step 2: Here we choose a specific client portal/shared folder “ABC”.

Step 3: Necessary permissions set for the folders inside shared folder “ABC”

Step 4: Shows SharePoint site “VATICA” in destination.

Step 5: Shows mapping of users from ShareFile to Microsoft 365 in CloudFuze dashboard.

Step 6: Migration of ShareFile client portals/shared folders to SharePoint Site using CloudFuze Migrate.

Step 7: Permissions migrated from ShareFile shared folders to SharePoint site.

What Do Customers Say About Us?

We have a rating of 4.7/5 stars in Gartner Peer Insights Review. Here is a Gartner review from one of our customers:

Move ShareFile Client Portals to Microsoft 365 SharePoint Sites

Choose a reliable migration approach to overcome the hurdles of your ShareFile client portals migration to SharePoint. CloudFuze Migrate helps you migrate client portals with necessary metadata intact.

Contact us now to get started with your ShareFile to SharePoint Online migration.

Frequently Asked Questions

1. Where can I find migration services for moving file sharing client portals to a cloud document management system?

CloudFuze helps you move file sharing client portals to a cloud document management system such as Microsoft 365. With CloudFuze Migrate, you can migrate ShareFile client portals, data and necessary features accurately.

2. Will folder permissions be preserved when moving ShareFile shared folders to SharePoint?

Generic approaches fail to preserve folder permissions while moving ShareFile shared folders to SharePoint. Advanced migration tools such as CloudFuze Migrate help you preserve root folder and sub folder permissions while transferring ShareFile shared folders to SharePoint.

3. What happens to ShareFile client portal tasks, files, and project data during migration to SharePoint?

ShareFile client portals are organized around a dashboard-style view of tasks, files and projects, with the ability to filter at the project level. This doesn’t natively exist in SharePoint. Enterprises need to plan how project workspaces and client-facing folders will get recreated as SharePoint sites or document libraries before starting the migration.