Migration Playbook

Confluence SharePoint

Confluence to SharePoint: The Complete Migration Playbook

A 38-step runbook across six phases — track your progress, and open the right tool at every step.

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TL;DR

Migrating Confluence DC to SharePoint requires custom tooling — SPMT doesn't support Confluence. Plan for the 400-char path limit, permission model mismatch, and XHTML-to-web-part content transformation.

No native path exists from Confluence Data Center to SharePoint. This guide covers SharePoint limits, XHTML-to-web-part translation, permission mapping, and migration tools for enterprise teams.

Read this first

Pair-specific gotchas that catch teams out. Each one has cost somebody a weekend.

Planning a 100K+ page migration? Split content across multiple SharePoint site collections

The common pattern: one Confluence space = one SharePoint communication site, grouped under hub sites for cross-space navigation. Don't try to cram everything into a single site collection.

CanvasContent1 page size limit

SharePoint Online modern pages have a ~2 MB limit for page text content (the CanvasContent1 field). Very long Confluence pages — especially those with inline images and embedded comments — can exceed this and fail silently during migration. Identify oversized pages during your pre-migration scan.

Decision framework

Use WikiTraccs for self-service migrations under 50K pages. Use custom API scripts if you have specific transformation requirements WikiTraccs doesn't cover. Use a managed service for 100K+ page enterprise migrations where downtime, permission fidelity, and macro translation are non-negotiable.

Keep a source-of-truth redirect table with at least

confluence_page_id, space_key, old_title, new_sharepoint_url, migration_wave, and status. That table becomes your rollback aid, your QA checklist, and your redirect inventory.

The runbook

Work top to bottom. Tick steps as you go — your progress is saved in this browser.

01 Discovery Decide what content deserves to move before you plan how to move it. 0/8

Objective A content inventory with a keep/rewrite/retire decision on every article and an agreed URL strategy.

  1. Inventory all content in Confluence

    Content lead 2-3 days

    Count articles, categories, attachments, images and embedded media, and pull page views and last-updated dates for each article. Usage data is what makes the next decision defensible rather than political.

    Data Profiler Get real record counts instead of estimating from memory
  2. Make a keep, rewrite or retire call on every article

    Content lead 1-2 weeks

    Most knowledge bases are half stale. Migrating everything imports the staleness and doubles the work; use views and last-updated to triage, and get the owning team to confirm. This usually removes 30-50% of scope.

    Migrating stale content is the most common knowledge-base migration mistake — it costs effort and actively degrades the new site.

  3. Agree the URL and redirect strategy

    SEO / web 2-3 days

    Decide the SharePoint URL structure and whether you can serve 301 redirects from the old paths. Public help centres carry real search traffic and inbound links; losing it is a measurable commercial impact.

    Without 301 redirects from old article URLs you lose accumulated search ranking and every external link and bookmark breaks.

  4. Map the information architecture

    Content lead 3-5 days

    Document the current category tree and design the target one, checking whether SharePoint supports your nesting depth. Deeply nested hierarchies frequently have to be flattened, which changes navigation for everyone.

  5. Confirm permissions, audiences and localisation scope

    Content lead 2-3 days

    Establish which content is public, internal or restricted, and how SharePoint models that. Then confirm how many locales you have and whether translation relationships between articles survive the move.

  6. Map spaces to sites

    Each Confluence space becomes a separate SharePoint communication site. Related spaces get grouped under a hub site.

  7. Split by security boundary first

    Spaces with restricted access become separate site collections with their own permission boundaries. Then split by ownership, then by retention and attachment volume. If a space has different owners, different sensitivity rules, or a history of page restrictions, it probably deserves its own site.

  8. Archive inactive content

    Spaces untouched for 2+ years may not need to be migrated as live pages. Consider an HTML/PDF archive instead.

Confluence → SharePoint specifics

IT governance consolidation
One vendor, one identity provider (Entra ID), one compliance stack (Microsoft Purview). No Atlassian-to-AD sync to maintain. Security teams manage DLP, retention policies, and eDiscovery through a single pane of glass.
Existing SharePoint investment
Most DC-to-SharePoint buyers already have SharePoint sites for document management, project portals, or intranet. Adding wiki content extends what's already there.
Atlassian Data Center end-of-sale pressure
With Atlassian's Data Center end-of-sale timeline creating licensing uncertainty, organizations want off the platform entirely rather than paying escalating DC renewal costs. For context, see our Atlassian Data Center End of Life 2029 guide.
Calculate item counts
Each page generates at minimum one item (the .aspx page). Add attachments. A space with 5,000 pages and an average of 3 attachments per page = 20,000 items.

Don't move on until

  • Full content inventory with page views and last-updated dates
  • Keep / rewrite / retire decision recorded per article
  • URL and redirect strategy agreed with whoever owns SEO
02 Data Audit Audit the markup, the links and the assets — that is where KB migrations break. 0/6

Objective A content export with markup, internal links and every embedded asset accounted for.

  1. Export content and assess markup fidelity

    Content engineer 2-3 days

    Export articles in the richest format available and inspect what survived: tables, code blocks, callouts, nested lists, anchors and embedded video. Rich formatting is where fidelity is lost, and it is lost quietly.

    HTML-to-Markdown conversion routinely mangles nested lists, tables and code blocks. Inspect the output rather than trusting the converter.

    Data Profiler Profile the Confluence export for nulls, outliers and type drift
  2. Inventory every internal link and cross-reference

    Content engineer 2-3 days

    Extract all internal links, anchor links and article cross-references. These break by default: the target URL structure differs, so every internal link needs rewriting as part of the load, not afterwards.

    Internal links left pointing at old URLs turn the new knowledge base into a maze of 404s on day one.

  3. Inventory images, attachments and embedded media

    Content engineer 2 days

    List every asset with its URL, size and type, and confirm each still resolves. Assets hosted on the old platform's CDN will 404 the moment you decommission it, so they must be rehosted, not referenced.

    Images referenced from the source platform's CDN break when the old account closes. Download and rehost every asset.

  4. Find and fix broken links and orphans

    Content lead 2-3 days

    Crawl for existing broken internal and external links, and find articles no category links to. Fix them before migrating — a migration is a bad time to discover pre-existing rot.

  5. Check for PII and internal information in public content

    Compliance 1-2 days

    Scan for customer names, internal hostnames, credentials in code samples and screenshots containing real data. Republishing these on a public help centre is a disclosure, and screenshots are the usual culprit.

    PII & Compliance Scanner Find regulated fields before they land in a new system
  6. Normalise metadata

    Content engineer 1-2 days

    Standardise authors, tags, timestamps to UTC, and locale codes. Author mapping needs a decision for people who have left — attribution to a deleted user usually fails the import.

Don't move on until

  • Content exported with markup fidelity assessed
  • Every internal link and asset reference inventoried
  • Broken links and missing assets fixed or logged
03 Field Mapping Map structure, metadata, permissions and — above all — URLs. 0/6

Objective A mapping covering article fields, taxonomy, permissions and a complete old-to-new URL map.

  1. Map the article schema

    Content engineer 2 days

    Map title, body, excerpt, author, dates, status, tags, SEO metadata and any custom properties. Confirm which fields SharePoint lets you set on import versus which it computes — computed dates are a common surprise.

    Schema Mapper Opens pre-loaded with the Confluence → SharePoint field pair
  2. Map the taxonomy and hierarchy

    Content lead 2-3 days

    Map categories, sections and tags to the target structure, resolving any nesting-depth limit explicitly. If you must flatten, decide how the lost level is preserved — usually as a tag or a title prefix.

    JSON to CSV Converter Flatten nested API responses into a reviewable sheet
  3. Map permissions and audience segmentation

    Content lead 2 days

    Map public, logged-in, and role-restricted visibility to SharePoint's model. Verify the mapping deliberately: internal content accidentally published publicly is the highest-severity failure in this whole category.

    Permission mapping errors publish internal documentation to the open web. Verify visibility on every restricted article after load.

  4. Build the complete old-to-new URL map

    SEO / web 2-3 days

    Produce a row per article mapping the old URL to the new one, then confirm exactly where the 301s will be served — SharePoint, a CDN, or your own web layer. Without this artifact the redirect step cannot be executed at all.

  5. Define the markup conversion and link-rewrite rules

    Content engineer 3-5 days

    Specify how each markup construct converts and how internal links are rewritten using the URL map. Write it as a repeatable transform, not manual edits — you will run it more than once.

    Data Format Converter Reshape the export into the format SharePoint's importer expects
  6. Plan localisation and freeze the spec

    Content lead 1-2 days

    Confirm how translated articles link to their source language in SharePoint, then version and sign off the mapping spec.

Don't move on until

  • Article schema and taxonomy mapped
  • Permission and audience model mapped to target equivalents
  • Complete URL map produced and redirect method confirmed
04 Test Migration Pilot the hardest articles, then read them. 0/6

Objective A pilot load whose formatting, links, assets and search all hold up under human review.

  1. Configure SharePoint with the agreed structure

    Content engineer 3-5 days

    Create the category tree, permission groups, locales and branding before loading. Articles loaded before their categories exist land uncategorised and have to be moved by hand.

  2. Pick the most difficult articles as the pilot

    Content lead 0.5 day

    Choose 20-50 articles for difficulty: the longest, the most heavily formatted, ones with tables and code blocks, deep internal linking, many images, embedded video, restricted visibility, and non-Latin scripts. Easy articles prove nothing.

  3. Run the conversion and load with link rewriting

    Content engineer 2-3 days

    Apply the markup conversion, rewrite internal links from the URL map, upload and re-reference assets, then load. Log every conversion warning rather than suppressing it.

  4. Read every pilot article side by side

    Content lead 2-3 days

    Open source and target together and compare rendering. This step is manual on purpose: no automated check catches a table that collapsed into a paragraph or a code block that lost its indentation.

  5. Click every link and load every asset

    Content engineer 1-2 days

    Verify each internal link resolves, each image loads from the new host, each attachment downloads and each embed plays. Assets still served from the old CDN are the defect that surfaces only after decommissioning.

    Migration Validation Tool Diff the pilot batch against source before scaling up
  6. Test search and permissions

    Content lead 1-2 days

    Search for known terms and confirm the right articles rank, then verify every restricted pilot article is invisible to an anonymous browser. Test permissions from a logged-out session, not an admin one.

Don't move on until

  • Complex articles render correctly with formatting intact
  • Every internal link and asset in the pilot resolves
  • Search returns sensible results for the pilot content
05 Cutover Publish, redirect, and keep the search traffic. 0/6

Objective All in-scope content live in SharePoint with redirects serving and search engines informed.

  1. Load the full content set ahead of the switch

    Content engineer 1-2 weeks

    Run the full conversion and load into SharePoint, unpublished or on a staging domain. Content migration differs from data migration here: you can stage the whole thing before anyone sees it.

  2. Publish the runbook with the redirect step first-class

    Project manager 1 day

    Sequence the freeze, final delta, publish, redirect activation, sitemap submission and link updates, with owners for each. Redirect activation is the step with lasting commercial consequences, so it gets explicit ownership.

  3. Freeze editing and migrate the delta

    Content lead 2-4 hours

    Stop editing in Confluence, then convert and load anything changed since the full load. Announce the freeze to every team that publishes — content teams are used to editing whenever they like.

  4. Publish and verify permissions live

    Content lead 2-4 hours

    Publish the content set, then immediately verify restricted articles are not publicly reachable using an anonymous session. Do this before announcing the new site, not after.

    Verify restricted content from a logged-out browser. An admin session will show you everything and tell you nothing.

    Migration Validation Tool Confirm the final delta landed before you reopen
  5. Activate 301 redirects and submit the sitemap

    SEO / web 2-4 hours

    Turn on the redirects from the URL map, then spot-check a sample of high-traffic old URLs and confirm each returns 301 to the right article. Submit the new sitemap and keep the old one reachable until search engines have recrawled.

    Redirect chains and redirect loops both leak ranking. Verify each redirect resolves in a single hop.

  6. Repoint in-product and support links

    Content lead 1-2 days

    Update help links embedded in your product, in support macros, in email templates and in onboarding material. These are the links your existing customers actually use, and they are easy to forget.

Don't move on until

  • All content loaded, categorised and correctly permissioned
  • 301 redirects live and verified from a sample of old URLs
  • Sitemap submitted and support links repointed
06 Validation Watch traffic, links and search rankings for weeks, not hours. 0/6

Objective Verified content completeness, healthy redirects, and search traffic recovered to baseline.

  1. Reconcile content counts and assets

    Content engineer 1-2 days

    Compare article counts by category and status, plus asset counts, against source. Confirm every article in the keep list is present and every retired one genuinely is not.

    Migration Validation Tool Reconcile Confluence and SharePoint record-for-record
  2. Crawl the new site for broken links and assets

    Content engineer 1-2 days

    Run a full crawl for 404s, broken images and missing attachments, and fix everything it finds. Repeat the crawl after the fixes rather than assuming they worked.

  3. Verify the redirects at scale

    SEO / web 1-2 days

    Test every mapped old URL for a single-hop 301 to the right destination. Chains and loops both leak ranking and are invisible unless you check the whole map, not a sample.

  4. Monitor organic traffic and rankings for four to eight weeks

    SEO / web 4-8 weeks

    Track organic sessions, impressions and rankings for your top articles against baseline. A dip in the first two weeks is normal; one that has not recovered by week six is a redirect or indexing problem to investigate.

    Do not decommission the old platform until search traffic has recovered — you may still need the old URLs to diagnose a ranking loss.

  5. Verify search, permissions and feedback loops

    Content lead 1-2 days

    Confirm on-site search returns good results for real queries, re-verify restricted content from a logged-out session, and check article feedback and analytics are collecting.

  6. Sign off and decommission on a delay

    Project sponsor 1 day

    Get acceptance against the Discovery criteria, keep Confluence available read-only until traffic has recovered, take a final export, and only then close the account.

Don't move on until

  • Article counts reconciled and no broken links remain
  • Redirects returning 301 with no chains or loops
  • Organic traffic recovered to within tolerance of baseline

Field mapping reference

The field-by-field mapping for each object. Use this as the starting point for your mapping spec.

Confluence XHTML SharePoint Modern Pages 13 fields
Confluence fieldSharePoint fieldNotes
Headings, paragraphs, lists Text web part Translates cleanly
Basic tables Text web part (inline table) SharePoint's table formatting is more constrained — merged cells and colored rows often break
Inline images Image web part / inline in text Images must be uploaded to Site Assets first, then referenced in the JSON payload
Code blocks (code macro) Code Snippet web part Fewer syntax highlighting options. Code Snippet is not listed among supported web parts for automated Graph API page creation — API-driven migrations may need <pre><code> inside a Text web part
Table of Contents macro Table of Contents web part Near-equivalent exists
Children Display macro No equivalent Must be converted to a static link list or removed
Expand/Collapse macro No equivalent Content is flattened or placed in a separate section
Jira macro No equivalent Must be replaced with a link to the Jira instance or removed
draw.io diagrams Image web part Exported as static images — interactivity is lost
Embedded Office docs File Viewer web part SharePoint natively renders Word, Excel, and PowerPoint files well
Page properties / metadata Managed metadata or page properties Requires explicit mapping
Status macros (lozenges) No equivalent Must be converted to styled text or HTML tables
Content by Label macro Highlighted Content web part Approximate equivalent exists but requires managed metadata setup

Tools used in this playbook

All free, all run entirely in your browser — nothing is uploaded.

FAQ

Can I use the SharePoint Migration Tool (SPMT) to migrate from Confluence?

No. SPMT only supports SharePoint Server on-premises, file shares, and select cloud sources (Box, Google Drive) as migration sources. It does not support Confluence in any version — Data Center, Server, or Cloud. You need third-party tools like WikiTraccs, custom API scripts, or a managed migration service.

What SharePoint Online limits break large Confluence migrations?

The main limits are: a 400-character decoded file path limit (Confluence's long page titles nested deep hit this), a 300,000 file sync threshold per library, a 5,000 list view threshold, a 50,000 unique permissions limit per list (recommended 5,000), and a ~2 MB CanvasContent1 page size limit. A DC instance with 100K+ pages typically needs to be split across multiple SharePoint site collections.

How do Confluence macros translate to SharePoint web parts?

Most don't have direct equivalents. Basic content (headings, lists, images) maps to Text web parts. Code blocks convert to the Code Snippet web part with fewer language options. The Table of Contents macro has a near-equivalent. But Children Display, Expand/Collapse, Jira macros, and most third-party macros have no SharePoint equivalent and must be converted to static content or removed.

How long does it take for migrated content to appear in SharePoint search?

SharePoint Online uses continuous crawling, but for large migrations (100K+ items), full indexing can take 24 hours to several days. Individual items typically appear within 15 minutes to an hour, but the complete index for a bulk migration takes significantly longer. Plan to communicate search delays to users during each migration wave.

Should I migrate Confluence spaces to one SharePoint site or multiple sites?

Multiple sites. The recommended pattern is one Confluence space = one SharePoint communication site, with related sites grouped under a hub site. This respects SharePoint's permission boundaries, avoids the 300K sync threshold, and aligns with Microsoft's modern architecture guidance against deep subsite hierarchies.

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