Transfer Data using the ShareFile Desktop App (Windows users)
ShareFile Desktop allows quick and easy drag-and-drop functionality with a Download and Upload Queue, making local downloads and uploads simple.
- Desktop App system requirements can be found here.
- Before we get started, create a folder on your local Windows computer where you can store folders and files when you download them from your account. We’ll stash files there and then upload them back to ShareFile later.
Download the Desktop App from the Apps section of your ShareFile account.
Once you have downloaded and installed the tool on your computer, sign in to your Current Account. You can now view the files stored in your Personal and Shared Folders locations using the drop-down menu.
Remember that local folder you created in the Prerequisites above? Drag the folders you wish to migrate from the Desktop App to the local folder on your computer.
The Desktop App supports Windows CTRL selection functions (ex: CTRL+Click or SHIFT+Click to select multiple items). As a best practice, we recommend dragging over one folder at a time, to avoid overloading Windows Explorer and making sure the Queue stays nice and orderly.
These downloads will automatically be queued for processing. You can open the Queue in a separate Desktop App window, to keep an eye on completed downloads. Since you are copying to your local Windows machine, the Windows Explorer progress bar may appear. This is normal. The speed of your download may vary depending on the quality of your internet connection.
Please wait until all data has been downloaded locally before moving on to the next step!
Now that you have downloaded local copies of all of your data, let’s transfer it to your new account.
First, sign out of the Desktop App by clicking the Settings icon and then selecting Remove User. This will log you out of your Current Account.
Now, sign back into the Desktop App using the credentials to your New Account. We can now begin uploading data into your New Account.
Simply drag the folders from your local folder directly into the Desktop App. Just like with the downloads, you can monitor the progress of your uploads using the Queue.
Typically, (empty) Folders are uploaded first and then the individual items within those folders are uploaded one at a time. The speed of your uploads may vary depending on the quality of your internet connection.
Once your upload is complete, you have successfully transferred data from your old account to your New Account!
Transfer Data using the ShareFile Desktop App (Mac users)
A Mac-friendly version of the Desktop App is currently in development. In the meantime, the Desktop Widget supports drag-and-drop uploads and downloads.
Transfer Data using the ShareFile Web App
You can use the ShareFile web app to download the data from your Current Account, then upload that data to your New Account in another browser window.
- A supported web browser
- If you plan to upload entire folders, you’ll need to use one of the following options:
- the latest version of Google Chrome, or
- Internet Explorer or FireFox with the latest version of Java installed
First, open a web browser and sign into your Current Account. Once you’re logged in, you can begin downloading your data to your computer.
Depending on where files are stored, you can select multiple files and folders to download at once. To do so, use the check boxes on the left and click the Download option that appears in the context menu. The ShareFile system will then prepare your download.
Depending on the size and number of files selected, preparation may take a few minutes or more. If your download fails to prepare, consider selecting a smaller amount of items to download.
When downloading multiple items, ShareFile automatically arranges your data into a single compressed file. Keep track of where you are downloading your data on your computer, as we’ll need to locate it again in the following steps.
Once you have downloaded all of the data from your Current Account, it’s time to upload that data to your New Account.
Upload to your New Account
Log out of your Current Account and open a new window or tab. Navigate to your New Account and sign in with the appropriate credentials.
Now, depending on your browser type, you can upload your data in a few ways.
Upload Folders with Google Chrome
Google Chrome users can quickly upload folders to their account by dragging the folder into the web browser window. Users can also access the Upload menu and select files using the Browse option.
The folder will automatically be created, and all contents uploaded to ShareFile. Please do not reload your page or navigate away from your folder directory while the upload is in progress. The speed of your uploads may vary depending on the quality of your internet connection.
Once your uploads are complete, you have successfully transferred data from your old account to your New Account!
Transferring Large Amounts of Data
If you need to transfer extremely large amounts of data at once, consider using the ShareFile Migration Tool to upload significant amounts.
Note – This tool requires that the files first be present on your local computer. In most cases, you will need to first download the data from your Current Account before using the SFDMT to upload it to your New Account.
Click here for information on the ShareFile Data Migration Tool.