Knowledge Base

Getting started

Learn the fastest path from your first upload to your first useful migration report.

These guides are written for first-time users. They explain the product language, the main wizard flow, and the decisions that matter on an initial run.

4articles in this topic cluster

3starter guides surfaced first

Apr 3, 2026latest update date in this category

Articles in Getting started

Read the full set, or start with the featured guides if you are new to this topic.

Getting started6 min read • Updated Apr 3, 2026

How to start your first workflow analysis

Upload the right export, pick the correct wizard path, and get a useful first report without overthinking the setup.

first runuploadanalyze

Getting started7 min read • Updated Apr 3, 2026

How to read the Analyze screen

Understand what the counts, trigger row, connector labels, and step notes are telling you before you move forward.

analyzesupportedpartial

Getting started8 min read • Updated Apr 3, 2026

How to complete Required settings correctly

Fill the required fields in the right order so export does not fail later on missing SharePoint or task configuration.

required settingssharepointexport

Getting started5 min read • Updated Apr 3, 2026

How to use Optional settings for email overrides

Change repeated recipient targets safely by grouping email actions around the current send-to value and step context.

optional settingsemailoverrides

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Search across all categories if this topic is close, but not quite the right fit.

All categories

Getting startedYou are here Analyze & compatibilityUnderstand supported, partial, best-effort, and premium connector behavior before you export.SharePoint & document patternsConfigure SharePoint references correctly and understand how document-creation workflows are handled.Export & importGenerate cleaner packages, fix common import failures, and understand what preflight is checking.Approvals & tasksSee how Flexi tasks, to-do tasks, and child workflow patterns are handled in conversion.Databases & connectorsLearn when Flow Migrator emits native database actions and when complex queries still need review.

Start here

These guides usually answer the first two or three questions users ask in this category.

How to start your first workflow analysisUpload the right export, pick the correct wizard path, and get a useful first report without overthinking the setup.How to read the Analyze screenUnderstand what the counts, trigger row, connector labels, and step notes are telling you before you move forward.How to complete Required settings correctlyFill the required fields in the right order so export does not fail later on missing SharePoint or task configuration.

Need a real workflow reviewed?

Public articles are great for recurring patterns. If you have a workflow export and want advice on the exact blockers, contact us with the workflow and the Analyze report.

Contact Flow Migrator See compatibility matrix