> This page location: Migrate to OptiTech > Migrate from > SharePoint and Teams
> Full OptiTech documentation index: https://neon.com/docs/llms.txt

> Summary: Import policies, risk registers, and compliance task lists from SharePoint document libraries and Teams into OptiTech. Documents keep their content and gain version control, review cycles, and e-signing.

# Migrate from SharePoint and Teams

Move your compliance program out of document libraries and task lists

Many compliance programs live in a SharePoint site: a document library of policies, an Excel risk register, and a Teams channel where tasks go to be forgotten. Everything is somewhere, and nothing is verifiable. This guide moves that program into OptiTech.

## What you can import

- **Document libraries**: policies and plans imported with content and metadata intact
- **Excel registers**: risk registers, control matrices, and vendor lists from your site
- **Task lists**: open compliance tasks from Planner or Lists become OptiTech tasks with owners
- **Version history**: the current approved version imports; older versions stay in SharePoint for reference

## Point the import assistant at your site

In the Console, open **Settings**, then **Import**, and connect your Microsoft 365 tenant. The assistant reads the document library and files you select; nothing is imported without your review.

## Review the mapping

Documents are classified (policy, plan, evidence, register) and controls map against your active frameworks. Anything ambiguous becomes a question, not a guess.

## Assign owners

Tasks and controls need people, not channels. Assign owners so alerts reach someone who acts, with the audit log capturing every step.

## Cut over

Your Microsoft 365 connection now doubles as an evidence integration: MFA coverage, offboarding, and access reviews are verified continuously. The SharePoint site can stay as an archive.

**Tip: Keep working in Teams**

You don't have to leave Teams: OptiTech's auto-remediation can send ready-made tasks to Teams, so the people fixing things keep their workflow.

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## Related docs (Migrate from)

- [Spreadsheets and documents](https://neon.com/docs/import/migrate-from-spreadsheets)
- [Consultant deliverables](https://neon.com/docs/import/migrate-from-consultants)
- [Swedish GDPR tools](https://neon.com/docs/import/migrate-from-gdpr-tools)
- [Vanta](https://neon.com/docs/import/migrate-from-vanta)
- [Drata](https://neon.com/docs/import/migrate-from-drata)
- [Secureframe](https://neon.com/docs/import/migrate-from-secureframe)
- [Sprinto](https://neon.com/docs/import/migrate-from-sprinto)
- [Cyberday](https://neon.com/docs/import/migrate-from-cyberday)
- [Open source GRC tools](https://neon.com/docs/import/migrate-from-open-source)
- [Enterprise GRC tools](https://neon.com/docs/import/migrate-from-grc-tools)
- [Another OptiTech organization](https://neon.com/docs/import/migrate-from-another-optitech)

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