Previous: Before you start

Part 1: Populate the Upgrade Center

To populate the Upgrade Center with your SharePoint On-Premises workflows, you will need to run the workflow extraction script. To download and run the workflow extraction script, you must have:

  • Access to the server running the SharePoint Central Administration

  • At least version 5 of PowerShell

  • An administrator account with SPShellAdmin privileges

The Nintex workflow extraction script only works with SharePoint 2013, 2016, and 2019.

1. Enable the Upgrade Center

Contact your Nintex Account Manager or Customer Success Manager to enable your Upgrade Center.

2. Download the workflow extraction script package

Download the Upgrade Center extraction script package here.

3. Run the workflow extraction script

Follow the instructions in the workflow extraction script package, or watch the video below to run the workflow extraction script.

4. Import the package file

  1. Navigate to your Nintex Workflow tenant.

  2. Click Automate in the top ribbon.

  3. Click on Upgrade center in the left navigation panel.

    Note: To view the Upgrade center, you need at least Automation Administrator permissions in Nintex Workflow.

  4. Click Import package file.

  5. Browse for and select a package file to import.

    Note: The package file to import will be the file created as an output from running the workflow extraction script. It will be located in the directory chosen in the step above.

  6. Enter the SharePoint Online URL where your SharePoint On-Premises data has been be migrated to. See Before you start.

  7. Click Import.

  8. A list of your Nintex Workflow for SharePoint On-Premises workflows will be generated in the Upgrade inventory tab. From here, you can view details about each workflow and select them for upgrading to Nintex Workflow. You can select individual workflows for upgrading or upgrade multiple workflows at once.

    Note: Upgrading workflows does not publish them. See Part 2: Upgrade workflows.

5. Review the site mapping

Use the Site mapping tab to view and update, if necessary, the list of site mappings. (A site mapping indicates the SharePoint On-Premises site URL and its corresponding SharePoint Online site URL.)

Important: Some site mappings may be missing or incorrect: it is important to review and update these before upgrading your workflows.

Next: Part 2: Upgrade workflows