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Copy Data and Templates folders from Previous Version of PlanSwift (Migrating Jobs and Templates Using Windows Explorer)

Import Jobs & Templates

You can use the Import Wizard to copy data from a previous version of PlanSwift to the current version. See Using Import Wizard to Migrate Data & Templates for details.

Network Storages

If you are using network-based Storages, you won't "migrate" your Jobs and Templates, you simply connect PlanSwift 11 to your existing Network Data Storage Location

Copy Data Files using Windows Explorer

If you are upgrading a major version (8 to 9, 10, or 11, 9 to 10 or 11, or 10 to 11), your data (your Jobs and Templates) don't automatically "migrate" to the new version. You can either migrate them, using the Import Utility above, or you can simply copy the folders using Windows Explorer.

1. Navigate to your PlanSwift9 folder located at C:\Program Files (x86)\PlanSwift8, or PlanSwift9, or PlanSwift10. In this folder, you are going to want to locate your storage folder. The Storage folder can be found at:

    C:\Program Files (x86)\PlanSwift<version>\Data\Storages\Local

2.) In this folder, find folders named "Jobs" and "Templates"

3. Select both the Jobs and Templates folders; right-click and choose Copy.

4. Next, locate the PlanSwift10 folder; the file path is going to be C:\Program Files (x86)\PlanSwift10 and your storage folder is going to be located at C:\Program Files (x86)\PlanSwift10\Data\Storages\Local. (This is where you will need to paste the copied data from PlanSwift 9.)

5. Right-click and hit paste, let Windows complete the data transfer.

Congratulations, you have successfully migrated your data from PlanSwift 9 to PlanSwift 10! Follow the instructions in the user guide to open an existing project. 

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