Import Jobs & Templates
You can use the Import Wizard to copy data from a previous version of PlanSwift to the current version. See Related Articles 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, see Related Articles.
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.
- Navigate to your PlanSwift 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>DataStoragesLocal
- In this folder, find folders named "Jobs" and "Templates"
- Select both the Jobs and Templates folders; right-click and choose Copy
- 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)PlanSwift10DataStoragesLocal (This is where you will need to paste the copied data from PlanSwift 9, for example)
- Right-click and select Paste
- Allow Windows to complete the data transfer
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