Transferring (import/export/convert/migrate) data from the discontinued on-prem desktop version to an online account

If you are wanting to export your resources and/or events from the desktop version and move some of that data to your online account, you can use the 2 desktop reports linked below. Download both reports and save them to your 'documents/Schedule it 7/reports' folder:

Download - Report to export resources
Download - Report to export events

Export

• 
  Export Desktop Resources: From the Tools menu, select Generate a Report > Text Report > Next, then open the new report 'Export Report for Resources to Online.txt'. Be sure before creating the report to check 'Include resource with no events' is ticked to get all your resources. Press Create.
  
  Export Desktop Events: From the Tools menu, select Generate a Report > Text Report > Next, then open the new report 'Export Report for Events to Online.txt'. Select a date range of events to export and press Create.
  
  You can edit your reports using Notepad (NOT EXCEL) to remove any lines of data you do not want to import.

Import

• 
  Import Resources: After logging in to your online account go to the Account menu and choose Import, select Import Resources and choose a default group should it be needed, then Upload a File where you can open the exported report you created with the desktop version. Press Check Data, review the import and press Import Data.
  
  Import Events: After logging in to your online account go to the Account menu and choose Import, select Import Events and choose a default resource should it be needed, then Upload a File where you can open the exported report you created with the desktop version. Press Check Data, review the import and press Import Data.
  

NOTE: *Groups cannot be exported from the onprem version for import so must be added manually, and resource assigned to them manually. Always import Resources first so they exist in the database before importing events. This procedure will only transfer limited details from your resources and events so test with a few lines of of data to be sure the transfer is as you need. Contact us if you need more details.

Last updated, 7 March 2024, 08:14