Starting with Pagico 10 (November 2022 Update), you can now import data from Daylite.
To do so, follow these steps:
Exporting Data from Daylite
- In Daylite, go to the Daylite Preferences panel
- Switch to the Account & Subscription section
- Click on the "Export Data" button, which will direct you to Daylite's web portal
- Click on the "Export Data" on that webpage, and wait for the export to finish.
- Download the exported package to your computer. The package is a compressed folder (in .tgz format), but please do not extract the file content.
Importing Data into Pagico
- Go to the Preferences section (by clicking on the Gear icon in the toolbar)
- Scroll down until you see the Advanced Options -> Import Data section, then click on the "Launch Data Importer"
- Set the data import format to "Daylite", and select the data package (.tgz) exported from Daylite.
Types of Data
At the time of writing, the data importer imports the following types of data:
| Data Types in Daylite | Imported to Pagico as... |
| Projects | Projects |
| Opportunities | Projects |
| Contacts | Contacts |
| Organizations | Contacts |
| Notes | Notes |
| Tasks | Tasks (single-item lists) |
| File attachments | Files |
| Emails | URL Bookmarks (pointing to messages stored in Apple Mail via MessageID) |
| Categories | Categories |
Special Notes
- The data package exported from Daylite should carry an extension of ".tgz".
- The data importer will parse your data package and return a list of items to be imported as a preview.
- Please only confirm to import the data if the preview lists look correct to you.
- This data importer is in beta mode right now, and it could potentially import data incompletely due to unexpected data content. So if you see anything strange, please do not proceed with the data import and let us know at support [at] pagico [dot] com.
Best Practice
To avoid potential issues (and to check the data import completeness), it is recommended that you import the data into a blank database to test the data import, before importing the data into an existing database. Here's the recommended process:
- Go to the Preferences section and turn off the Data Sync option. This is to stop Pagico from automatically syncing everything when you switch to a blank database.
- Use the menu commands File -> Close Database to return to the Welcome screen. Remember the name of the database you just used.
- Create a new database, name it "Throw-Away DB" (or something like that) and store it somewhere. This isn't really important, as this will be a throw-away database after the test.
- Once in the database, Pagico may ask if you'd like to enable Personal Cloud. Choose "No" as we don't want data sync to happen here in this test DB.
- Go to the Preferences section and invoke the Data Importer, proceed with the data import process.
- Once the data import process is done, Pagico will automatically reload the database and now is the time to check the imported data.
- If everything looks good, then use the menu commands File -> Close database to return to the Welcome screen.
- Click on the database you previously used (see step 2) to re-open it.
- Go to the Preferences section and enable the Data Sync option.
- Import your data package one more time and proceed with the database reload.