How do I transfer the Software Assistant database between computers?
There are a few ways of doing this. The easiest way would be to copy and paste the entire data folder from the current computer to the same location on the new computer. Alternatively, you can also mark and export the clients and then import them into the new computer.
Method 1: To copy the data folder (recommended method):
- Locate the data folder on the current computer. The default path is 'C:\ProgramData\Software Assistant\Assistant\Data'. You can check your location via Options > Directories in Assistant.
- Connect a USB flash drive.
- Right click on the data folder and select 'Copy'.
- Navigate to the flash drive, right click and select 'Paste'.
- Insert the flash drive into the new computer.
- Copy the data folder from the USB flash drive to Assistant’s existing data folder on the new computer. Click 'Yes' when asked to overwrite the existing files.
Method 2: To transfer the clients using export/import:
- Right click on the client list and select 'Mark/Unmark clients …' .
- Click on mark 'All clients' and click 'Execute'.
- Select 'File > Export data > Marked clients'.
- Save the zip file to a USB flash drive.
- Connect the flash drive to the new computer.
- In Assistant, select 'File > Import data > Import exported clients'.
- Locate the zip file that you saved onto the USB drive, and click 'Open'.
- The clients will be automatically transferred into the client list.