FAQ: How do I import data from EndNote?

In most cases it is possible to migrate an entire EndNote library, including attachments, into Sente without doing much, if any, manual cleanup afterwards. This should include attachments and custom fields.

The migration instructions below assume your data is stored in EndNote 7 or later. If your library is stored in EndNote 6 or earlier, you will need to migrate it to a later version of EndNote prior to migrating to Sente.

First, export references from EndNote:

1. Open the library in EndNote.

2. Use the File > Export command.

3. Specify a file name and location for the export file (the Desktop may be the most convenient location).

4. Select “XML” as the export format (“Save as File Type: XML”).

5. Select Show all fields for the Output Style.

6. If “Export Selected References” has a checkmark in the box and you want to export ALL references (not just references that happen to be selected), click on the checkbox to remove the checkmark.

7. Click on Save.

Then, import the EndNote references into Sente:

1. Launch Sente and either open the library you want to use or create a new library in Sente.

2. Select the File > Import command.

3. Navigate to the EndNote XML file, select it, and click Open.

4. If a File Import Duplicate References Report appears, review it by scrolling through the list, or copy the report to the clipboard for pasting into a text editor like Pages. Click Okay when finished reviewing the report.

5. If there are fields used in the EndNote library that are not currently in Sente, the new fields will be added and a report will appear with the information. Click Okay to close the report.

We recommend that you spot-check your data in Sente, comparing a few random examples of references and attachments to make sure they migrated successfully from EndNote to Sente.

For additional information on this topic, please see the chapter entitled Migrating Data from Other Applications in the Sente User Manual.

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