Import OneNote Digital Planner Notebook

No matter what version of OneNote you use, you can upload the notebook through this process.
  • OneNote
  • OneNote for Windows 10*
  • OneNote 2016
  • OneNote 2013 OneNote
  • 2010 OneNote for MacOffice for business
  • OneNote for the web
  • OneNote for iOS
  • OneNote for Android phones.

GETTING STARTED

DOWNLOAD LINKS: Download zip files to your download folder on your computer. Do not move the zip file from the download folder until you have completed installation. In the event you reached your download limits, email [email protected] and request for them to be reset.
 
INSTALL ON DESKTOP: Installation must be installed from a desktop computer.
 
Note: Exporting and importing notebooks through OneNote for the web is only available for notebooks stored on personal OneDrive accounts, not for notebooks stored on OneDrive for Business or SharePoint. For information about exporting notebooks to PDF files from OneNote 2016 for Windows, see Export notes from OneNote as a PDF.
*Tip: Download the FULL version of OneNote (free) for best results, especially if you are using Windows 10 currently.

CHOOSING A METHOD FOR IMPORTING NOTEBOOKS AND TILES

We offer three methods of installation. Installation must be performed from a desktop or laptop computer. (Your planner will sync to your other devices when you log into OneNote on them using the same account.) If you do not have a PC, please proceed to method 3. Read over each method prior to choosing one. Click on the bottom to watch walk-through video and see written instructions.

Commonly Asked Questions to Review Before You Install

  1. Do I have to read the instructions? Yes, if you do not follow the steps, it will not work. 98% of people that contact us for support skip the first step of extracting the zip file or they don’t finish the last two steps.

  2. What are Tiles? The Key2Success OneNote Digital Planner is now available in Standard and Tiles. Both versions are compatible with Tiles, customized layouts that can be embedded into your planner to personalize each page. Learn more about Tiles vs Standard Download files at this link.
     
  3. How do I hide the author in my planner? Learn how to hide here at this link.

  4.  How do I align text and type in the OneNote planner?: Here is the instructional video at this link.

  5.  How do I upgrade my planner to include hyperlinks?: You can learn more about that here. Please keep in mind it will not be immediate, because we need to manually update your order. Thanks!

Installing Key2Success OneNote Planner

STEP 1:

Make sure to review step two below to learn how to open it on your mobile devices after you make the initial import of the planner. 

Method 1 is for:

  • Windows PC Users
  • Sharepoint / Business Account Users
  • Personal Account Users

If you do not have a Windows computer with a desktop version of OneNote, you can go ahead and proceed to Method 2.

Start Method 1

Method 2 is for:

  • Apple Users
  • Android Users
  • Onyx Boox Users
  • Personal Account Users
  • Web Users

Through this method your files are not shared on the local computer. If you are using a work or neighbor’s computer, your files may be deleted after importing.

Start Method 2

If Method 2 fails, review this information: Link

Method 3 is for:

This is for business users who do not have access to a Windows computer.

Microsoft does not allow Sharepoint or Business users to import the planner into their accounts through an Apple computer. 

You, however, can use Method 2 to upload to a personal account. Afterwords, you can either copy the planner into your business account or share the notebook. Learn more by watching the video labeled “Alternative Install” 

Alternative Install

Schedule Professional Installation Assistance

If you would like assistance with a professional installation staff, please schedule a remote online installation session with a member of our team. You will receive an email within 24 hours to schedule your support session.

Reserve Session

NON-COMPUTER OWNERS – Dedicated Installation Support

  • This is for users who do not have access to a computer.
    • iPad Only Users
    • Android Only Users
    • Boox Only Users

This method requires dedicated and technical support to upload your planner. This is done through a Zoom call. 

Make sure to choose a dedicated session when reserving your support session.

Reserve Session

STEP 2:  Open Planner on mobile and secondary devices. 

Once you have completed installing the planner on your primary computer, you can proceed to open the planner on secondary devices like tablets, phones and other computers. Please note you may want to wait until the first sync completes from step one before starting this method. Opening the planner too early could result in either missing content or conflicting pages. 

Open OneNote Planner

STEP 3 – LAST STEP: Training

We have a number of training opportunities. We suggest that you subscribe to our YouTube Channel and check out our OneNote Playlist. This includes all the latest videos of training and ticks for getting the most out of your planner. 

Also, make sure to start watching our Series 1 and Series 2 Training videos on maximizing our system’s potential. 

And lastly, if you are looking for dedicated training, check out our professional coaching offerings.

OneNote Video Playlist
Series 1 & 2 Videos
Professional One-On-One Training