Move your journey map from Smaply Classic to Smaply 3.0
On this page, you will find a detailed, step-by-step guide on how to export data from Smaply Classic to Excel (for plans Basic and upwards) and how to import it into Smaply 3.0.
For organizations on large plans we will soon have an option available where basically no manual labor is involved, for smaller plans this is how you'll get your journey maps into Smaply 3.0.
From your Smaply Classic Account, go to your journey map and sort your lanes in a way that makes it easy for you to copy the content from your journey map to Smaply 3.0. When doing so, please consider the following restrictions:
Be aware that images will not be copied, they have to be uploaded individually
The export of some lanes from Smaply Classic is not compatible with Smaply 3.0, you’ll have to manually create them in Smaply 3.0: Emotional lane, dramatic arc, channel lane, backstage lane, separator lines, file lane, live data lane
Then click “Export” in the top right corner of your screen.
Choose the tab XLS and export the journey map to Excel.
You might have to wait shortly, depending on how large your map is. Then your Export is available and by clicking “Excel export” you can download it to your computer.
This is your export from which you can copy content to Smaply 3.0.
Open Smaply 3.0, sign into your account and create a new journey map
Copy each lane you want to insert into the map individually.
Before you start pasting content into your newly created journey map consider a couple of things:
Add some columns to your map if the copied journey map has more than 5 steps.
Don’t copy the first column as it contains the lane information, and is not the first step of your journey map
Then simply use the Keys cmd+v on Mac or Strg+v on Windows and insert content, ideally lane by lane.
Choose the type of content you want to insert in order to have the correct lane in your map.
The default is to insert text cards to the first text lane available in the journey map. If you have multiple text lanes and want the content to stay in two different lanes (such as here: Anna’s steps, Anna’s detailed description”), make sure to create a text lane on the top of your map. This prevents having multiple cards in one column of a row.
Now the only thing you have to do is to expand the stage cards accordingly and adapt card formatting if you had any color coding / highlighting on your map.
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