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Migration & Import Guide

Import any outliner into TreeNote with OPML

OPML is the format most outliners share. Exactly which five fields it carries into TreeNote, the five it drops, the other three ways to get an outline in — and why OPML is a migration format rather than a backup.

Find the export in the tool you are leaving

Workflowy and Dynalist both offer OPML from their built-in export menus, with nothing to install. Elsewhere, look for a generic Export in the item menu, the document menu or settings — OPML is usually one of several formats offered there rather than a separate feature.

Save the file, and note what it covers

Some tools export your whole account as one file; others export a single document or list, so you end up with several. Neither is better, but knowing which you have decides whether the next step happens once or fifteen times. Name the files after the documents while you still remember which is which.

Import it into TreeNote

Open Import & Export in the app menu, choose Import OPML and select the file. A new document appears with every level of nesting and the order of siblings preserved — a project five levels deep arrives five levels deep, not flattened.

Check one document you know by heart

Look for a note that should be in the note field, an item that should still be ticked, and something that had a date — the first two should be there and the third will not be. Finding that out on a document you recognise is much cheaper than finding it out later on one you do not.

Repeat, then organise on this side

Each file lands as its own document, so the folder structure is something you build here. ⌘⇧M moves items between documents and ⌘K jumps between them.

No OPML export? Paste instead

TreeNote also imports text straight from the clipboard: tab-indented lines become nesting, 1. becomes a numbered list and - [ ] becomes a real checkbox. For a tool with no OPML export at all — or for a list too short to be worth a file — this is the whole migration.

What transfers, and what doesn't

The canonical list, and the one the tool-specific guides cite rather than restate. It is a property of the file format, so it is the same in both directions — these are also the fields an OPML export out of TreeNote will not carry.

Once you're in

Five rows came across and five did not. Putting the second five back, in the order that repays the effort fastest.

Dates, first. They are the only dropped field that can cause you to miss something. ⌘⇧D inserts today's date on the focused item; ⌘⇧Y then opens Today, which gathers everything dated into overdue, today, tomorrow, the next seven days and later, and rolls it forward without asking.
Mirrors, second. ⌘⇧L copies the focused item as a mirror and ⌘⇧V pastes it wherever it also belongs — one item, two places, edited from either. Free on every plan.
Then the cosmetic three, at your leisure. Fold the tree back down with ⌘⇧., re-apply emphasis with ⌘B, ⌘I and ⌘⇧H, and re-number any list where the numbers carried meaning.
Export a full-profile backup when it looks right. That is the point at which this list stops being something you will ever have to do again — the backup format keeps all ten rows, so the next move is lossless.

Questions

Import one OPML file and see what arrives.

Five fields cross, five do not, and this page told you which before you clicked. Free, and no card.

Ready to move your outline?

Your original files stay completely untouched. Test TreeNote side-by-side with your existing workspace.