For users of our older Password Boss desktop clients (anything that is version 5), we now offer a seamless path to migrate all of your data into our new Password Boss WebApp. This process will migrate everything for you automatically:

• All of your Password Items.
• All of your Digital Wallet, Secure Notes, and Identity items.
• Any Shares you have created
• Any Emergency Access invitations you created. 

The migration process is a one-way migration of your account. It will only move items from your Desktop account into your WebApp account. Once completed, Password Boss items saved or updated will not be updated between the desktop and webapp unless you run another migration process. See Rerun the migration process below for more details.

Migrate your Data

1. Login to the webapp using the same credentials as the desktop version. If your Desktop Master Password is not the same as your WebApp Master Password, then click on advanced options first and add your Desktop Master Password to the EXTRA PASSWORD field. See Advanced Options below for more details.  
    
2. Click the migrate button.

3. The account migration process will begin. It is important to wait for the migration and not close the browser.

4. Once the migration process is complete, a Migration report will be displayed that you can download to reference how many items, folders, and domains have been imported. Once completed, click close, and you will continue to log in to the Password Boss WebApp. Now, you can verify that the data is in your WebApp account.

Rerun the migration process.

After you review your items and find any discrepancies or have made additional changes to the desktop application data, you can rerun the migration process from within the WebApp by (1) clicking Settings. (2) Click You and Password Boss. Scroll to the bottom and click (3) Migrate

Advanced Options

If you are running the migration process and want to control what or how items are imported, you can select various settings under the Advanced options to fine-tune the process. 

Advanced Options Details

For details on how each one of the advanced options works, see the list below that is matched to the number on the image above.

1. Do Not Merge. Use this option to migrate all items, and if duplicate items are found, it will skip any duplicate items found during the migration process.
    
2. Skip Items.  This will import settings, shares, and emergency access items. Passwords, digital wallets, personal info, and secure notes will not be migrated. 
    
3. Skip Shares. This will skip importing any shares that you have created. Passwords, digital wallets, personal info, and secure notes will be migrated. 
    
4. Skip Emergency Access. If you have created any Emergency Access invitations, this will skip importing any items you created.
    
5. Never ask Again. Prevents the migration prompt from appearing on login, whether the migration completes successfully or 'Skip' is selected.
    
6. Store in Folder. Type the name of a folder, and all the migrated items will be copied to that folder in your account. If you have personal and business profiles, your profile folders will appear under this folder. 
    
7. TAG. You can create an optional tag to mark all items imported during this migration import.
    
8. ADD TEXT TO NAME. You can create an optional text word or phrase to append to each item's name.
    
9. EXTRA PASSWORD. This field may not appear. Your WebApp password and Desktop Passwords are the same.  If you are not using the same password with Password Boss WebApp as you are using the Password Desktop version, then put your Desktop Master Password here.