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How to Import a Planner into Xodo

Are you ready to take the dive into the wonderful world of digital planning? Are you feeling a bit overwhelmed by all the settings and tools in Xodo? I hear ya. Xodo takes some time to get used to, but its easier when you have the right tutorials. Most digital planning tutorials are Goodnotes specific, but not this one! Welcome to the first post of our Xodo Planning Series! If you missed our post on Getting Started with Digital Planning, You'll want to check that out so you aren't too lost.

Once you have downloaded Xodo and a digital planner, the next step is to import the digital planner into Xodo. You have a few options to choose from as to how to do this, and today we will be going through all of them.


Before we talk about all the options, there are a few things to keep in mind:

  • Xodo does not allow the import of .goodnotes files. Any Planner that is in PDF form will work.

  • Xodo will basically overwrite the file. It is best to make a folder for Xodo Documents and make a copy of the file. This way, you will always have a blank one if you want to reuse it.

  • If you use a cloud service, you can access your planners on any device. It is essentially synchronizing.

  • Although Xodo can "synchronize" through the cloud service, it is not instant. You will have to make sure the planner is saved before opening it on the other device. It is also best to completely close out of the planner on the first device before switching to the second, and vice versa.

Import From your Device

You can import from your device. If you have the file saved directly onto your device, this is where you will want to go to import it. You have the options of "Documents", "Folders", and "System Files". These are all essentially the same, with the exception of system files. If you have a cloud service integrated into your device, you can access it through system files as well. For example, Android and Chrome OS usually have Google Drive, iOS would have iCloud. If you aren't worried about storage space and only plan from one device, this might be your best option.


Import From Your SD Card

Importing from your SD card is similar to importing from your device. However, with this option, you will need to actually save a copy of your file to another location, since SD files are "read-only". You can save the copy to either your device or your cloud storage.


Import From A Cloud Service

Xodo allows you to access files on Google Drive, Dropbox, OneDrive, and Xodo Connect. Google Drive, Dropbox, and OneDrive require the app to be downloaded to your device. I have never been able to get Xodo Connect to work, so we will not be discussing that at this time. Once you click the cloud service you want to use, it will have you sign in. After you sign in, you can access all your files. If you want to do your digital planning from multiple devices, this is the option for you.


Once you have decided which option is the best for you, go ahead and create a "Xodo" folder to save your worked-in planners, keeping them separate from your original, unused planners. Once you have your planner imported, you are ready to start learning how the various tools work!




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