How do I Transfer Templates to Companion, Desktop, or another Computer?

• Transferring a Template Using the Cloud
• Manually Transferring All Templates to a New Computer
• Manually Transferring A Single Template to a New Computer
• Transferring a Report Using a USB Cable
• Manually Transferring a Template (Legacy)

Transferring a Template Using the Cloud

1. In your HomeGauge desktop software, click HG Services  > Upload Cloud Templates & Settings.
2. Select the template(s) you'd like to transfer and click OK.
3. On your other computer or device go to HG Services > Download Cloud Templates & Settings. The templates and settings you uploaded earlier are downloaded
4. Click Select Report Template to choose and use the template 

Manually Transferring All Templates to a New Computer

1. Install the latest version of HomeGauge on your new computer
2. From your old computer
1. Open your File Explorer and navigate to Documents/HomeGauge
2. Right click the Templates folder and choose copy
3. Plug in and open your external storage device. Inside the device, right click and choose Paste (or press Ctrl-V)
4. Safely remove your external storage device from your old computer
3. On your new computer
1. Open the external storage device and copy the Templates folder.
2. Navigate to Documents/HomeGauge, right click a blank area and choose Paste (or press Ctrl-V). If prompted to overwrite, choose Yes.
3. Open the HomeGauge Software
4. Click Select Report Template to double-check that your templates appear for use

Manually Transferring A Single Template to a New Computer

1. Install the latest version of HomeGauge on your new computer
2. From your old computer
1. Open your File Explorer and navigate to Documents/HomeGauge/Templates
2. Open the Category the template is in, then right click the template file and choose Copy
3. Plug in and open your external storage device. Inside the device, right click and choose Paste (or press Ctrl-V)
4. Safely remove your external storage device from your old computer
3. On your new computer
1. Open the external storage device and copy the template file.
2. Navigate to Documents/HomeGauge/Templates
3. Open the Category folder you would like the template to belong to
4. Right click a blank area and choose Paste (or press Ctrl-V). If prompted to overwrite, choose Yes.
5. Open the HomeGauge Software
6. Click Select Report Template to double-check that your template appears for use 

Transferring a Report Using a USB Cable

We recommend using the HG Cloud for transferring reports, but if you have files that are too large or your internet isn't working correctly, use the following steps to transfer your files manually.

1. On your Desktop, create a new transfer folder called HomeGauge
   
2. Inside the transfer folder, create blank AutoFill, Forms, Reports, Templates, and Attachments folders
   
3. Navigate to your Software HomeGauge data folder. By default, this can be found under C:/Users/Documents
   
4. Copy the files you would like to transfer from the data folder, and paste them into the associated folder in the transfer folder
   COPY:
   PASTE:
   

5. Connect your Android device to the computer

6. Place the HomeGauge transfer folder inside the device Downloads folder

7. On companion, go to Three-dot menu >More > Import Date Folder

8. Navigate to Downloads, select the HomeGauge transfer folder, and tap Use This Folder

9. Allow HomeGauge to access files

Manually Transferring a Template (Legacy)

We recommend using the HG Cloud for transferring templates.

1. On your computer, open your File Explorer and navigate to Documents/HomeGauge/Templates
2. Open the Category the template is in, then right click the template file and choose Copy
3. Connect your Android phone to your computer via USB
4. You may see an installation bubble pop up in the bottom right of your screen. Wait for the computer to successfully complete installation
5. On your Android phone, pull down the notification window and tap the USB Connected or Charge Via USB. Select the option that says "Transferring Media Files" or similar to allow access to the files
6. On your computer, open This PC or My Computer. You'll see your phone there. Open it by double-clicking.
7. Navigate to the Template folder onyour phone. The default location for the Template folder on Android is /mnt/sdcard/HomeGauge/Template, but can vary depending on the device. To find the location you can go to Options > HomeGauge Data Folder in the HG Companion
8. Once inside of the Templates folder, right click and choose Paste (or press Ctrl-V).
9. Safely eject the Android device. Power the device off and back on, then open HomeGauge Companion and choose Select Report Template.