Granola Upgrade & Migration

Granola Upgrade & Migration

Overview

Guide for upgrading Granola versions and migrating between subscription plans.

App Version Upgrades

Check Current Version

# macOS - Check installed version
defaults read /​Applications/​Granola.app/​Contents/​Info.plist CFBundleShortVersionString

# Or in Granola app:
# Menu > About Granola

Auto-Update Settings

Granola > Preferences > General
- Check for updates automatically: Enabled (recommended)
- Download updates in background: Enabled
- Notify before installing: Your preference

Manual Update Process

# macOS via Homebrew
brew update
brew upgrade --cask granola

# Or download directly
open https://granola.ai/​download

# Verify update
defaults read /​Applications/​Granola.app/​Contents/​Info.plist CFBundleShortVersionString

Update Troubleshooting

## Common Update Issues

Issue: Update fails to install
Solution:
1. Quit Granola completely
2. Delete ~/​Library/​Caches/​Granola
3. Redownload installer
4. Run installer as admin

Issue: App crashes after update
Solution:
1. Clear preferences (backup first)
2. Re-authenticate
3. Contact support if persists

Plan Migrations

Upgrade Path

Free → Pro → Business → Enterprise

Upgrade includes:
- Immediate access to new features
- No data loss
- Prorated billing
- Increased limits take effect immediately

Upgrading Plans

Free to Pro

## Upgrade Steps
1. Settings > Account > Subscription
2. Click "Upgrade to Pro"
3. Enter payment information
4. Confirm subscription
5. Immediate access to Pro features

Benefits Gained:
- Unlimited meetings
- Longer recording duration
- All integrations
- Custom templates
- Priority processing

Pro to Business

## Upgrade Steps
1. Settings > Account > Subscription
2. Click "Upgrade to Business"
3. Set initial team size
4. Complete payment
5. Configure workspace settings

Benefits Gained:
- Team workspaces
- Admin controls
- SSO support
- Audit logs
- Priority support

Business to Enterprise

## Enterprise Migration
1. Contact [email protected]
2. Discuss requirements
3. Custom agreement
4. Dedicated onboarding
5. Migration support

Enterprise Features:
- Custom limits
- Dedicated support
- SLA guarantees
- On-premise option
- Custom integrations

Downgrade Considerations

## Downgrading Plans

Before downgrading:
- [ ] Export data exceeding new limits
- [ ] Document current integrations
- [ ] Notify team members
- [ ] Review feature dependencies

Data Handling:
- Notes preserved (read-only if over limit)
- Integrations disconnected
- Team access removed
- Templates kept but locked

Timeline:
- Downgrade at next billing cycle
- Access maintained until then
- No prorated refunds typically

Data Migration

Export All Data

## Complete Data Export

1. Settings > Data > Export
2. Select "All Data"
3. Choose format:
   - Markdown (readable)
   - JSON (complete)
   - PDF (archival)
4. Wait for export generation
5. Download zip file
6. Verify contents

Import to New Account

## Limitations
- No direct import between accounts
- Manual recreation of templates required
- Integrations must be reconfigured

Workaround:
1. Export as Markdown
2. Import to Notion/​other tool
3. Reference in new account

Workspace Migration

## Move Between Workspaces

Scenario: Moving from personal to team workspace

Steps:
1. Export notes from personal account
2. Join team workspace
3. Share/​recreate important notes
4. Transfer integrations manually
5. Update calendar connections

Version Compatibility

Breaking Changes Awareness

## Before Major Updates

Check:
- Release notes at granola.ai/​updates
- Breaking changes section
- Integration compatibility
- Minimum system requirements

Prepare:
- Backup current data
- Document custom settings
- Note integration configs
- Plan rollback if needed

Rollback Procedure

## If Update Causes Issues

macOS:
1. Download previous version from granola.ai/​downloads/​archive
2. Quit Granola
3. Move current app to trash
4. Install previous version
5. Report issue to support

Note: Account data is cloud-synced,
app version doesn't affect stored data

Enterprise Migration Checklist

From Other Tools to Granola

## Migration from Otter.ai/​Fireflies/​Other

Phase 1: Data Export (Week 1)
- [ ] Export all meeting notes
- [ ] Export transcripts
- [ ] Download audio (if needed)
- [ ] Document integrations used

Phase 2: Granola Setup (Week 1-2)
- [ ] Configure Granola workspace
- [ ] Set up integrations
- [ ] Create templates
- [ ] Train team

Phase 3: Parallel Running (Week 2-4)
- [ ] Run both tools
- [ ] Compare quality
- [ ] Identify gaps
- [ ] Adjust configuration

Phase 4: Cutover (Week 5)
- [ ] Disable old tool
- [ ] Full switch to Granola
- [ ] Monitor closely
- [ ] Support team actively

Resources

• Granola Updates
• Pricing & Plans
• Migration Support

Next Steps

Proceed to granola-ci-integration for CI/​CD workflow integration.