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University of Bath

Transfer references between EndNote Online and EndNote Desktop

Learn how to transfer bibliographic references between EndNote Online and EndNote Desktop reference management applications.

Between EndNote Desktop and EndNote Online

When you first use EndNote Desktop you are prompted to identify your EndNote Online account, by email and password, so that you can easily transfer references between them. You can change this to a different EndNote Online account later from the EndNote Preferences section if required.   Using EndNote Desktop, the X7 version, you can easily and regularly transfer references in both directions i.e. EndNote Desktop to EndNote Online  - and - EndNote Online to EndNote Desktop. 

You can view both local and online elements of your Library via the 'Integrated Library and Online Search Mode' from the blue pane on the left-hand side:

  1. Open EndNote Desktop
  2. Browse the blue pane on the left-hand side for the 'EndNote Online' section and click the 'transfer' link beneath it
  3. Select the EndNote Library you want to transfer to/from from the drop-down list
  4. Select a direction - from EndNote Desktop to EndNote Online, or from Online to Desktop (you can choose not to allow duplicates)