tools-only 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 sales@granola.ai
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
Next Steps
Proceed to granola-ci-integration for CI/CD workflow integration.