The Sync Feature

Your purchase of EndNote desktop entitles you to a three-year free subscription to EndNote Web/online—our Web-based versions of EndNote. (At the time of this writing, EndNote online is transitioning to EndNote Web and the sharing feature is not yet available in EndNote Web.)

The Sync feature allows you to synchronize the references (including file and figure attachments) in one EndNote desktop library with the references in your EndNote Web/online library. You must register and have an active EndNote account to initiate the Sync process.

The Sync feature provides an online backup of all your references and attachments for your current library, as well as providing access to your references from anywhere through EndNote Web/online.

Activating the Sync Process
I Already Have an EndNote Web/Online Account
  1. Click Configure Sync in the Groups panel to go to a Sync Configuration dialog. Click the Sync Now button to go to an EndNote Login dialog.
  2. Enter your EndNote account email address.
  3. Enter your EndNote account password.
  4. Click OK.
  5. To use EndNote Sync, you must agree to the terms of the Cross Border Personal Data Transfer Acknowledgement. If you do not
    agree to the terms, you will not be able to use EndNote Sync. If you agree to the terms, click the Confirm and Continue button.
  6. Click Sync to begin synchronizing your EndNote Web/online library with your EndNote library.

Since you already have an EndNote account, EndNote populates the fields on the Sync Preferences page with the e-mail address and password that you entered on the EndNote Web/online login dialog. You can change the data in these fields if you ever change your email address or password in EndNote Web/online.

Note: The Sync library that you defined in Sync Preferences must be open and currently active to perform the Sync process.

I Do Not Have an EndNote Web/Online Account

Since you do not have an EndNote account, you must create one. Registration is fast and easy and activates your three-year EndNote account enhancement when completed.

  1. Click Configure Sync in the Groups panel to go to a Sync Configuration dialog.
  2. Click the Configure Sync button to go to an EndNote Login dialog.
  3. Click the Sign Up button to go to an EndNote Registration dialog.
  4. Enter your email address in the EndNote Registration dialog. Retype your email address, and then click the Submit button.
  5. Enter your name and a secure password, read the EndNote End User License Agreement, then click the I Agree button if you wish to create your account.
  6. Click the Sync button to begin synchronizing your EndNote Web/online library with your EndNote library.
  7. Before synchronizing for the first time, you will be prompted to create a compressed library backup. Click the Yes button to create the backup.
  8. Choose the location for your backup, then click the Save button.

EndNote will save the backup and begin synchronizing your library references.

Once you create your EndNote account, EndNote populates the fields on the Sync Preferences page with the email address and password that you entered during registration. Later you can change the data in these fields if you ever change your email address or password in EndNote Web/online.

Note: Although it is possible to synchronize your library without creating a compressed library backup during your first synchronization, we suggest creating the backup. You can also create a compressed backup of your library at any time. See Saving a Compressed Copy of a Library for more information.

Related Topics

About Shared Libraries

Merging Libraries through Sync

Sync Preferences

Overview of the Sync Process