Manual Windows User Data Transfer Checklist (External Hard Drive)

1. Core User Data

Copy from:
C:\Users\\

  • Documents
  • Desktop
  • Pictures
  • Videos
  • Music
  • Downloads

Tip: Review each folder before skipping it—important files are often stored in unexpected places.

2. Email & Communication Data

Outlook

  • PST files (POP accounts and local archives)
  • Common locations:
  • C:\Users\\Documents\Outlook Files\
  • C:\Users\\AppData\Local\Microsoft\Outlook\

Exchange / Microsoft 365 mail will resync, but local PST archives will not unless copied.

Other Email Clients

  • Thunderbird and similar clients:
  • C:\Users\\AppData\Roaming\

3. Browser Data

Check for:

  • Bookmarks / Favorites
  • Saved passwords (if not cloud-synced)
  • Browser profiles

Common locations:

  • C:\Users\\AppData\Local\
  • C:\Users\\AppData\Roaming\

If the user does not know their browser account credentials, export bookmarks manually.

4. Application Data & Local Databases

Many applications store data outside Documents.

Check:
C:\Users\\AppData\

  • Roaming
  • Local
  • LocalLow

Common examples:

  • Accounting software (QuickBooks, Sage, Advantage)
  • Custom or line-of-business applications
  • Password managers
  • Note-taking applications

5. Cloud Sync Folders

Verify cloud sync is complete before copying:

  • OneDrive
  • Dropbox
  • Google Drive

Confirm:

  • Sync status shows complete
  • Files are available offline if required
  • No files are stuck in online-only mode

6. Financial, Legal, and Sensitive Files

Explicitly look for:

  • Tax files
  • Legal documents
  • Scans of IDs
  • Personal databases
  • Encryption containers (e.g., VeraCrypt)

Common locations:

  • Documents subfolders
  • Desktop
  • Custom folders at C:\ root

7. Software Licenses & Access

Collect:

  • Software license keys
  • Installer files
  • Login credentials for critical applications

Often found in:

  • Documents
  • Password managers
  • Email

Applications cannot usually be copied—reinstallation is required.

8. Printers, Network Drives, and System Settings

Document (not copied):

  • Network drive mappings
  • Printer models and names
  • VPN profiles
  • RDP shortcuts

Save screenshots or notes with the backup.

9. Permissions & Ownership Checks

Before disconnecting the external drive:

  • Verify file sizes and counts
  • Spot-check random files
  • Watch for “Access Denied” errors during copy

Take ownership of folders if needed.

10. Post-Transfer Validation (New PC)

After restoring data:

  • Log in as the user
  • Confirm email opens correctly
  • Verify browser bookmarks
  • Confirm applications see their data
  • Ensure Desktop matches expectations

Minimal “Safe” Transfer Set (Time-Critical)

At minimum, copy:

  • C:\Users\\Documents
  • C:\Users\\Desktop
  • Outlook PST files
  • Relevant folders under AppData\Roaming for critical applications

Leave a Comment

Scroll to Top