I think you are on the right path to install and sync with the Palm Desktop. The Palm Desktop has both export to files like CSV which some apps will take in. There is NO SINGLE TRANSFER MY PALM DATA APP OUT THERE. I've tackled this with the old way of export and find a way to import to the next app.

In parting, I wrote PallmOS apps and still maintain an few apps from those days so I know of what you ask. I have over 10 Palm devices in the dev kit at the office just in case.