Import Templates are a convenient way to create imports without starting from scratch. By crafting an import template, you can streamline the process of importing data without the need for repetitive manual field selection, sorting, and filtering. Additionally, this enables you to efficiently utilize the same template multiple times, resulting in valuable time/effort savings.
You can also share this with a team member who might be new to Coefficient. They can readily utilize the import template you've designed as a starting point for their exploration and tasks.
Create an import using an Import Template
Create an Import Template
Example: Salesforce Campaigns import
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1. Open the Coefficient Sidebar and click “Import from…”. |
2. Select your data source. (ie: Salesforce) |
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3. Select “From Objects & Fields”. |
4. Choose the Object and Fields you wish to import. |
5. You have successfully created a Salesforce import from objects & fields. At the same time, we automatically generate an Import Template for you.
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6. To confirm your import was converted into a template, launch Coefficient and click “Import from…” |
7. Select the data source from the list. (ie, Salesforce) |
8. The new template will appear under "My Import Templates". |
ℹ️ NOTE: When creating new import templates, Coefficient checks for the uniqueness of objects, filters, and sorting criteria but does not consider the selected fields. This allows you to create multiple import templates for the same Salesforce object with different fields; however, only one import template (the first one) will be saved.
Managing Import Template(s)
ℹ️ NOTE: Only the owner or creator of an import template can edit, share, unshare, or delete it. Changes or deletions to the template will not impact any existing imports previously created.
Edit
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1. Launch Coefficient and click “Import from…” |
2. Select “Salesforce” from the list. |
3. The new template will appear under "My Import Templates". |
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4. Hover your mouse over the right side of the template name until three dots appear. Click the dots, and then select the "Edit" option. |
5. Personalize your template by editing the name, adding a description, or adjusting the fields, filters, sorting, and other settings. Click "Save" to confirm your changes. |
6. A confirmation message will appear on your screen to indicate that your template edits have been successfully saved. |
Share
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1. Launch Coefficient and click “Import from…” |
2. Select “Salesforce” from the list. |
3. Find the template you want to share from the list. |
4. Coefficient offers you three ways to share your Import Templates.
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Option 1: a. Hover your mouse over the right side of the template name until three dots appear. Click the dots, and then select the "Share" option. |
b. Click the "Share template" button in the pop-up. |
c. A confirmation that your template is shared will show. |
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Option 2: a. Click the "Share" link, then select the radio button next to the import template you want to share. |
b. Click the "Share template" button in the pop-up. |
c. A confirmation that your template is shared will show. |
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Option 3: a. Hover your mouse over the right side of the template name until three dots appear. Click the dots, and then select the "Edit" option. |
b. On the Edit Import Template page, click the three dots and select the "Share" option. |
c. Click the "Share template" button in the pop-up. A message will show to confirm the template has been successfully shared. |
Unshare
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1. Launch Coefficient and click “Import from…” |
2. Select “Salesforce” from the list. |
3. Find the template you want to unshare from the "Shared Templates" list.
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4. There are 2 options to unshare a template.
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Option 1: a. Hover your mouse over the right side of the template until three dots appear. Click the dots, and then select the "Unshare" option. |
b. Click the "Unshare template" button in the pop-up to complete the process. |
c. A confirmation that your template is unshared will show. |
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Option 2: a. Hover your mouse over the right side of the template name until three dots appear. Click the dots, and then select the "Edit" option. |
b. On the Edit Import Template page, click the three dots and select the "Unshare" option. |
c. Click the "Unshare template" button in the pop-up. A message will confirm the template has been successfully unshared. |
Delete
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1. Launch Coefficient and click “Import from…” |
2. Select “Salesforce” from the list. |
3. Find the template you want to delete from the list. |
4. There are two options to delete a template.
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Option 1: a. Hover your mouse over the right side of the template until three dots appear. Click the dots, and then select the "Delete" option. |
b. Click the "Delete" button in the pop-up. |
c. A confirmation that your template has been deleted will show. |
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Option 2: a. Hover your mouse over the right side of the template name until three dots appear. Click the dots, and then select the "Edit" option. |
b. On the Edit Import Template page, click the three dots and select the "Delete" option. |
c. Click the "Delete" button in the pop-up. A message will confirm the template has been successfully deleted. |
ℹ️ NOTE: Import template deletions are permanent and cannot be undone.
Create an Import Using an Import Template
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1. Launch Coefficient and click “Import from…” |
2. Select “Salesforce” from the list. |
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3. Select the Import template you wish to use. |
4. Modify the template by adding fields, filters, sorting options, and any other necessary adjustments. Once you're finished, click "Import." |
5. Congratulations on creating an import from a Template! 🎉
FAQs for Import Templates
Why isn't an import template created automatically for me?
When creating an import template, we first verify if one with the same inputs already exists. If a matching template is found, we avoid creating a duplicate and instead bring the existing template to the top of your list for quick access.
What happens to existing imports if an Import Template is modified or deleted by the owner?
Existing imports created with the template will remain unaffected when the template is modified or deleted. Any changes made to the template will only apply to future imports using that template.
Why can't I see the option to share my templates?
Template sharing is only available for accounts registered with business domains (e.g., company email addresses). If you're using a generic email provider like Gmail or Yahoo, the sharing option won't be accessible.
What happens if the creator unshares an Import Template?
If the creator of an import template decides to unshare it, the template will no longer appear in the "Shared Templates" section for users within the domain to access or modify. However, any existing imports created using the template will remain unaffected.
The team member who created all our Import Templates has left the company. Can ownership be transferred to another active team member?
YES! We can help you with this. When transferring import ownership after a team member leaves (Transferring Imports), we’re happy to help with this request. Please get in touch with the Support team at support@coefficient.io and inform them that you need Import Templates transferred to a new user. Be sure to provide the email address of the current owner and the new owner's email so that the request can be completed.