Import Templates

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Import Templates are a convenient way to create imports without having to start 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 new 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. 📚

Saving an Existing Import as a Template

Edit/Delete an Import Template

Edit

Delete

Create an import using an Import Template

FAQs for Import Templates

Saving an Existing Import as a Template

(Example: "All Opportunities" - Salesforce Import)

1. Launch the Coefficient sidebar and locate the import you want to save as a template.

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2. Hover over the name of import and click on the 3-vertical dots, then select “Save as Template..”

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ℹ️ NOTE: A template can also be created, from the import edit screen. Just click on the 3-vertical dots found in the top right corner and select “Save as Template..”

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3. Click “Change icon” to designate an icon for the template. PRO TIP: The Name of the Template should be UNIQUE. A description is also recommended to help give context to the team.

ℹ️ NOTE: The "Share with your team" option is enabled by default. If you do not wish to share the template with your team, toggle it off.

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Select an icon for your Import Templates:

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4. After you customize your template by adding fields, filters, sorts, etc., then “Save as Template”.

A banner will confirm the changes were saved to your library.

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5. Your new Template will appear in the list.

ℹ️ NOTE: You will also see additional templates (”Quick start templates”) that were created and shared by the Coefficient team. Feel free to check them out and use them as inspiration or starting points.

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Edit/Delete an Import Template

Edit

(Example: "All Opportunities" - Salesforce Import)

1. Launch Coefficient and click “Import from…”

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2. Under “Import Templates”, click the “Show more” link.

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3. Scroll down the list to locate the name of the import template you would like to use. Click the 3-vertical dots and hit “Edit”.

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4. Customize your template by adding fields, filters, sorts, etc., then “Save” when done.

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5. Confirmation that the template was updated will show on your screen as well as a link to “View saved templates”.

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ℹ️ NOTE: Only the owner/creator of the import template can edit/delete it. Any existing imports created using your template will not be affected by these actions. Once an import template is deleted - it cannot be undone.

Delete

1. Launch Coefficient and click “Import from…”

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2. Under the “Import Templates” section, click the “Show more” link.

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3. Scroll down the list to locate the name of the import template you would like to use. Click the 3-vertical dots and hit “Delete”.

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4. A prompt will appear asking you to confirm this delete action.

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Create an Import using an Import Template

(Example: "All Opportunities" - Salesforce Import)

1. Launch Coefficient and click “Import from…”

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2. Under the “Import Templates” section, click the template you would like to use or click “Show More” for an expanded list to choose from.

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3. You can search for the template by name, or use one of the templates provided and shared by the Coefficient team (”Quick start templates”)

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4. Information about the template will appear at the top of the sidebar; Name, Description, and Owner.
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5. Customize your template by adding fields, filters, sorts, etc., and then “Import” when done.

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6. Congratulations on Creating an import from a Template! 🎉Screenshot 2023-06-29 at 8.38.20 PM.png

FAQs for Import Templates

What happens to the existing imports when an Import Template is modified/deleted by the owner?

Any existing imports created using an import template will not be affected when the template is changed or deleted. Changes made to the template will only apply to future imports using that template.

What happens if the creator of the Import Template un-shares it?

If the creator of an import template decides to stop sharing it, the template will no longer appear in the "Import Templates" section for users within the domain to use and build upon. However, any existing imports created using the template will remain unchanged.

How can I tell if other members of my team are using import templates?

As the creator/owner of an import template, it is important to note which templates are being used by the team (especially if there are templates that are used more frequently).

When you hover over the informational icon (ℹ️), a dialog box will appear showing key insights about that template (Created Date and Number of Imports using this template). If you are the creator/owner, the Description will also be displayed.

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The team member who created all our Import Templates has left the company. Is there a way to transfer the ownership to another (active) member of the team?

YES! We are happy to help in this scenario. Similar to how we need to transfer import ownership when a team member leaves (Transferring Imports), we are more than happy to help with this request. Please contact the Support team (support@coefficient.io) and let us know that you have Import Templates that need to be transferred over to a new user. (We will need to know the email of the current owner and the email of the new owner to complete this request).

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