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Template Manager

Step 1: Create a template​

  1. Go to Import setup
  2. Configure source, board, fields, and mapping
  3. Enter a Template name
  4. Click Save template

Step 2: Open Template Manager​

  1. Click Template manager
  2. Review your saved templates in the table with status and actions

Step 3: Run a template load​

  1. In the template row, click Run import
  2. The logs section opens below the table
  3. Track progress until completion

Step 4: Stop a running load​

  1. If a template load is running, click Stop
  2. The job is canceled and status updates after refresh

Step 5: Edit a template​

  1. Click More actions on a row
  2. Select Edit template
  3. The template editor opens below the table
  4. Update settings and click Save template
  5. Use Cancel to close without saving

Step 6: Edit schedule (if enabled)​

  1. Click Set schedule / schedule action
  2. Update frequency/time settings
  3. Save schedule changes

Saving a schedule does not run a load.

Scheduling is ideal when you want repeat loads without manual reruns.

Step 7: Delete a template​

  1. Click More actions
  2. Select Delete template
  3. Confirm deletion

Step 8: Refresh template data​

  1. Click Refresh to load latest statuses and results

Notes for users​

  • If one template load is running, other row actions may be disabled
  • Some connector types may require reconnecting source details when running or editing
  • Saving edits updates the template only; loads run only when you click Run import