Import a template

Options for importing templates

Tallyfy gives you several ways to bring templates into your account, making it easy to share processes or convert existing documents.

Who can import templates?

Only “Standard” members (if allowed by an Admin) or “Administrator” members can import templates. “Light” members cannot.

Let AI convert your documents (Word, PDF)

Tallyfy AI can automatically turn your existing procedure documents (like SOPs) into usable Tallyfy templates:

• Upload your file (Word, PDF, etc.).
• The AI reads the document.
• Choose the output type:
  • Document: Creates a simple Tallyfy document, cleaning up the formatting.
  • Procedure: Tries to create a step-by-step Tallyfy process template.
• Review the template Tallyfy creates and make any needed changes.

Non-exact Import (Default)

This AI conversion is non-exact. The AI analyzes the document and may modify content, formatting, or structure to create an optimized Tallyfy template. It prioritizes creating a functional Tallyfy process over making an exact replica of your source file.

For situations requiring a verbatim copy of your source document (e.g., for compliance), see the Exact import via AI (Manual HTML conversion) method described in the Create a template article.

Let AI convert your flowcharts

Tallyfy AI can also try to turn flowchart images into Tallyfy templates:

• Upload a clear picture of the flowchart (PNG, JPG) or a PDF.
• The AI looks at the shapes and text.
• Choose the output type:
  • Document: Creates a simplified Tallyfy document.
  • Procedure: Turns the flowchart shapes into steps in a Tallyfy template.
• Review the result and make changes as needed.

Manual setup needed for rules

The AI mainly converts the shapes into steps. You will need to manually set up any rules (like conditional logic or automations) after importing.

Get better results

Use clear, high-resolution flowchart images. Easy-to-read text and clear shapes help the AI understand the steps correctly.

Copy Templates between Tallyfy accounts

You can copy a template from one Tallyfy organization (account) to another. You’ll need the ID numbers for the original organization and the template.

What you need

• Access to log into both Tallyfy accounts (the source and the destination).
• Administrator permission in the account you are importing into.

Step 1: Get IDs from the source account

1. In the source account, open the template you want to copy.
2. Click Settings > Export.
3. Copy down the Organization ID and Template ID shown.

Step 2: Import into the destination account

1. Log into the destination account (where you want the copy).
2. Go to Settings > Integrations > Import and Export.
3. Enter the Organization ID and Template ID you copied from the source account.
4. Click Import.
5. Check the imported template to make sure it looks right.

Common reasons to copy templates

• Consultants moving templates to a client’s account.
• Sharing standard processes between different departments or company branches.
• Copying templates between a test account and a live production account.

Import and export using the API (Advanced)

For developers or large-scale tasks, you can manage templates using code via the Tallyfy API:

• Export templates as JSON files (for backup or moving).
• Import templates from JSON files.
• Build scripts to automate template creation or management.

See our GitHub repository ↗ for code examples and technical details.

Tips when importing from Word documents

If you copy/paste from Microsoft Word or use the AI document import for Word files, remember:

• Purpose: Tallyfy templates are mainly for online use, not perfect print replicas.
• Formatting: Tallyfy intentionally removes most Word formatting when you paste or import. This keeps things consistent. Use Tallyfy’s formatting tools after importing.
• Structure: Use Tallyfy’s Headings (H1, H2, H3) to structure content and automatically create a table of contents.
• Branding: Tallyfy applies your company’s branding automatically; you don’t format each document manually.
• Images: Images copied from Word might need resizing in Tallyfy.
• Versions: Tallyfy keeps one main version with a history log, unlike Word where you might have many separate files.

Best practice

Focus on getting the text content from Word into Tallyfy first. Then use Tallyfy’s features to format and structure it.

Related articles

Templates > Create a template

Tallyfy offers multiple ways to create reusable process templates including starting from scratch using AI assistance or uploading existing documents while enabling exact imports through manual HTML conversion for compliance needs.

How To > How to merge two process templates into one

A manual workaround to merge two Tallyfy templates by exporting them as documents using AI tools to combine the content and reimporting the merged result as a new template.

Documenting > Templates

Tallyfy templates serve as reusable blueprints for standardizing business processes and documents to ensure consistent work execution while reducing errors and enabling efficient scaling across organizations.

Templates > Sample templates

Tallyfy’s sample templates library offers ready-made workflow examples across multiple business categories that users can import and customize based on their specific organizational needs.