Import a document via AI
We are currently working on a feature that lets you import your existing SOP or similar document so that a template can be created for you a lot more easily using your document as a foundation.
Copy a Tallyfy template between two organizations
Within Settings on a template, there’s a “Tools” tab which presents these two bits of information:
It shows you your Org ID as well as the Template ID. If you want to copy this template to another organization - you can give them these two values, and they will be able to import it into their own organization.
Sometimes, consultants or third-parties use it to build a template in one organization called OrgA - but then copy over the template to another organization - OrgB.
For the organization planning to import the template, please navigate to Settings > Integrations > Import and Export, and utilize the Org ID and Template ID.
Import and export via API
In terms of importing and exporting templates from Tallyfy - you can export them in JSON via our API to store or archive. There’s open source scripts for this in our GitHub open source repo .
You can also import a template you may have saved, but you need to use our API and format the request to create the template correctly to re-create it.