Import a template

Import options for templates

Tallyfy offers multiple ways to import templates into your account, making it easy to share processes and convert documents from different formats in minutes.

These import options work with various source formats and organizational needs, helping you migrate templates and standardize workflows across teams.

This flexibility lets you use existing documentation while moving to Tallyfy’s digital workflow platform.

Who can import templates?

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

AI document conversion

Tallyfy AI automatically converts existing procedure documents (including SOPs) into fully functional Tallyfy templates.

The AI analyzes document structure and content to create optimized workflow templates that keep essential information while improving digital usability:

• 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 focuses on 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.

AI flowchart conversion

Tallyfy AI can also convert flowchart images into Tallyfy templates, transforming visual process diagrams into executable workflows:

• 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’ll 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.

Copying templates between accounts

You can copy a template from one Tallyfy organization (account) to another for sharing or migration purposes. You’ll need the ID numbers for the original organization and the template to complete this process.

What you need for copying templates

• Access to log into both Tallyfy accounts (the source and the destination) with appropriate credentials
• Administrator permission in the account you’re importing into for security and access control

Step 1: Get IDs from 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 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 for copying templates

• Consultants moving templates to a client’s account for project delivery
• Sharing standard processes between different departments or company branches for consistency
• Copying templates between a test account and a live production account for safe deployment

API import and export

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

• Export templates as JSON files (for backup or migration purposes)
• Import templates from JSON files for bulk operations
• Build scripts to automate template creation or management for efficiency

This programmatic approach helps with advanced template management for enterprise needs.

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

Best practices for Word imports

If you copy/paste from Microsoft Word or use the AI document import for Word files, keep these considerations in mind:

• Purpose: Tallyfy templates are designed for online use, not perfect print replicas, optimizing for digital workflow execution
• Formatting: Tallyfy intentionally removes most Word formatting when you paste or import to maintain consistency - use Tallyfy’s formatting tools after importing for proper styling
• Structure: Use Tallyfy’s Headings (H1, H2, H3) to structure content and automatically create a table of contents for navigation
• Branding: Tallyfy applies your company’s branding automatically - you don’t format each document manually, ensuring consistency
• Images: Images copied from Word might need resizing in Tallyfy for optimal display
• Versions: Tallyfy maintains one main version with a history log, unlike Word where you might have many separate files

These differences reflect Tallyfy’s focus on collaborative, digital workflow execution rather than static document management.

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 > How to create templates in Tallyfy

Tallyfy templates serve as reusable workflow foundations that standardize processes across organizations with three creation methods including building from scratch using AI assistance or uploading existing documents while offering exact import capabilities for compliance requirements.

How To > How to merge two process templates into one

Tallyfy users can merge two existing procedure templates by exporting them as documents using AI tools to combine the content and then importing the merged result back into Tallyfy as a new template.

Tutorials > Create your first template

Tallyfy enables users to create workflow templates through AI assistance by clicking Create selecting Create Template choosing Tallyfy AI entering process details and reviewing generated steps before finalizing the reusable blueprint for consistent business process execution.

Templates > Sample templates

Tallyfy provides professionally designed sample templates across marketing HR product management finance sales IT and onboarding categories that can be quickly imported customized and organized to accelerate workflow implementation while following industry best practices.