Print or export templates

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How to output templates from Tallyfy

You can get templates out of Tallyfy three ways - print on paper, save as PDF, or export raw data through the API¹.

Prerequisites

• Read permission on the template
• A printer (for physical copies)
• Technical or developer help (for API export)

Print a template

Click More in the template toolbar, then choose Print. Tallyfy automatically switches to read mode before opening your browser’s print dialog.

1. Go to the Templates section in the library
2. Click the View icon for the template you want
3. Click More in the top toolbar, then choose Print
4. Select your printer under Destination and adjust paper size or margins if needed
5. Click Print

Can’t see the print option?

You need read permission on the template. If you have permission but still don’t see it, switch the toggle at the top from edit mode to “View” or “Read” mode.

Save as PDF

The PDF option uses the same print flow - you just change the destination.

1. Open the template and click More > Print in the top toolbar
2. Change the Destination to Save as PDF (or “Microsoft Print to PDF”)
3. Adjust paper size or margins if needed
4. Click Save, choose a location, name the file, and click Save again

API export for technical users

The API lets you pull template data programmatically as JSON² - useful for backups or moving many templates at once.

Template sharing between organizations

Direct template sharing between different Tallyfy organizations isn’t currently available. To share templates with other organizations, export via API and have them recreate the template manually.

What API export gives you

• Your full template structure and settings as a JSON file
• Reliable backups you can restore from
• The ability to automate bulk operations - back up hundreds of templates on a schedule

How to set it up

1. Go to the API Support GitHub repository ↗
2. Download the Python script for exporting templates (“blueprints”)
3. Configure the script with your Tallyfy API key and secret
4. Run the script (requires Python) - it downloads template data as JSON files

Choosing the right method

Method	Best for	Format	You’ll need
Print	Paper copies for meetings, offline use	Paper	Printer access
Save as PDF	Sharing digitally, documentation	PDF file	PDF viewer
API Export	Backups, bulk moves, automation	JSON file	Coding skills

Sharing with non-technical people? Use PDF. Doing anything programmatic? Use the API.

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Footnotes

1. API term ‘blueprints’ refers to templates in JSON format with all configuration data preserved ↩

2. JavaScript Object Notation - a structured text format that preserves all template relationships and settings ↩

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