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Find your Tallyfy IDs

How to find your Organization, Template, and Process IDs

Everything in Tallyfy has a unique ID number. Sometimes, you might need these IDs, for example, when contacting Tallyfy support or when setting up certain integrations like importing templates.

Here’s how to find the main IDs:

  1. Organization ID

    • Go to Settings > Organization.
    • Your Organization ID is displayed there. Organization ID shown in Settings
  2. Template ID

    • Open the template in Edit mode.
    • Click the Settings (or Config) button in the top toolbar.
    • Go to the Export tab (or sometimes called Tools).
    • The Template ID is displayed there, along with the Org ID.
  3. Process ID

    • Open a specific running process.
    • Look at the web address (URL) in your browser’s address bar.
    • The URL will look something like https://go.tallyfy.com/[ORG_ID]/processes/[PROCESS_ID].
    • The part after /processes/ is the unique ID for that specific run of the process.

Pro > Miscellaneous

The comprehensive guide outlines essential Tallyfy features including support resources browser compatibility system functionalities and organizational tools while providing navigation options for accessing documentation and legal information.

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.