Find your Tallyfy IDs

How can I find my Tallyfy IDs?

Every element within Tallyfy possesses a unique identification number that serves various administrative and technical purposes across the platform.

These unique IDs prove essential when contacting Tallyfy support for assistance, configuring specific integrations including template imports, or performing advanced workflow management tasks requiring precise system identification.

Where can I locate the main Tallyfy IDs?

How do I find my Organization ID?

• Navigate to Settings > Organization.
• Your Organization ID is clearly displayed in this section.

How do I find a Template ID?

• Open the desired template in Edit mode.
• Click the Settings (or Config) button in the top toolbar.
• Navigate to the Export tab (sometimes labeled Tools).
• The Template ID is displayed in this section, along with the Organization ID.

How do I find a Process ID?

• Open a specific running process.
• Examine the web address (URL) in your browser’s address bar.
• The URL follows this format: https://go.tallyfy.com/[ORG_ID]/processes/[PROCESS_ID].
• The segment after /processes/ represents the unique ID for that specific process instance.

Related articles

Support > Provide context to support

When contacting Tallyfy support you should provide the complete URL from your browser’s address bar and your Organization ID found in Settings to help them quickly locate and resolve your specific issue.

Pro > Miscellaneous

Tallyfy provides comprehensive additional features and resources including company information browser compatibility details system features like file storage and search support documentation legal information and supplementary tools that enhance workflow management capabilities beyond core functionality.

Tutorials > Navigate Tallyfy

The Tallyfy platform interface features a left sidebar menu for primary navigation with options to create workflows access tasks and templates manage team members and adjust settings plus a universal search bar and top bar icons for language selection and notifications.

Tutorials > Key features

Tallyfy offers comprehensive workflow management features including real-time status tracking intelligent automation through conditional logic external guest collaboration and advanced process optimization that transform static documentation into dynamic trackable workflows for operational excellence.