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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.

Miscellaneous > Universal search

The universal search functionality in Tallyfy enables users to find templates processes tasks and snippets by searching through titles descriptions tags notes comments and content across the platform.

Tutorials > Navigate Tallyfy

The Tallyfy platform features a left sidebar menu universal search bar and top-right icons for efficient navigation through its workflow management interface and administrative functions.

Templates > Sample templates

Tallyfy’s sample templates provide pre-made workflow examples across various business categories that users can access through the public library or their account and customize according to specific organizational needs.
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