Integration Hub


 

Add a Template

Who can use this feature?

Organization Owners / Group Owners

 

Overview

This article will show you how to create a template in the Integration Hub.

Instructions

  1. Navigate to the Templates tab
    Templates.png

  2. Select the + New Template button
    Add_New_Template.png

  3. Upload a csv, ics, or json file in Click or drag to add file...
    Add_a_File.png

  4. Create a Template Name
    Template_Name.png
    • Note: You must create a unique template name that includes letters, numbers, spaces, -, or _. The name must start and end with a letter or number.

  5. Select a content type from the HCMS Content Type dropdown.
    HCMS_Content_Type.png
    • Note: Content types pull from the HCMS, learn how to add a new content type
    • Note: Fields for the selected content type will populate automatically after a content type has been selected.

  6. Select a Permission Set
    Permission_Set.png
    • Note: Permission Sets populate from the associated HCMS app. A Permission Set is required before saving the template. 

  7. Map fields from the uploaded file (displayed on the left of the screen) to the selected Content Type Fields (displayed on the right of the screen). This can be done in two ways by:
    • Dragging and dropping the field on the left into a content type field on the right
      Source_Fields.png

    • Selecting the field from the uploaded file in the drop-down for the selected Content Type field.
      Select_Fields_in_Drop_Down.png

    • Note: To see an example for the uploaded file field, just hover over the icon to the left of the chip.
      File_Field_Example.png

    • Note: Fields from the uploaded file can only be mapped once and content type fields can only contain one field from the uploaded file.
    • Note: The standard Permission Sets, Categories, and Tags fields cannot currently be mapped to fields from the uploaded file and will be the same for all content items imported with this template (i.e. all content will be created with the Permission Set as defined in the template).

  8. Select relevant Categories
    Categories.png
    • Note: Categories populate from the associated HCMS app like Permission Sets but this field is not required for creating a template.

  9. Type out and add Tags
    Add_Tags.png

  10. Scroll up and select Save Template
    Save_Template.png



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