ACCESS > How do I import a blueprint?

Trying to import a blueprint from one organization to another? Maybe you have two separate businesses and have a similar process to map out. Or maybe another organization you know has shared its handy blueprint with you! At Tallyfy, we're proud to handle blueprint imports seamlessly.

Before you get started, make sure you have the information below ready. Both IDs should be of the blueprint you are importing. 

Source Organization ID

Blueprint ID

Find them by following these instructions.

Now, let's get started!

Click 'Settings' to access 'Integrations' > 'Import and Export'

Enter the Organization ID and Blueprint ID. Take care to enter them correctly or you will be directed to an error page.

And that's it! Your desired blueprint will be imported into your library. You can find it under the title IMPORT - [BLUEPRINT NAME].

Please note: When you import a blueprint, each step will be cleared of Assignees and set to default tasks. Tags, step webhooks, and blueprint webhooks will not transfer either. 

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