Template Import and Export

Templates are exported and imported for convenient exchange between several CRM systems. Thereby not only the Office Templates itself but also the associated Data Sources, Office Engines and Office Entities are exported or imported respectively. All data is packed in one ZIP formatted file.

Import Templates

1. Within the CRM Settings area click on Office Templates and select Import from the menu.

   Import Office Template

   
   

2. Select Import file and choose the file you wish to import. The selected file will not be shown directly, you first have to choose open and then the file will be shown in the table bellow.

   Open Imported Template

   
   

3. The last step is selecting the file and clicking on Import.

   Overwrite

   You can also overwrite existing files by selecting Import and Overwrite

Export Templates

1. Within the CRM Settings area click on Office Templates and select one or more templates. Then choose Export from the menu.

   Export Office Template

   
   

2. The download will start automatically if you select Export. All selected Templates will download in a single Zip file.

   select multiple items

   In Microsoft CRM you can select multiple items by pressing the STRG-Button while clicking on them.