A template will automatically be created if you have selected the Create Template for this Data Feed tick box at the point of creating the data feed.
However, if you wish to manually create a template follow the instructions below:
From either the One-Off Data Feeds form or the Scheduled Data Feeds form, search for the relevant data feed that you wish to create a template from.
Click the dropdown arrow on the More button.
Click the Create Template option.
Click Yes.
Enter a new template name and click OK.
⚠️ Important: Please make sure not to use any special characters when naming the new template.
The new template record will appear on the Templates form.
📌 Note: If a field is not available for mapping, it is typically because it is a derived or calculated field and as a result, it cannot be mapped directly. For example, Full Name is derived from fields such as Title, First Name, and Key Name.