> For the complete documentation index, see [llms.txt](https://docs.mydbsync.com/cloud-workflow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mydbsync.com/cloud-workflow/2026_dbsync-platform/templates.md).

# Templates

## Introduction

DBSync Cloud Workflow allows you to publish any task as a template for repetitive use. These templates can be published as private or public templates. The templates that you publish in DBSync Cloud Workflow are stored in a central repository that you can access from the DBSync Cloud Workflow platform. By leveraging these customized templates, you can quickly implement custom integration scenarios without the need to develop a mainstream integration technique. This enables you to set up automated workflows as per your requirements and needs.

### Access Templates

1. To access Templates, click ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABcAAAARCAYAAAA2cze9AAABHklEQVR4AeySu0oDQRSGf2anXJZcLM0LxFZ9A8VSsRERDXkBERtFRCF4QRAREaxE8dqIlpI8QZI2eYGkzWWXbLGwC5vdamZgYDgkZQ588DPMfBzOHBZLFYZh3Gq343qjSaLT6UoWERmk8n0f75/feH55JfFfrUkWERU55xxz+TyymQyJXC4rjFJS5LZt4/BgH1cXFRKbG+uSUkRFLo6nkxR5OvPbu3scn5yS+Pn903ajyKMoQq/fx9B1SQwGQ7M8nfnO9hbKpT0Sa6srZnm6LQvFIpaXFkkUCvNmebL+GCW77iZjoRAEgVnueR4ur29wlHwohbePL7OcMQbOLVDLsvRvlG1xHAeV8zM8PT6QKJd2tf0ocu2NCQ5ncu3wxgAAAP//IzyoMwAAAAZJREFUAwDuuTzWVg6W5AAAAABJRU5ErkJggg==) from the top panel. This opens the left menu panel.
2. Click <img src="/files/q65xPVW4CYwi20HqRhhm" alt="" data-size="line"> **Templates** to see a list of templates and versions.

<figure><img src="/files/31oRi6fPa6UdrUoUmsBy" alt=""><figcaption></figcaption></figure>

You will see the entire list of templates and versions.

## Upload a Template

1. Create an[ Automated Task](https://docs.mydbsync.com/cloud-workflow/ipaas/functional-concepts/task) in your Project and download it.
2. In the **Flow** builder page of the Automated task, click **Settings** → **Upload As Template** to create the customized task as a template.

   <figure><img src="/files/OqcrbYEzqGQoTQySBI7o" alt=""><figcaption></figcaption></figure>
3. Specify the **Template Name** and the **Version Number**, and click **Submit**.

   <figure><img src="/files/yQnoKUDoPdPlAPu0E2EW" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**NOTE:** Select the **Save credentials** checkbox to save the credentials of the connectors which are used in the specific template.
{% endhint %}

You will be directed to the **Templates** page to verify the specifics of your newly created template.

<figure><img src="/files/hALjMsfUukpNrK2hhdaA" alt=""><figcaption></figcaption></figure>

4. Expand a template to view:

* **Version Number**: Displays all the versions of the template.
* **Listing Status**: Displays the status of each version of the template whether it is available as Publish for marketplace or Publish to Internal Template Library.
* **Owner**: Displays the name of the user who created the template.
* **Created On**: Displays the date the template version was created.
* **Action**: You can Download the template or Request a Review.

| <p>NOTE</p><p>Each template will have a version number and can be viewed by expanding the template name row. Each version can be sent to the marketplace or published as an internal template, or shared with others.</p> |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

## Publish a Template

You can perform the following actions for each version of the template:

* **Publish for Marketplace**: Publish the template to the marketplace/global template library, where the template can be accessed by any DBSync Cloud Workflow platform user across organizations.

{% hint style="info" %}
To publish your template to the Marketplace, the template needs to be run through the Template Review process.  These will be reviewed by DBSync Admins before publishing.
{% endhint %}

* **Publish to Internal Template Library**: Publish the template within the organization with other team members.
* **Activate/Deactivate a Template**: Publish/unpublish the template from the marketplace.
* **Request Review**: Submit the template for a review process in which the created template will be reviewed by DBSync App Center Admins.
* **Cancel Request Review**: Click the dropdown action - Cancel Request to cancel the review request raised earlier.
* **Share template**: Share the template with another user by entering the email address of the recipient. You can also share the template via a link.
* **Download Template**: Download any version of the task by clicking the download icon. The template version will be downloaded as a zip file to your local system.
* **Reuse Templates**: Import any particular version of the template to an existing or to a new project by clicking the <img src="data:image/jpeg;base64,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" alt="" data-size="line"> icon in the Action column.
* **User permissions for Publishing a Template**: Publish for Marketplace and Publish as Internal template features are permission-based. This means, you can perform these two actions only if the DBSync AppCenter admin has given you these two permissions.