# Using Setup Wizard

**1. Add the Template to a Project**

Click **Add to Project**, enter a suitable **Project Name**, and then click **Next**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/jrCwGVsxTW4JiZDHdTNw/Unknown%20image)

**2. Project Page**

You will be directed to the project page as shown below. Click **Setup** to begin the configuration.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/n1SngdT209DelShsH5Kh/Unknown%20image)

**3. Access the Get Started Page**

You will now be taken to the **Get Started** page.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/sEApBZpOi9sVPtRWOgE3/Unknown%20image)

**4. Connect the Applications**

Click **Next** to proceed to the **Connect** page.

On this page, you can connect the applications required for the selected template.

* If the applications are **already connected**, simply **test the connection** and click **Next** to continue.
* If the applications are **not connected** (for example, **Salesforce** and **Xero** in this case), enter the required credentials, authenticate, and establish the connection.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/fRxGjtYofSi5yMCA9NHa/Unknown%20image)

**5. Review the Setup Configuration**

In the next step, you will see the **Setup** screen where relevant fields from both applications are preconfigured based on the template.

You can:

* Keep the existing configuration, or 
* Modify the mappings as needed.

Once done, click **Next**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/j1JX08GN1h5HIMMu0ZPM/Unknown%20image)

**6. Run or Schedule the Template**

Your template is now ready to run.

You can either:

* Click **Run Now** to execute the template immediately, or
* Click **Next** to schedule the run.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/AH41RihNyKd3nvf39gf7/Unknown%20image)

**7. Schedule the Template** (Optional)

In the **Schedule** section, you can define:

* **Start Date**
* **Start Time**
* **Run Frequency (Repeat)**

You also have the option to run the template at regular intervals (for example, every 10 minutes, as shown in the screenshot below).

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/th0v7WhTnuvlEuBj7JkL/Unknown%20image)

**8. Finish the Setup**

After configuring the schedule, click **Finish**.

Your template is now successfully configured and ready to run.