Using Setup Wizard

1. Add the Template to a Project

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

2. Project Page

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

3. Access the Get Started Page

You will now be taken to the Get Started page.

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.

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.

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.

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).

8. Finish the Setup

After configuring the schedule, click Finish.

Your template is now successfully configured and ready to run.