# Using Setup Wizard

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

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

![](/files/19c2f6d12075ea8a3425b6282f4da9add4f834aa)

**2. Project Page**

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

![](/files/b60c15fce4e65e17645113c220027e50d1032afc)

**3. Access the Get Started Page**

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

![](/files/ae3ecb97d94e304de6b0e305f760a3791bdb1b5a)

**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.

![](/files/dc726eeb50a18918c0e4e4847738f0b479ed5f14)

**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**.

![](/files/5d954b07e5b307d5aed19d6d08296745f6e3d616)

**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.

![](/files/a21ae9d041c6f2e872f19d3a884f012d744b9476)

**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).

![](/files/260b093644a6e6ba90192fe910d4a84366feb540)

**8. Finish the Setup**

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

Your template is now successfully configured and ready to run.


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