How to Create a Task from Templates?

Created by Maja Bradonjic, Modified on Tue, 25 Apr 2023 at 11:13 AM by Ivana B

This help file will provide instructions on how to create a task using a template. To begin, we have included a brief video tutorial for your reference.


Step 1.

Click on the small arrow where it says "Create A Task" on your dashboard and then click on "Create from Template" 


Step 2.


Search the template by name that we already created for specific integration (for this tutorial we will be using WooCommerce to Google Sheets)


Step 3.


Now we choose our integrations, If you already have integrations integrated, you can choose them from the dropdown menu, If not we can create New ones by clicking on the "Add New" Button.


Important note: The entities are already PRESET as well as the Mapping and default settings for the specific task. 

The limitations of mapping templates for CSV files include the inability to use custom fields and the inability to save configurations for task source or destination, depending on whether the CSV file is the source or destination.


To check the list of the tools and features we support, please click here.


If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)


If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.

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