ExtendInsights stores saved templates in the Template Repository, allowing you to reuse an existing configuration without rebuilding it each time you work with data.
This article applies to HubSpot, Salesforce, Chargebee, Stripe, and Google Analytics.
NetSuite users: The NetSuite workspace has separate features and workflows. Visit the ExtendInsights for NetSuite Help Center for Analytics, Data Management, SuiteQL, Financial Reporting, and troubleshooting resources.
This article explains how to:
Load an existing template
Update a saved template
Delete a template you no longer need
Important: Before loading a template, create a new workbook or switch to a blank worksheet. Inserting a template replaces the existing contents of the active worksheet.
About the Connector Layouts
HubSpot, Salesforce, Chargebee, and Stripe use the refreshed version 10.8 connector layout. Select Insert Template to add a template to the worksheet. After insertion, Configure collapses, and Actions expands automatically.
The available actions depend on the capabilities of the selected data source and template type.
Google Analytics users: Google Analytics was not included in the version 10.8 connector layout update. Its panel and button locations may look different from the screenshots in this article. You can still load and manage saved templates through the existing Google Analytics interface, but it does not include the Create action.
Access the Template Repository
Open ExtendInsights.
Go to Menu → Templates.
All templates you have created or that have been shared with you appear in the Template Repository.
Load a Template
You can load a template from either the Menu or the Home screen.
Option 1: Load a Template from the Menu
Open ExtendInsights.
Go to Menu → Templates → Other Templates.
Click on the name of the template to load.
The template will appear in the active worksheet.
Continue with the appropriate operation:
For HubSpot, Salesforce, Chargebee, or Stripe, expand Actions and select the operation you want to perform.
For Google Analytics, select the corresponding operation in the existing connector panel.
Option 2: Load a Template from the Home Screen
Open ExtendInsights.
Locate the Templates list on the Home screen.
Select the template you want to load.
The template loads into the active worksheet.
Continue with the appropriate operation:
For HubSpot, Salesforce, Chargebee, or Stripe, expand Actions.
For Google Analytics, select the corresponding operation in the existing connector panel.
Update an Existing Template
Use these steps when you need to change the selected fields, filters, or other available configuration settings in a saved template.
Open ExtendInsights.
Go to Menu → Templates → Other Templates.
Select the template you want to update.
Go to Custom Templates, then click on the template to update.
Expand the Configure section.
Update the template settings, such as the selected fields or other available configuration options.
Click Next.
Then select Insert Template. Choose whether you wish to run the template on the current workbook or a new worksheet.
Make any additional changes as needed, then save the template to preserve your updates.
Check Save as New Template to save a new template copy.
Leave the Save as New Template unchecked to override the template.
Delete a Template
To remove a template from the Template Repository:
Open ExtendInsights.
Go to Menu → Templates → Other Templates.
Select the template you want to update.
Hover over the template you want to remove.
Click the ⋮ (three-dot menu).
Select Delete.
The template is removed from your Template Repository. This action does not delete any data from your connected data source.
Verification
Your template has been managed successfully when:
The selected template loads into the worksheet.
Updated templates reflect your latest configuration.
Deleted templates no longer appear in the Template Repository.
Best Practices
Open a blank worksheet before inserting a template to avoid replacing existing content.
Use descriptive template names that identify the data source and business process.
Create separate templates for different business processes or data sources.
Confirm that you selected the intended connection before running an operation.
Save the template after changing its configuration.
Review any schedules assigned to a template before making significant changes or deleting it.
💬 Need Help?
Search the CloudExtend Help Center for additional guidance.
If you still need assistance:
Use the in-app chat from the bottom-right corner of the Support site.
Include the following information with your request:
The data source you are using
The template name
The connection or account selected
The steps you completed before the issue occurred
Any error messages or screenshots