Template Repository
Any templates saved in ExtendInsights will be stored to the template repository.
Go to Menu> Templates.
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Ensure that you OPEN A NEW WORKBOOK OR ADD A WORKSHEET BEFORE LOADING TEMPLATES, as all content on the active worksheet will be erased.
How to load Templates
From Menu
Step 1: In ExtendInsights, go to Menu> Templates> Other Templates.
Step 2: Choose the template you wish to load. This will load the template to the current worksheet.
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Step 3: Select the connection and choose the action you will perform with the template at hand.
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From Main Screen
Step 1: In ExtendInsights main screen, select from the Template list.
Step 2: Choose the template you wish to load. This will load the template to the current worksheet.
Step 3: Select the connection and choose the action you will perform with the template at hand.
How to Update Existing Template
Step 1: In ExtendInsights, go to Menu> Templates> Other Templates.
Step 2: Select the template you'd like to load into the current worksheet.
| Step 3: Select the Connection. You can establish multiple connections, it can be another Salesforce profile or other data source connection. Learn more here. 
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Step 4: Expand Configure section, this will give the option to adjsut the field settings of the object in the template.
| Step 5: Hit Next and if you see the Proceed button, click on it for new template to be loaded.
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