Supabind

Template Manager

Manage and execute your saved analysis templates. Run a template against new files, review what each one does, or clean up templates you no longer need.

Quick Navigation

• Upload a Template• Run a Template• View and Edit a Template• Duplicate or Download a Template• Search and Sort Templates• Delete a Template

Overview

Every time you save a transformation, sync, or query as a template, it shows up in Template Manager. Each entry lists the file it was built on, how many queries it contains, how many times it's been run, and when it was last used. From here you can run a template against a new file, inspect or edit its steps, duplicate it as a starting point, or remove templates you no longer need.

Upload a Template

Bring in a template file that was exported from another workspace or shared by a teammate.

Template Manager

Manage and execute your saved analysis templates

Upload
Uploaded templates appear in the list below alongside the ones you've saved directly from a transformation.

Steps

  1. Click Upload in the top-right corner of Template Manager.
  2. Choose the template file from your computer.
  3. Confirm the upload. The template appears at the top of your list once it finishes processing.

Run a Template

Running a template re-applies its saved queries and steps, usually against a newer version of the same file.

Product_data

1 file1 queries2 runsLast: 11/06/2026

Run

Steps

  1. Find the template you want in the Templates list.
  2. Click Run on that row.
  3. Select the file to run the template against, if prompted.
  4. Review the result once it completes-the run count and last run date update automatically.

Templates auto-saved from Odoo Sync-like the ones named Odoo Sync - filename_date-work the same way as manually saved templates and can be run again at any time.

View and Edit a Template

Check exactly what a template does before running it, or make changes to its queries.

Steps

  1. Click the view icon on a template row to see its saved queries and source file.
  2. Click the edit icon to rename the template or adjust its saved queries.
  3. Save your changes to update the template in place.

Duplicate or Download a Template

Duplicate a template to use it as a starting point for a similar one, or download it to share with a teammate or back it up outside the platform.

Steps

  1. Click the duplicate icon to create a copy of a template with its own run history reset to zero.
  2. Click the download icon to save the template file to your computer.
  3. Rename the duplicate from the list if you want to tell it apart from the original.

Search and Sort Templates

With several saved templates, use search and sorting to find the one you need quickly.

Search...
updated at

Steps

  1. Type a template name in the Search field to filter the list instantly.
  2. Click the sort control to change ordering, such as by updated at.
  3. Use the filter icon next to sort to narrow results further, if available.

Give templates a clear, descriptive name when you save them-auto-saved names like Odoo Sync - west_region_2026-06-02_17-24-13 are easy to search but harder to recognize at a glance.

Delete a Template

Remove templates you no longer use to keep your list tidy.

Steps

  1. Click the delete icon on the template you want to remove.
  2. Confirm the deletion when prompted.
  3. The template is removed from the list immediately. This doesn't affect files or tables it was previously run against.

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Need More Help?

If you need help running a template, editing its saved queries, or cleaning up your template list, our support team is here to help.

Contact Support