Create Your Own Template

This article explains how to save a table as a reusable template and share it with your team.

What templates are

A template is a saved column structure. It stores the column types, action configurations, and output mappings from a table, without storing any row data. Load a template on a new or existing table to replicate a workflow instantly.

Templates save time when you build the same type of enrichment workflow repeatedly (like email finding or LinkedIn enrichment for new lead lists).

Create a template from an existing table

1. Open the table with the column setup you want to save.
2. Click Templates in the top toolbar.
3. Click Save as template.
4. Enter a name for the template.
5. Enter an optional description. A good description helps your team understand when to use this template.
6. Click Save.

The template is now available in your workspace's template library.

Create a template from scratch

1. Click Templates in the left sidebar.
2. Click New template.
3. Add columns using the column builder.
4. Configure each column as you would in a regular table.
5. Click Save template.

Templates created from scratch are blank. They contain no rows.

Set which columns are included

When saving a template, TexAu includes all columns in the table by default. If you want to exclude a column:

1. Before saving, click Customize template.
2. Uncheck the columns you want to exclude.
3. Click Save.

Input columns (e.g., a LinkedIn URL column) are typically included. Enrichment output columns are included when you want to preserve the configuration. Remove intermediate or helper columns that are not useful in a fresh table.

Share a template with your team

Templates are available to all members of your workspace by default. No extra steps are needed to share.

If you want to restrict a template to specific members, contact support. Workspace-level template access controls are available on certain plans.

Load a template on a new table

1. Create a new table.
2. Click Load template at the top of the empty table.
3. Browse or search for the template.
4. Click Apply.

The column structure from the template appears in the table. Paste or import your row data, then run enrichment.

Edit a template

1. Click Templates in the left sidebar or in the top toolbar.
2. Find the template and click Edit.
3. Make changes to the column configuration.
4. Click Save changes.

Editing a template does not change tables that already used it. Tables use a copy of the template configuration at the time they applied it.

Delete a template

1. Click Templates in the left sidebar.
2. Find the template and click Delete.
3. Confirm the deletion.

Deleting a template does not affect tables that already applied it.

Troubleshooting

The Save as template option is not visible in the toolbar. This feature is available on specific plans. Check Settings > Billing to confirm.

The template I saved does not show up in the list. Refresh the page. If the template was just saved, it may take a few seconds to appear.

Loading a template overwrites my existing columns. Loading a template adds columns to the table. It does not delete existing columns. If your table had columns before loading the template, you will have both your original columns and the template's columns. Delete any duplicates manually.

A column in the template fails after loading because the integration is not connected. The template stores the integration name but not the credentials. Connect the required integration under Settings > Integrations, then run enrichment again.