---
title: "Working with Templates"
canonical: "https://docs.getxporter.app/space/XPORTERCLOUD/427622/Working%20with%20Templates"
format: markdown
---
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## Accessing Templates

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> To access the [Xporter](https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?tab=overview&hosting=cloud) templates, from your Jira Cloud instance, click the *Settings*/gear icon, on the top right corner of the screen (Figure 1 - 1).
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> ![Figure 1 - Access templates](media://33d711f0-c33a-4127-88ac-27da80cc35fa)
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> Select the *Apps* option (Figure 1 - 2).
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> A set of options will appear on the left side of the screen. On the *Xporter* menu, click the *Templates* option (Figure 1 - 3).
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> A list of the available templates will appear (Figure 1 - 4).
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> You can click the gear icon, on the corresponding template, to edit, download, delete, and/or make it the default template (Figure 1 - 5).

## Adding Templates

### Adding an External Template

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> To add a new [Xporter](https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?tab=overview&hosting=cloud) template, from your Jira Cloud instance, click the *Settings*/gear icon, on the top right corner of the screen (Figure 1 - 1).
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> Select the *Apps* option (Figure 1 - 2).
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> A set of options will appear on the left side of the screen. On the *Xporter* menu, click *Templates* option (Figure 1 - 3).
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> A list of the available templates will appear (Figure 2 - 1).
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> ![Figure 2 - Add a template](media://cd1de580-fd56-44d6-abbe-7f8a1567e185)
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> Click the *Add* button (Figure 2 - 2), on the top right side, to add a new template. A modal will open (Figure 3).
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> ![Figure 3 - Modal](media://dce6a904-a74a-46b7-8d64-2af968da19dd)
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> Here, you can:
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> - Add the template name (mandatory field; Figure 3 - 1).
> - Write a description (optional field; Figure 3 - 2).
> - Select the scopes (optional field; Figure 3 - 3).
> - Upload the template file (mandatory field; Figure 3 - 4).
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> In the same modal, scroll down to the *Advanced* options (Figure 4 - 1).
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> ![Figure 4 - Create a template](media://cd122804-da3a-44d7-bc10-f8d9a9ad44f5)
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> Here, you can:
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> - Upload a file (mandatory; Figure 4 - 6).
> - Select the template's output format (mandatory; Figure 4 - 2).
> - Choose the default format (mandatory; Figure 4 - 3).
> - Use the toggle to add the option to include attachments (optional; Figure 4 - 4).
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> Once you're finished, click the *Create* button (Figure 4 - 5).

### Adding a Template from the Store

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> To add an Xporter template from the Template Store, from your Jira Cloud instance, click the *Settings*/gear icon, on the top right corner of the screen (Figure 1 - 1).
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> Select the *Apps* option (Figure 1 - 2).
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> A set of options will appear on the left side of the screen. On the *Xporter* menu, click *Templates* option (Figure 1 - 3).
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> A list of the available templates will appear (Figure 2 - 1).
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> Click the *Store* button (Figure 2 - 3), on the top right side, to add a new template. A modal will open (Figure 5).
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> ![Figure 5 - Template store](media://63b96aef-3ed6-41fc-8eff-e6c66f7ef7b3)
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> Here, you can:
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> - Use the search bar to find templates (Figure 5 - 1).
> - See the list of the templates available (Figure 5 - 2).
> - Filter the search by adding the type of the template (Figure 5 - 3) and sort the search by the template rating (Figure 5 - 4).
> - Install a template by clicking its corresponding *Install* button (Figure 5 - 5).
> - Reinstall a template by clicking its corresponding *Reinstall* button (Figure 5 - 6).

## Templates Properties

[Xporter](https://store.getxporter.app/)[ for Jira Templates](https://store.getxporter.app/) are documents in DOCX (Microsoft Word), XLSX (Microsoft Excel), or ODT (Open Office) formats. T<span style="color: #0d0d0d">hese templates allow you to specify mappings that issue fields, custom fields, and other data such as comments, work logs, attachments, etc., will replace.</span>

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> ℹ️ **Learn More**
> ℹ️ 
> ℹ️ [Templates](https://docs.getxporter.app/space/XPORTERCLOUD/431152)


<details>
<summary>Support/Troubleshooting</summary>

If you have questions or technical issues, please [contact the Support team via the Customer Portal (Jira service management)](https://jira.getxray.app/servicedesk/customer/portal/2/user/login?destination=portal%2F2%2Fcreate%2F28) or [send us a message using the in-app chat](https://docs.getxporter.app/space/XPORTERCLOUD/18251779/In-App+Chat+Support).
</details>