---
title: "Import Configurations by Template"
slug: "import-configurations-by-template"
updated: 2026-02-16T09:12:58Z
published: 2026-02-16T09:12:58Z
canonical: "help.symphonysummitai.com/import-configurations-by-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Configurations by Template

You can import configurations from the default configuration templates provided in the application and create user specific configuration templates as per the requirement. You can also import default configuration templates available for a specific Asset Category or Service Catalog to create your own templates so that you do not have to use Form Builder to create templates manually.

To Import the Configurations by Template, perform the following steps:

1. Navigate to **Admin** > **Infrastructure** > **Export/Import** > **Import Configurations by Template**. The **Import configurations By Template** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Import configuration by Template.png) Figure: Import Configuration by Template page
2. Select the template in the **Vertical** drop-down list, the **Template** drop-down list, the **Module** , and then click **Search**. The configurations based on the selection are displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/import config by template.png) Figure: Import configuration by Template page
3. Specify the criteria in the following section to view a particular set of Asset Category or Service Catalog templates, and then click **SEARCH**. For more information about specifying the search criteria, see Asset Category and Service Catalog.

## Asset Category

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Asset Cate.png) Figure: Import Configuration - Asset Category page

#### **Field Description**

The following table describes the fields on the Import Configuration page, when Asset Management is selected in the **Module** drop-down list.

| **Field** | **Description** |
| --- | --- |
| ASSET CATEGORY |
| Asset Type | Select the **Asset Type** from the drop-down list. |
| Asset Tracking Type | Select the **Asset Tracking Type** from the drop-down list. |

Right click on any catalog and click **Preview** to view the Catalog. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/prev(5).png) Figure: Preview

**Asset Category Preview![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/preview(4).png)**Figure: Asset Category Preview

## Service Catalog

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Asset Cate(1).png) Figure: Import Configuration - Service Catalog page

#### **Field Description**

The following table describes the fields on the Import Configuration page, when Service Catalog is selected in the **Module** drop-down list.

| **Field** | **Description** |
| --- | --- |
| SERVICE CATALOG |
| Category | Select the **Category** from the drop-down list. |

Click any catalog to preview the configuration template.

1. If required, clear the configurations that you want to exclude from your template, and then click **Save** to save the template. If you want to save and apply the template to a specific Tenant, click **Apply**.
2. If you click **Apply**, the **Save Template As** pop-up page is displayed. Specify the **Template Name,** select the **Tenant**, and then click **Submit**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Save as template.png) Figure: Save Template As Pop-up page
3. The configured template is displayed in the **Template** drop-down list.

## **Actions**

This section explains the icons displayed on the **Actions** panel of the **Import Configuration** page.

- **Add Tenant:** Click **Add Tenant** to create a new Tenant and configure the modules in it. For more information about adding a Tenant, see Configuring Tenant.
- **Configure Analysts:** Click **Configure Analyst** to configure a new Analyst. For more information about configuring an Analyst, see Configuring Analysts.
- **Configure Workgroup:** Click **Configure Workgroup** to configure a new Workgroup. For more information about configuring a Workgroup, see Configuring Workgroups.
- **Configure Log Incident Page:** Click **Configure Log Incident Page** to configure the fields on the **Log Incident Configuration** page. For more information about configuring the fields on the **Log Incident Configuration** page, see **Configuring Log Incident Page** in Service Management.