Share and accept cross-org workbook templates

Cross-org template sharing is convenient for customers who manage multiple Sigma organizations.

Before the receiving organization accepts a shared template, they're required to swap the data by choosing a data source from their own connections. No data is disclosed from the organization that shared the template.

This document explains how to share and accept a workbook template across multiple organizations.

User requirements

To share or accept a cross-org workbook template, you must be assigned the Admin account type.

Share a template with another organization

  1. Go the Templates page and locate the template you want to share.

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    If you need to create a new template, first click Create Template, then create a template from a saved workbook.

  2. Click More to open the element menu, then select Share.

  3. In the Share Template modal, click Share across Sigma Orgs.

  4. Enter the applicable information in the Cross Org Share Template modal:

    1. In the Company Login URL Slug field, enter the Sigma URL slug associated with the organization you want to share the template with. This is the unique identifier that typically follows "app.sigmacomputing.com/" in the URL.

    2. [optional] In the Add a message field, enter a message to include in the notification email (see next step).

    3. To send a notification email to the receiving organization's admins, select the Send email checkbox. To share the template without notifying the admins, clear the checkbox.

    4. Click Share Template to share the template with the designated organization.

Accept a template shared with your organization

  1. When a template is shared with your organization, you and other Admin users receive an email notification. Open the email and click Open in Sigma to swap the data and save the template to your organization.

  2. In the Swap Data Sources Overview modal, Sigma determines which of your organization's connections and data sources closely match those used by the organization that shared the template. You can choose from these matches to automatically swap the data, or you can manually select and match individual data source columns.

    • Use a matching connection and data source:

      1. Select options in the Matching Connection and Matching Data Sources fields.

      2. Click Choose to preview the template with the swapped data.

    • Manually select and map the data:

      1. Click Match Manually.

      2. In the Swap Data Sources screen, preview the columns in the template's original data source, then click Select Source.

      3. In the Select source to replace modal, select a data source to swap. If you want to view data sources from a different connection, click Back to view available connections.

      4. Review the selected data, then click Select to proceed.

      5. In the Swap Data Sources screen, match the swapped data source columns with the template's original data source columns.

      6. Click Choose to preview the template with the swapped data.

  3. To save the template with the swapped data, click Accept in the workbook header. Otherwise, click Swap sources and repeat step 3 to select different data.