What is the Templates Library and how do I use it?

Learn how to browse and download templates from the Templates Library in your DataDear account.

DataDear provides a library of Excel workbooks which are grouped according to:

:small_orange_diamond: Paid Templates
:small_orange_diamond: Featured & New
:small_orange_diamond: For Company or a Group of companies
:small_orange_diamond: By Application
:small_orange_diamond: By Type of use
:small_orange_diamond: By Category
:small_orange_diamond: By Price

There are mainly 4 types of templates:

  1. Templates which allow you to push / post data in bulk in the accounting software.
  2. Templates that allow you to retrieve data from the accounting software, edit in bulk and update back the accounting software.
  3. Sample reporting templates that can be used or adapted according to your reporting needs.
  4. Paid templates are sophisticated templates designed around solving specific problems and are published and maintained by DataDear Experts

Accessing the Templates Library

Templates can be downloaded from the Dashboard > Templates Library as follows:

  1. Login to DataDear web Dashboard using your email and password.

  2. Click on the Templates Library tab in the menu and use the different filters to browse through the different templates. Filters include - Features, application name, functionality and use within a practice.
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    You may also access the Templates Library directly from the DataDear toolbar in Excel:
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  3. Each template contains a description, the version and last updated date and the publisher.
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  4. Choose the Download button (and save the file when prompted) to use the template on your computer.

Paid Templates

The Templates Library also includes a marketplace allowing paid templates to be available in the library. Paid templates are more sophisticated templates designed around solving specific problems and are published and maintained by DataDear Experts.

Such templates can be easily be identified with the Buy and Download buttons within the template box.

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The process with paid template works as follows:

  1. Download the Paid Template.

  2. Open in Excel and try it out a few times using normal Refresh / Refresh All functionality.

  3. Purchase the Template by using the Buy button in the template box - follow the instructions on screen as these depend on what plans are available for each template.

  4. Allocate the purchased token/tokens to your company / companies.

  5. Use the template within Excel without any restrictions.

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