# Import/Export
The **Import/Export** functionality allows users to seamlessly manage templates by importing pre-existing configurations or exporting newly created templates. This feature simplifies the process of reusing templates and sharing them across different reports or teams.
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## **Import Templates**
The **Import** option lets users load templates into the visual using two methods:
**1. Upload a JSON File**
* Click on the **Upload** button.
* Browse and select the JSON file containing the template configuration.
* Once uploaded, the template settings will be applied to the visual automatically.
**2. Paste JSON Code Directly**
* Copy the JSON code from an external source.
* Paste the code directly into the provided window in the Import section.
* Click **Import**, and the template will be loaded.
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## **Export Templates**
The **Export** option allows users to save their customized templates for future use.
**Steps to Export a Template**
1. **Name**: Provide a unique name for the template.
* The name will help identify the template when reusing or sharing it.
2. **Description (Optional)**: Add a short description to explain the purpose or details of the template.
* This is especially useful for keeping notes or sharing templates with others.
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#### **Dataset Configuration**
When exporting a template, it is essential to configure the dataset details to ensure accurate replication of the template’s functionality.
**1. Dataset (Columns and Measures)**
* Assign the measures and columns used while creating the template.
* This ensures that the template is tied to the correct fields for seamless application.
**2. Template Field Name**
* Provide the **name of the field** used in the template.
* For example, if the template involves a "Sales" field, name it appropriately to ensure clarity.
**3. Type**
* Define whether the field is a **category**, **value**, or **measure**:
* **Category**: Represents categorical data (e.g., Product Name, Region).
* **Value**: Represents numerical data or metrics (e.g., Total Sales).
* **Measure**: Represents calculated fields or DAX measures (e.g., Profit Margin).
**4. Template Field Name (Reference Name)**
* Assign a reference name for future use.
* This helps maintain consistency when reusing or applying the template in other visuals or reports.
**5. Notes (Optional)**
* Add any additional notes about the field or its use case.
* For example: *"Use this field for filtering sales data by region."*
* These notes provide guidance for users who might use the template later.
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## **Summary of Key Steps**
1. **Importing Templates**: Choose between uploading a JSON file or pasting JSON code directly.
2. **Exporting Templates**: Name the template, optionally add a description, and configure the dataset details.
3. **Dataset Configuration**: Specify field names, types, and reference names to ensure the template works correctly across different datasets.
4. **Notes (Optional)**: Provide additional context or instructions for template use.
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