Install a Template

Introduction

In this guide, you will use Cyclr API to install a template. Before you start, make sure you have published your template in the Console.

Getting Templates

You can quickly get all the published templates using the following request:

Request

curl -X GET \
-H "Authorization: Bearer ${ACCESS_TOKEN}" \
"https://yourCyclrInstance/v1.0/templates"

Response

[
  {
    "Name": "MailChimp New Subscriber",
    "Description": "Push new subscribers from MailChimp to Salesforce",
    "Id": "885662c2-de28-4760-bec4-2407120ac5f8",
    "Connectors": [
      {
        "Id": 1,
        "Name": "MailChimp",
        "Version": "3.0",
        "StepCount": 1,
        "Icon": "Base64 image"
      },
      {
        "Id": 2,
        "Name": "Salesforce",
        "Version": "v30.0",
        "StepCount": 1,
        "Icon": "Base64 image"
      }
    ]
  }
]

To filter your templates by a specific connector, simply add some parameters to fire a more complex request:

Request

curl -X GET \
 -H "Authorization: Bearer ${ACCESS_TOKEN}" \
 "https://yourCyclrInstance/v1.0/templates?pageSize=10&page=1&orderBy=Name&sortOrderAsc=true&connectorName=MailChimp&connectorVersion=3.0&includeIcons=true"

Displaying Templates

<div class='container' data-bind="foreach: templates">
<div class="card">
    <div class="card-body">
        <div class="row">
            <div class="col-sm-2" data-bind="foreach: Connectors">
                <img data-bind="attr:{'src':Icon}" style="width:64px;" />
            </div>
            <div class="col-sm-10">
                <h4 class="card-title" data-bind="text: Name"></h4>
                <p class="card-text" data-bind="text: Description"></p>
            </div>
            </div>
        </div>
    </div>
</div>

You can see here we just listed all the templates in rows with their connector icons.

Installing a Template

Now that all the templates have been displayed, let’s start the installation. Before beginning, be sure you have the following information:

Template ID found in the Get Templates API response
885662c2-de28-4760-bec4-2407120ac5f8
The installed name of the template, i.e. cycle name

Request

curl -X POST \
-H "Authorization: Bearer ${ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" -d '{ \
    "Name": "My MailChimp Cycle" \ 
}' \
"https://yourCyclrInstance/v1.0/templates/885662c2-de28-4760-bec4-2407120ac5f8/install?includeIcons=false"

Response

{
    "Id": "aa08a1fe-9a42-4650-88b4-f6f8068cddeb",
    "CreatedOnUtc": "2017-11-30T12:15:03.878Z",
    "TasksUsed": 0,
    "ErrorCount": 0,
    "WarningCount": 0,
    "Connectors": [
        {
            "Id": 1,
            "Name": "MailChimp",
            "Version": "3.0",
            "StepCount": 1,
            "Icon": "Base64 image"
        },
        {
            "Id": 2,
            "Name": "Salesforce",
            "Version": "v30.0",
            "StepCount": 1,
            "Icon": "Base64 image"
        }
    ],
    "Status": "Paused",
    "LastSuccessfulRunDate": "2017-11-30T12:15:03.878Z",
    "InProgressTransactionCount": 0,
    "Name": "My MailChimp Cycle",
    "Description": "",
    "Shareable": false,
    "ContinueOnStepError": true,
    "LogStepDataRequests": true,
    "TemplateId": "885662c2-de28-4760-bec4-2407120ac5f8)"
}

Once a template is installed, you can save its cycle ID aa08a1fe-9a42-4650-88b4-f6f8068cddeb in your database for future reference.

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