How to Install a UI Template

This article explains how to install a UI Template from the Template Gallery in Palpaca. Installing a template allows you to quickly start building a UI with predefined settings and layout.

Step 1: Go to the HubSpot sidebar, click on Data Management, and select Data Integration. 

Step 2: Once on the Data Integration page, click on the “Connected Apps” button and search for “Palpaca”. 

Step 3: Click on the app name and go to “Settings” and click the “Template Gallery” tab.

Step 4: In the Template Gallery page, you will find all the templates you saved.

Step 5: Depending on your setup, you may encounter different scenarios:

1. Upgrade Plan: If the plan you’re using does not support installing the template, click the “Upgrade Plan” button to upgrade your plan and continue.
   
   
2. Finish Setup: If the template is not yet ready for installation (usually due to data sources missing), click the “Finish Setup” button.
   
   
   i) A sidebar will appear where you need to authenticate the missing data sources.
   
   ii) Once inserted, click the “Save” button to complete setup and continue the installation process.
   
   
   
3. Install Template: If everything is set up correctly, you can directly click the “Install Template” button.

 Step 6: A pop-up will appear reminding you how many templates are still available under your plan. If you are ready, click "Use Template" to finalize the installation.