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Find your Tallyfy IDs

Finding your Tallyfy IDs

Every element in Tallyfy has a unique ID. You’ll need these IDs when contacting support, setting up integrations, or importing templates.

Organization ID

  • Go to Settings > Organization.
  • Your Organization ID is displayed in this section. Organization ID displayed in settings feature

Template ID

  • Open the template in Edit mode.
  • Click the Settings (or Config) button in the top toolbar.
  • Go to the Export tab (sometimes labeled Tools).
  • The Template ID is shown here, along with the Organization ID.

Process ID

  • Open a running process.
  • Look at the URL in your browser’s address bar.
  • The URL follows this format: https://go.tallyfy.com/[ORG_ID]/processes/[PROCESS_ID].
  • The part after /processes/ is the unique ID for that specific process instance.

Support > Provide context to support

When contacting Tallyfy support you should provide the full browser URL of the specific item in question along with your Organization ID found under Settings > Organization so the team can quickly locate your account and resolve your issue.

Pro > Miscellaneous

Tallyfy offers a range of resources beyond its core workflow tools including company background and trust information along with support and troubleshooting guides and details on browser compatibility and system features like file storage and search and translation and legal documentation.

Tutorials > Navigate Tallyfy

Tallyfy’s interface is built around a left sidebar menu with quick access to creating processes and templates along with sections for tasks and tracking and people management plus a universal search bar at the top that finds anything across your account and top bar icons for language selection and notifications.

Tutorials > Key features

Tallyfy transforms static process documentation into dynamic and trackable workflows with real-time status tracking and conditional logic automation plus external guest collaboration and built-in process optimization tools.