Apply an Entity Template – Yext Help

This article covers how to apply an entity template. To learn how to create a template, see Create an Entity Template. To learn how to manage your existing entity templates, see Manage Entity Templates.

Entity templates can also be applied when creating or updating entities using the Entities API.

Note: When applying an entity template, the field values in the template will overwrite any content that is already stored on the corresponding fields in the entities being edited. If you are applying a template to entities via Entity Edit or to a single entity via the Add Data modal, you can choose to exclude certain fields from being applied.

Apply a Template to Existing Entities

Navigate to Entity Edit (Knowledge Graph > Entities) and select the entity or entities you want to apply a template to.
- Select multiple entities using the checkboxes on the left, or by applying filters.
From the Entity Edit view, click the Select Action dropdown and choose Apply Template.
Select the template you wish to apply from the dropdown menu. Then, select or deselect any fields to apply using the checkboxes. When finished, click Apply Template.
- Only the templates that can be applied to the entity type and the language profile of the entities you are currently working with will be available to select.

Apply a Template to a New Entity

To apply a template when creating a single new entity:

From the Entity Search screen, click Add Data. Choose the entity type you want to add.
After selecting your entity type, find the Templates field in the Configuration section of the Add Data modal. Select your template from the dropdown menu.
After choosing a template, click Select which fields will be applied if you want to prevent any fields from being applied with the template.
(Optional) De-select any fields included in the template that you do not want to apply to the new entity. When finished, click Select Fields.
Fill out any other desired fields in the Add Data modal. When finished, click Save.

Apply a Template in Entity Upload

You can also apply entity templates to entities in bulk during the Entity Upload flow.

On the Configure File step of the upload flow, scroll to the Additional Actions section.
Next to Apply a template to these entities, click Add Action.
Choose your desired entity type and entity template from the dropdown menus.
If you apply a template during the upload and save your upload configuration, the same template will be applied in future uploads using that saved upload configuration. Manage your saved upload configurations under Knowledge Graph > Configuration > Upload Configurations.