The Templafy integration is built and maintained by Templafy |
The Templafy Integration for Frontify (available on Enterprise plans only) allows you to expose digital assets – living in Frontify – within the following MS Office applications: Word, PowerPoint, Excel, or Outlook.
Additionally, you can benefit from additional features, like adjusting/cropping to a certain placeholder to insert images in documents.
The Templafy Integration for Frontify lets you connect to any Media, Icon, and Logo Libraries from Frontify (see illustration below).
How to get started with Templafy Integration?
Here are the prerequisites for using the Integration:
Frontify Enterprise Account
Templafy Account with Content Connector module enabled: You can get a Templafy Account through this page.
How to activate the integration.
1. Set up Frontify Libraries and add assets
Review which are the Frontify Libraries that you'd like to connect to Templafy.
2. Connect the Templafy account with Frontify
There are two implementation methods to connect the accounts:
2.1 Service Account Authorization (Token)
This method will display the same content to all users without logging in (the organization's Frontify). In this scenario, users who do not have access to Frontify can still see all of the images in the Frontify Libraries that you decide to connect to Templafy. So, if you are in PowerPoint (or other Microsoft Office application), all users can retrieve all of the Frontify assets in the connected Library and use them in their presentations.
This method is useful if you have many users in Templafy, and not all of those users have access to Frontify. To do this, contact your dedicated Frontify Customer Success Manager and fill out this request form: Templafy API Token Request form.
2.2 OAuth 2 Authorization.
With this method, you can seamlessly connect Frontify to Templafy. The caveat being that only users added as "Viewers" to the specific Frontify Library you link to Templafy can access the assets from the Microsoft Office tools you are using. That means only backend library users can access the integration.
This method is useful when you want to target content in the Libraries you connect to Templafy.
Note! You need to set up a link to each Library you would like to connect to Templafy. To do that, please consult the Templafy help article.
3. Connect Templafy with Frontify
Depending on the implementation method you choose above, there are two ways to connect the Templafy account with Frontify.
3.1 Inputs
Display name: Refers to the Library name that will be displayed to the users
Base URL: your Frontify domain / URL. You can find it when login into Frontify Typically looks like: https://brand.frontify.com
Library type: Indicates whether it's a Media / Image, Logo, or Icon Library you want to connect
Description: It's the description that will show to users when going over the icon and name of the Library in Templafy. We recommend keeping it brief.
Library ID: The ID can be identified by navigating into the Frontify Library you wish to connect and is contained within the URL as a number in between “/#/”. An example of the ID would be 110 in the following Library: https://ventura-playground.frontify.com/projects/110/media
3.2 Authentication
3.2.1 If you chose the Service Account Authorization method.
Once you get the token from our Support team or CSM, follow the step-by-step instructions in your Templafy account.
3.2 If you chose the OAuth 2 Authorization.
Within the Frontify content connector setup dialogue that you find in the Templafy admin console under the integrations section, choose the following (example below):
Type = OAuth 2 authorization
Client ID:templafy
FAQ about Frontify - Templafy Integration
1) Can I connect multiple Frontify Libraries via Templafy?
Yes, you can connect multiple of the following Library Types: Media, Logo, and Icon Library.
1) Do Targets set in the Frontify Library apply when using the Integration?
Yes, but only if you use the number 2 (OAuth 2 Authorization) as your authentication method. If you use the number 1 (Service Account Authorization method), the targets are not applied.