Installing a blueprint

Introduction

Having purchased a blueprint from the Patchworks website, it is added to your company profile and can be installed via the Patchworks marketplace in your dashboard.

Blueprints are added to your dashboard marketplace within 24 hours of purchase.

Once installed, all blueprint components (connectors, process flows, scripts, etc.) are added to the relevant area of your Patchworks dashboard - connectors are added to your connectors page, process flows are added to your process flows list, custom scripts are added to your scripts list, etc.

After installation, some setup is required before you put your installed process flows live. This setup varies for each blueprint and you'll find a specific installation guide for each.

Need to know

• If you install a blueprint which includes a connector that you've already installed from the connector marketplace, a fresh copy of that connector is installed alongside the existing one. You can then decide which one to use.

• As part of the blueprint installation process, you can add instances for included connectors - this is where you provide your authentication credentials for the associated third-party system. If you have the required credentials to hand, we recommend adding them here.

• When a blueprint is installed, its process flows are disabled and set to a draft status. When you are ready, you should enable and deploy any process flows that you want to use. Keep in mind that your Patchworks subscription tier determines the number of process flows and connectors that you can deploy.