> For the complete documentation index, see [llms.txt](https://doc.wearepatchworks.com/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.wearepatchworks.com/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/marketplace/private-marketplaces/uploading-private-marketplace-resources/building-and-uploading-blueprints-for-your-private-marketplace.md).

# Building & uploading blueprints for your private marketplace

## Introduction

Having added all resources that you want to include in a blueprint ([custom connectors](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/developer-hub/connector-builder.md), [process flows](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/building-process-flows.md), [scripts](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/developer-hub/custom-scripting.md), and [cross-reference lookups](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/marketplace/marketplace-cross-reference-lookups.md)) you can create a blueprint and upload it to your private marketplace. This guide walks through the steps needed to achieve this.

## Preparation

Creating and uploading a blueprint requires you to select existing resources that you want to include. As such, all required resources  (custom connectors, process flows, scripts, and cross-reference lookups) must be created and ready to use **within your own multi-company profile** - i.e.:

* Any custom connectors must be created
* Any Patchworks prebuilt connectors must be installed 
* Any process flows must be created, enabled, and deployed
* Any scripts must be saved and deployed 
* Any cross-reference lookups must be installed/created

{% hint style="info" %}
If you manage multiple companies, it's important to ensure that you're [switched](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/company-management/multi-company-profiles/switching-in-and-out-of-a-linked-company.md) to your own company profile before creating required blueprints (and associated resources). For more information please see our [private marketplaces](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/marketplace/private-marketplaces.md) page.
{% endhint %}

## The steps

Having created/installed/deployed all resources that you want to bundle as a blueprint, follow the steps below to build and upload your blueprint.

**Step 1**\
Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

{% hint style="info" %}
Any resources you upload to the private marketplace for your own 'parent' company will be available to your 'child' companies (via their private marketplaces). Similarly, any resources uploaded to the private marketplace for a 'child' company will be available to the 'parent' company AND all child-sibling companies. For more information please see [About private marketplace access](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/marketplace/private-marketplaces.md#about-private-marketplace-access).
{% endhint %}

**Step 2**\
Select the **marketplace** option from the left-hand navigation menu, then select the **blueprint** tab.

**Step 3**\
Click the **build new blueprint** option:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FUxuW3m546MTWw7gTMpau%2Fbuild%20blueprint%201.png?alt=media&amp;token=65f8c8dd-8f5e-4f23-9a30-89fcaa180dd1" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you don't see this option, it's likely that your user account does not have the required permissions. Please [contact Patchworks support](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/support/raising-a-support-ticket.md) if this is the case.
{% endhint %}

...now you can use the **create a blueprint** form to select all resources that you want to include in this blueprint:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F5jmQvkoW2Oip6IwUnDgK%2Fupload%20to%20pmp%202.png?alt=media&amp;token=aad2bc1f-8b4a-43df-9fd6-55a9f9cc6a16" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 4**\
First, enter a name for this blueprint (this name is displayed for users to see in your private marketplace) and - if available - a link for any existing help documentation.

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FXO0hgeIQzrAlNgKSAH7F%2Fbuild%20blueprint%202.png?alt=media&amp;token=a90bb3c4-e0ee-4ffb-b42e-f65255344b39" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 5**\
Use the **process flows** dropdown list to select any process flows that you want to include:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FiP1QeH1zOjZSA8KgFF8D%2Fbuild%20blueprint%203.png?alt=media&amp;token=b5363284-6355-4756-9bcd-a653f3554281" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
Here you'll see all process flows that have been created within the current company profile, which are [deployed](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/managing-process-flows/enabling-and-disabling-a-process-flow.md).
{% endhint %}

**Step 6**\
By default, any connectors found in previously selected process flows (via [connector](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/building-process-flows/process-flow-shapes/standard-shapes/connector-shape.md) shapes) will be selected for inclusion in this blueprint. If required, you can use the **select connectors** field to choose additional connectors to be included:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FyvzzgAWaLE5dZDyEJHQO%2Fupload%20to%20pmp%205.png?alt=media&amp;token=350734d6-7663-4f65-b117-1999e801fe57" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The **select connectors** list will show all connectors that you have installed or built, which are NOT already selected.
{% endhint %}

**Step 7**\
By default, any cross-reference lookups found in previously selected process flows (via [map](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/building-process-flows/process-flow-shapes/standard-shapes/map-shape.md) shape transformations) will be selected for inclusion in this blueprint. If required, you can use the **select cross-reference lookups** field to choose additional lookups to be included:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FZxRvLCpej5smebX10sV8%2Fupload%20to%20pmp%206.png?alt=media&amp;token=78c7ce5b-e839-4b9a-a68a-36da55ff2d3d" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The **select cross-reference lookups** list will show all lookups that you have installed or created, which are NOT already selected.
{% endhint %}

**Step 8**\
By default, any caches found in previously selected process flows (via [add to cache](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/cache/add-to-cache-shape.md) and [load from cache](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/cache/load-from-cache-shape.md) shapes) will be selected for inclusion in this blueprint. If required, you can use the **select caches** field to choose additional caches to be included:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F8CIYrCyEP8iLS1AUSoHE%2Fupload%20to%20pmp%207.png?alt=media&amp;token=10f3a896-e5a8-4419-bb51-a3fb99e49faf" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The **select caches** list will show all caches that you have created, which are NOT already selected.
{% endhint %}

**Step 9**\
By default, any data pools found in previously selected process flows (via the [de-dupe](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/process-flows/building-process-flows/process-flow-shapes/advanced-shapes/de-dupe-shape.md) shape) will be selected for inclusion in this blueprint. If required, you can use the **select data pools** field to choose additional data pools to be included:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FqUT7k108gYIr9rCIcPmD%2Fupload%20to%20pmp%208.png?alt=media&amp;token=c4603cac-84e9-4ca4-aa8b-c3873bd7658a" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 9**\
Click the **upload** button to upload this blueprint to your private marketplace:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FETW8AzXY31MvRlJvGvdT%2Fupload%20to%20pmp%209.png?alt=media&amp;token=7b33a0ac-4bc4-4f9a-ae50-2ea359cf791b" alt="" width="563"><figcaption></figcaption></figure></div>

The upload is queued for processing and will be completed as soon as possible.&#x20;

{% hint style="info" %}
Check your [notification centre](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/marketplace/the-notification-centre.md) for confirmation if you miss the popup message when this is done.
{% endhint %}